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 | 0.59% | — | 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 88. No mutual funds in the Derivative Income category have higher risk-adjusted ranks; the top alternatives shown here go as high as 72.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Equity & Convertible Income Fund | 72 | — | Feb 2007 | CII vs NIE | |
| Invesco Income Advantage U.S. Fund | 68 | — | Mar 2006 | CII vs SCAUX | |
| BlackRock High Equity Income Fund | 64 | — | Apr 1998 | CII vs BMCIX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 64 | — | Jan 2007 | CII vs QQQX | |
| BlackRock High Equity Income Fund Class A | 62 | — | May 1998 | CII vs BMEAX |
Top Performing CII Alternatives (YTD)
CII is at 13.80% YTD. There is 1 mutual fund in the Derivative Income category with a higher YTD return, going as high as 15.10%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | 15.10% | — | Sep 2021 | CII vs ECAT | |
| Catalyst Nasdaq-100 Hedged Equity Fund | 12.40% | — | Dec 2013 | CII vs CLPAX | |
| BlackRock High Equity Income Fund | 11.53% | — | Apr 1998 | CII vs BMCIX | |
| BlackRock High Equity Income Fund Class A | 11.38% | — | May 1998 | CII vs BMEAX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 11.14% | — | Jan 2007 | CII vs QQQX |
Lowest Volatility Alternatives to CII
CII has 16.29% 1-year volatility. There are 21 mutual funds in the Derivative Income category with lower 1-year volatility, going as low as 8.70%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | CII vs JEPIX | |
| The Covered Bridge Fund | 8.73% | — | Sep 2013 | CII vs TCBIX | |
| JPMorgan Equity Premium Income Fund Class A | 8.76% | — | Aug 2018 | CII vs JEPAX | |
| Crossmark Steward Covered Call Income Fund | 8.84% | — | Dec 2017 | CII vs SCJIX | |
| Madison Covered Call & Equity Income Fund | 9.48% | — | Oct 2009 | CII vs MENYX |
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 -5.26%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| 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 | |
| JPMorgan Equity Premium Income Fund Class I | -7.41% | — | Aug 2018 | CII vs JEPIX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include WFSPX, BDMIX, LIVIX and span 8 categories. AUM among these funds goes as high as $11B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | CII vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | CII vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | CII vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | CII vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | CII vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | CII vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | CII vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | CII vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | CII vs FAMRX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | Small Cap Blend Equities | 68 | 21.86% | 10.70B | Mar 1999 | CII vs VTMSX |
Often Compared With CII
Investors most often compare CII with SPYI, ETY, SCHD. These 20 comparison targets span 10 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