BlackRock ESG Capital Allocation Term Trust (ECAT) Alternatives
BlackRock ESG Capital Allocation Term Trust (ECAT) 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 ECAT. 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 ECAT
ECAT charges 1.38% annually. Among mutual funds in the Derivative Income category, these options have the lowest expense ratios among ECAT alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 0.44% | Feb 24, 2016 | ECAT vs PUTW | |
| USCF Gold Strategy Plus Income Fund | 0.45% | Nov 2, 2021 | ECAT vs USG | |
| JPMorgan Equity Premium Income Fund Class I | 0.63% | Aug 31, 2018 | ECAT vs JEPIX | |
| Shelton Equity Income Fund | 0.72% | Sep 3, 1996 | ECAT vs EQTIX | |
| Cullen Enhanced Equity Income Fund | 0.75% | Dec 14, 2015 | ECAT vs ENHNX |
Best Risk-Adjusted Alternatives to ECAT
Among mutual funds in the Derivative Income 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 | |
|---|---|---|---|---|
| BlackRock Enhanced Large Cap Core Fund | 89 | Apr 27, 2004 | ECAT vs CII | |
| USCF Gold Strategy Plus Income Fund | 83 | Nov 2, 2021 | ECAT vs USG | |
| Goldman Sachs International Equity Dividend and Pr... | 78 | Jan 30, 2008 | ECAT vs GIDHX | |
| WisdomTree Equity Premium Income Fund | 72 | Feb 24, 2016 | ECAT vs PUTW | |
| Virtus Equity & Convertible Income Fund | 57 | Feb 27, 2007 | ECAT vs NIE |
Top Performing ECAT Alternatives (YTD)
ECAT alternatives from the Derivative Income category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 6.85% | Nov 2, 2021 | ECAT vs USG | |
| Madison Covered Call & Equity Income Fund | 4.35% | Oct 29, 2009 | ECAT vs MENYX | |
| Cullen Enhanced Equity Income Fund | 3.20% | Dec 14, 2015 | ECAT vs ENHNX | |
| Goldman Sachs International Equity Dividend and Pr... | 1.85% | Jan 30, 2008 | ECAT vs GIDHX | |
| The Covered Bridge Fund | 0.83% | Sep 30, 2013 | ECAT vs TCBIX |
Lowest Volatility Alternatives to ECAT
ECAT alternatives from the Derivative Income category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| The Covered Bridge Fund | 13.05% | Sep 30, 2013 | ECAT vs TCBIX | |
| JPMorgan Equity Premium Income Fund Class A | 13.68% | Aug 31, 2018 | ECAT vs JEPAX | |
| JPMorgan Equity Premium Income Fund Class I | 13.70% | Aug 31, 2018 | ECAT vs JEPIX | |
| Cullen Enhanced Equity Income Fund | 13.94% | Dec 14, 2015 | ECAT vs ENHNX | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 14.28% | Sep 10, 2017 | ECAT vs KNGLX |
Lowest Drawdown Alternatives to ECAT
ECAT alternatives from the Derivative Income 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 | ECAT vs PUTW | |
| The Covered Bridge Fund | -10.24% | Sep 30, 2013 | ECAT vs TCBIX | |
| Goldman Sachs International Equity Dividend and Pr... | -10.38% | Jan 30, 2008 | ECAT vs GIDHX | |
| JPMorgan Equity Premium Income Fund Class A | -10.43% | Aug 31, 2018 | ECAT vs JEPAX | |
| Shelton Equity Income Fund | -10.43% | Sep 3, 1996 | ECAT vs EQTIX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 51 | -9.12% | Jan 18, 2000 | ECAT vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 7 | -11.11% | Feb 4, 2004 | ECAT vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 68 | -3.56% | Sep 6, 1994 | ECAT vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 46 | -6.78% | Sep 6, 1994 | ECAT vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 46 | -7.06% | Jul 30, 1993 | ECAT vs WFSPX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 62 | -4.27% | May 30, 2011 | ECAT vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 70 | -2.99% | Dec 30, 1991 | ECAT vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 8 | 6.59% | Jul 30, 2010 | ECAT vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 27 | -7.23% | Aug 30, 2005 | ECAT vs BDJ | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 3.57% | Dec 20, 2012 | ECAT vs BDMIX |
Often Compared With ECAT
What investors most often compare with ECAT, 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.