BlackRock Enhanced Large Cap Core Fund (CII) belongs to the Derivative Income category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CII. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CII
CII charges 0.91% annually. There are 11 mutual funds in the Derivative Income category with lower expense ratios, going as low as 0.44%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 0.44% | 236.88M | Feb 2016 | CII vs PUTW | |
| USCF Gold Strategy Plus Income Fund | 0.45% | — | Nov 2021 | CII vs USG | |
| JPMorgan Equity Premium Income Fund Class I | 0.63% | — | Aug 2018 | CII vs JEPIX | |
| Shelton Equity Income Fund | 0.72% | — | Sep 1996 | CII vs EQTIX | |
| Cullen Enhanced Equity Income Fund | 0.75% | — | Dec 2015 | CII vs ENHNX |
Best Risk-Adjusted Alternatives to CII
CII has a PortfoliosLab risk / return rank of 86. No mutual funds in the Derivative Income category have higher risk-adjusted ranks; the top alternatives shown here go as high as 83.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| The Covered Bridge Fund | 83 | — | Sep 2013 | CII vs TCBIX | |
| Virtus Equity & Convertible Income Fund | 74 | — | Feb 2007 | CII vs NIE | |
| Invesco Income Advantage U.S. Fund | 73 | — | Mar 2006 | CII vs SCAUX | |
| WisdomTree Equity Premium Income Fund | 58 | 236.88M | Feb 2016 | CII vs PUTW | |
| Shelton Equity Income Fund | 54 | — | Sep 1996 | CII vs EQTIX |
Top Performing CII Alternatives (YTD)
CII is at 12.40% YTD. There are 2 mutual funds in the Derivative Income category with higher YTD returns, going as high as 17.37%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst Nasdaq-100 Hedged Equity Fund | 17.37% | — | Dec 2013 | CII vs CLPAX | |
| BlackRock ESG Capital Allocation Term Trust | 12.58% | — | Sep 2021 | CII vs ECAT | |
| The Covered Bridge Fund | 10.93% | — | Sep 2013 | CII vs TCBIX | |
| Virtus Equity & Convertible Income Fund | 10.86% | — | Feb 2007 | CII vs NIE | |
| BlackRock Enhanced Capital and Income Fund | 10.08% | — | Apr 2004 | CII vs XCIIX |
Lowest Volatility Alternatives to CII
CII has 15.01% 1-year volatility. There are 20 mutual funds in the Derivative Income category with lower 1-year volatility, going as low as 8.35%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Crossmark Steward Covered Call Income Fund | 8.35% | — | Dec 2017 | CII vs SCJIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.56% | — | Aug 2018 | CII vs JEPIX | |
| JPMorgan Equity Premium Income Fund Class A | 8.61% | — | Aug 2018 | CII vs JEPAX | |
| The Covered Bridge Fund | 8.66% | — | Sep 2013 | CII vs TCBIX | |
| WisdomTree Equity Premium Income Fund | 8.86% | 236.88M | Feb 2016 | CII vs PUTW |
Lowest Drawdown Alternatives to CII
CII has a 1-year max drawdown of -11.67%. There are 16 mutual funds in the Derivative Income category with shallower 1-year drawdowns, going as shallow as -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Madison Covered Call & Equity Income Fund | -4.07% | — | Oct 2009 | CII vs MENYX | |
| The Covered Bridge Fund | -5.26% | — | Sep 2013 | CII vs TCBIX | |
| Cullen Enhanced Equity Income Fund | -6.34% | — | Dec 2015 | CII vs ENHNX | |
| Invesco Income Advantage U.S. Fund | -7.05% | — | Mar 2006 | CII vs SCAUX | |
| Shelton Equity Income Fund | -7.10% | — | Sep 1996 | CII vs EQTIX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 9 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 76 | 20.81% | — | Jan 2000 | CII vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.11% | 13.70B | Feb 2004 | CII vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 5.85% | 11.90B | Sep 1994 | CII vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.07% | 28.60B | Sep 1994 | CII vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 74 | 11.54% | — | Jul 1993 | CII vs WFSPX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.57% | — | May 2011 | CII vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 91 | 12.00% | — | Dec 2012 | CII vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 76 | 11.37% | — | Dec 1991 | CII vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 14.60% | — | Jul 2010 | CII vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 21 | 0.03% | — | Aug 2005 | CII vs BDJ |
Often Compared With CII
Investors most often compare CII with SPYI, ETY, SCHD. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare CII with Any Fund or Stock
Compare CII with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CII with funds that move differently
BlackRock Enhanced Large Cap Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CII.
Explore CII Diversifiers