Shelton Equity Income Fund (EQTIX) 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 EQTIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EQTIX
EQTIX charges 0.72% annually. There are 3 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 | EQTIX vs PUTW | |
| USCF Gold Strategy Plus Income Fund | 0.45% | — | Nov 2021 | EQTIX vs USG | |
| JPMorgan Equity Premium Income Fund Class I | 0.63% | — | Aug 2018 | EQTIX vs JEPIX | |
| Cullen Enhanced Equity Income Fund | 0.75% | — | Dec 2015 | EQTIX vs ENHNX | |
| BlackRock High Equity Income Fund | 0.85% | — | Apr 1998 | EQTIX vs BMCIX |
Best Risk-Adjusted Alternatives to EQTIX
EQTIX has a PortfoliosLab risk / return rank of 53. There are 5 mutual funds in the Derivative Income category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Enhanced Large Cap Core Fund | 85 | — | Apr 2004 | EQTIX vs CII | |
| The Covered Bridge Fund | 82 | — | Sep 2013 | EQTIX vs TCBIX | |
| Invesco Income Advantage U.S. Fund | 71 | — | Mar 2006 | EQTIX vs SCAUX | |
| Virtus Equity & Convertible Income Fund | 70 | — | Feb 2007 | EQTIX vs NIE | |
| WisdomTree Equity Premium Income Fund | 55 | 236.88M | Feb 2016 | EQTIX vs PUTW |
Top Performing EQTIX Alternatives (YTD)
EQTIX is at 9.64% YTD. There are 6 mutual funds in the Derivative Income category with higher YTD returns, going as high as 17.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst Nasdaq-100 Hedged Equity Fund | 17.67% | — | Dec 2013 | EQTIX vs CLPAX | |
| BlackRock Enhanced Large Cap Core Fund | 11.56% | — | Apr 2004 | EQTIX vs CII | |
| BlackRock ESG Capital Allocation Term Trust | 11.23% | — | Sep 2021 | EQTIX vs ECAT | |
| The Covered Bridge Fund | 11.04% | — | Sep 2013 | EQTIX vs TCBIX | |
| Virtus Equity & Convertible Income Fund | 10.90% | — | Feb 2007 | EQTIX vs NIE |
Lowest Volatility Alternatives to EQTIX
EQTIX has 9.59% 1-year volatility. There are 7 mutual funds in the Derivative Income category with lower 1-year volatility, going as low as 8.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Crossmark Steward Covered Call Income Fund | 8.34% | — | Dec 2017 | EQTIX vs SCJIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.54% | — | Aug 2018 | EQTIX vs JEPIX | |
| JPMorgan Equity Premium Income Fund Class A | 8.60% | — | Aug 2018 | EQTIX vs JEPAX | |
| The Covered Bridge Fund | 8.64% | — | Sep 2013 | EQTIX vs TCBIX | |
| WisdomTree Equity Premium Income Fund | 8.86% | 236.88M | Feb 2016 | EQTIX vs PUTW |
Lowest Drawdown Alternatives to EQTIX
EQTIX has a 1-year max drawdown of -7.10%. There are 4 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 | EQTIX vs MENYX | |
| The Covered Bridge Fund | -5.26% | — | Sep 2013 | EQTIX vs TCBIX | |
| Cullen Enhanced Equity Income Fund | -6.34% | — | Dec 2015 | EQTIX vs ENHNX | |
| Invesco Income Advantage U.S. Fund | -7.05% | — | Mar 2006 | EQTIX vs SCAUX | |
| WisdomTree Equity Premium Income Fund | -7.15% | 236.88M | Feb 2016 | EQTIX vs PUTW |
Other Mutual Funds from Shelton Capital Management
The 6 most viewed Shelton Capital Management mutual funds shown here include NEXTX, DEBTX, SISEX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Green Alpha Fund | Mid Cap Growth Equities | 31 | 15.71% | — | Mar 2013 | EQTIX vs NEXTX | |
| Shelton Tactical Credit Fund | Nontraditional Bonds | 54 | 1.15% | — | Dec 2013 | EQTIX vs DEBTX | |
| Shelton International Select Equity Fund | Foreign Large Cap Equities | 47 | 14.15% | — | Dec 2008 | EQTIX vs SISEX | |
| Green California Tax-Free Income Fund | Municipal Bonds | 56 | 1.42% | — | Dec 1985 | EQTIX vs CFNTX | |
| Shelton Capital Management U.S. Government Securit... | Government Bonds | 10 | -0.27% | — | Dec 1985 | EQTIX vs CAUSX | |
| Shelton Emerging Markets Fund | Emerging Markets Diversified | 82 | 24.26% | — | Mar 1997 | EQTIX vs EMSQX |
Often Compared With EQTIX
Investors most often compare EQTIX with NOIEX, ACGIX, MFHVX. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare EQTIX with Any Fund or Stock
Compare EQTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EQTIX with funds that move differently
Shelton Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EQTIX.
Explore EQTIX Diversifiers