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 46 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 29. There are 65 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 95 | — | Oct 2009 | ECAT vs ASTIX | |
| Hussman Strategic Total Return Fund | 95 | — | Sep 2002 | ECAT vs HSTRX | |
| PIMCO All Asset Fund | 95 | — | Nov 2002 | ECAT vs PAAIX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 94 | — | Apr 2012 | ECAT vs SIOAX | |
| PIMCO All Asset Fund Class A | 94 | — | Apr 2008 | ECAT vs PASAX |
Top Performing ECAT Alternatives (YTD)
ECAT is at 10.45% YTD. There are 15 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 43.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 43.03% | — | Sep 2019 | ECAT vs QEVOX | |
| Donoghue Forlines Momentum Fund | 33.55% | — | Dec 2016 | ECAT vs MOJOX | |
| Teberg Fund | 21.81% | — | Mar 2002 | ECAT vs TEBRX | |
| PIMCO Dynamic Income Strategy Fund | 19.01% | — | Feb 2019 | ECAT vs PDX | |
| Potomac Defensive Bull Fund | 18.43% | — | Jun 2020 | ECAT vs CRDBX |
Lowest Volatility Alternatives to ECAT
ECAT has 14.17% 1-year volatility. There are 66 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.54% | — | Aug 2012 | ECAT vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.81% | — | Apr 2012 | ECAT vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | ECAT vs TTIFX | |
| OnTrack Core Fund | 4.15% | — | Jan 2013 | ECAT vs OTRFX | |
| Hussman Strategic Total Return Fund | 4.31% | — | Sep 2002 | ECAT vs HSTRX |
Lowest Drawdown Alternatives to ECAT
ECAT has a 1-year max drawdown of -11.80%. There are 74 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 | |
| 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 | -2.48% | — | Sep 2002 | ECAT vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | ECAT vs ASTIX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include WFSPX, BDMIX, LIVIX and span 9 categories. AUM among these funds goes as high as $12B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Class K | S&P 500 | 63 | 9.34% | — | Jul 1993 | ECAT vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 97 | 12.04% | — | Dec 2012 | ECAT vs BDMIX | |
| BlackRock LifePath Index 2055 Fund - Institutional... | Target Retirement Date | 70 | 11.03% | — | May 2011 | ECAT vs LIVIX | |
| BlackRock Enhanced Equity Dividend Trust | Derivative Income | 64 | 8.08% | — | Aug 2005 | ECAT vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 30 | 22.08% | — | May 2000 | ECAT vs BGSAX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 74 | 12.22% | — | Sep 1999 | ECAT vs FAMRX | |
| BlackRock Global Equity Market Neutral Fund | Equity Market Neutral | 97 | 11.82% | — | Dec 2012 | ECAT vs BDMAX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | Small Cap Blend Equities | 84 | 21.93% | 11.50B | Mar 1999 | ECAT vs VTMSX | |
| BlackRock Strategic Income Opportunities Fund Clas... | Total Bond Market | 64 | 1.03% | — | Feb 2008 | ECAT vs BSIIX | |
| BlackRock High Yield K | High Yield Bonds | 78 | 1.22% | — | Jan 2001 | ECAT vs BRHYX |
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