BlackRock ESG Capital Allocation Term Trust (ECAT) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ECAT. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ECAT
ECAT charges 1.43% annually. There are 45 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | ECAT vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | ECAT vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | ECAT vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | ECAT vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | ECAT vs GPIFX |
Best Risk-Adjusted Alternatives to ECAT
ECAT has a PortfoliosLab risk / return rank of 34. There are 64 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Potomac Defensive Bull Fund | 94 | — | Jun 2020 | ECAT vs CRDBX | |
| Astor Dynamic Allocation Fund | 94 | — | Oct 2009 | ECAT vs ASTIX | |
| Donoghue Forlines Tactical Allocation Fund | 92 | — | Apr 2018 | ECAT vs GTAIX | |
| Teberg Fund | 91 | — | Mar 2002 | ECAT vs TEBRX | |
| Donoghue Forlines Momentum Fund | 91 | — | Dec 2016 | ECAT vs MOJOX |
Top Performing ECAT Alternatives (YTD)
ECAT is at 12.06% YTD. There are 14 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 51.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 51.74% | — | Sep 2019 | ECAT vs QEVOX | |
| Donoghue Forlines Momentum Fund | 41.68% | — | Dec 2016 | ECAT vs MOJOX | |
| Teberg Fund | 31.92% | — | Mar 2002 | ECAT vs TEBRX | |
| Quantified STF Fund | 25.79% | — | Nov 2015 | ECAT vs QSTFX | |
| Quantified Market Leaders Fund | 20.58% | — | Aug 2013 | ECAT vs QMLFX |
Lowest Volatility Alternatives to ECAT
ECAT has 13.79% 1-year volatility. There are 63 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.50% | — | Aug 2012 | ECAT vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.67% | — | Apr 2012 | ECAT vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.78% | — | Jul 2014 | ECAT vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.73% | — | Aug 2004 | ECAT vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.74% | — | — | ECAT vs HFSAX |
Lowest Drawdown Alternatives to ECAT
ECAT has a 1-year max drawdown of -11.80%. There are 72 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | ECAT vs GPIFX | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | ECAT vs QDSNX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | ECAT vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | ECAT vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | ECAT vs HSTRX |
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 | 66 | 10.17% | — | Jul 1993 | ECAT vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 95 | 12.96% | — | Dec 2012 | ECAT vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 67 | 12.50% | — | May 2011 | ECAT vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 76 | 12.03% | — | Dec 1991 | ECAT vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 31 | 2.24% | — | Aug 2005 | ECAT vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 60 | 11.24% | — | Jul 2010 | ECAT vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 66 | 43.57% | — | Apr 2000 | ECAT vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.59% | — | Oct 2007 | ECAT vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 75 | 14.24% | — | Sep 1999 | ECAT vs FAMRX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | Small Cap Blend Equities | 69 | 20.05% | 10.70B | Mar 1999 | ECAT vs VTMSX |
Often Compared With ECAT
Investors most often compare ECAT with BCAT, BGT, JQC. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare ECAT with Any Fund or Stock
Compare ECAT with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ECAT with funds that move differently
BlackRock ESG Capital Allocation Term Trust alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ECAT.
Explore ECAT Diversifiers