Nuveen S&P 500 Buy-Write Income Fund (BXMX) Alternatives
Nuveen S&P 500 Buy-Write Income Fund (BXMX) belongs to the S&P 500 category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BXMX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to BXMX
BXMX charges 0.89% annually. Among mutual funds in the S&P 500 category, these options have the lowest expense ratios among BXMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares S&P 500 Index Fund Class G | 0.01% | Jul 1, 2019 | BXMX vs BSPGX | |
| Schwab S&P 500 Index Fund | 0.02% | May 19, 1997 | BXMX vs SWPPX | |
| Fidelity 500 Index Fund | 0.02% | Feb 17, 1988 | BXMX vs FXAIX | |
| iShares S&P 500 Index Fund | 0.03% | Jul 30, 1993 | BXMX vs WFSPX | |
| iShares S&P 500 Index Fund Institutional Class | 0.10% | Apr 28, 1993 | BXMX vs BSPIX |
Best Risk-Adjusted Alternatives to BXMX
Among mutual funds in the S&P 500 category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 72 | Feb 24, 2016 | BXMX vs PUTW | |
| Schwab S&P 500 Index Fund | 46 | May 19, 1997 | BXMX vs SWPPX | |
| Fidelity 500 Index Fund | 46 | Feb 17, 1988 | BXMX vs FXAIX | |
| iShares S&P 500 Index Fund | 46 | Jul 30, 1993 | BXMX vs WFSPX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | 45 | Sep 30, 1993 | BXMX vs DSPIX |
Top Performing BXMX Alternatives (YTD)
BXMX alternatives from the S&P 500 category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 0.17% | Sep 10, 2017 | BXMX vs KNGLX | |
| Invesco Equally-Weighted S&P 500 Fund | -1.41% | Jul 28, 1997 | BXMX vs VADDX | |
| WisdomTree Equity Premium Income Fund | -1.66% | Feb 24, 2016 | BXMX vs PUTW | |
| Fidelity 500 Index Fund | -7.05% | Feb 17, 1988 | BXMX vs FXAIX | |
| iShares S&P 500 Index Fund | -7.06% | Jul 30, 1993 | BXMX vs WFSPX |
Lowest Volatility Alternatives to BXMX
BXMX alternatives from the S&P 500 category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 14.28% | Sep 10, 2017 | BXMX vs KNGLX | |
| WisdomTree Equity Premium Income Fund | 14.33% | Feb 24, 2016 | BXMX vs PUTW | |
| Invesco Equally-Weighted S&P 500 Fund | 17.17% | Jul 28, 1997 | BXMX vs VADDX | |
| Principal Large Cap S&P 500 Index Fund Institution... | 17.85% | Mar 1, 2001 | BXMX vs PLFIX | |
| Principal LargeCap S&P 500 Index Fund Class A | 17.87% | Feb 2, 2001 | BXMX vs PLSAX |
Lowest Drawdown Alternatives to BXMX
BXMX alternatives from the S&P 500 category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | -9.90% | Feb 24, 2016 | BXMX vs PUTW | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | -10.91% | Sep 10, 2017 | BXMX vs KNGLX | |
| Schwab S&P 500 Index Fund | -12.10% | May 19, 1997 | BXMX vs SWPPX | |
| iShares S&P 500 Index Fund | -12.11% | Jul 30, 1993 | BXMX vs WFSPX | |
| Shelton Capital Management S&P 500 Index Fund | -12.11% | Apr 20, 1992 | BXMX vs SPFIX |
Other Mutual Funds from Nuveen
Most popular Nuveen mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | Large Cap Growth Equities | 71 | -4.39% | Jan 30, 2007 | BXMX vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 9 | -9.14% | Nov 23, 2005 | BXMX vs SPXX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 9 | 0.13% | Jun 26, 2003 | BXMX vs JQC | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 23 | -4.17% | Mar 28, 2006 | BXMX vs NSBRX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 15 | -0.75% | Jun 6, 1999 | BXMX vs NHMRX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 49 | 2.64% | Dec 22, 1987 | BXMX vs FASEX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 28 | -0.04% | Jan 31, 2013 | BXMX vs NVHIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 11 | -14.74% | May 15, 2009 | BXMX vs NVLIX | |
| Nuveen Equity Long/Short Fund | Long-Short | 47 | -4.35% | Dec 29, 2008 | BXMX vs NELIX | |
| Nuveen Real Estate Securities Fund | REIT | 13 | 2.69% | Jun 30, 1995 | BXMX vs FARCX |
Often Compared With BXMX
What investors most often compare with BXMX, based on PortfoliosLab usage data.
Compare BXMX with Any Fund or Stock
Compare BXMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.