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 2 mutual funds in the Derivative Income category with lower expense ratios, going as low as 0.45%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 0.45% | 8.86M | Nov 2021 | EQTIX vs USG | |
| JPMorgan Equity Premium Income Fund Class I | 0.59% | — | Aug 2018 | EQTIX vs JEPIX | |
| Cullen Enhanced Equity Income Fund | 0.75% | — | Dec 2015 | EQTIX vs ENHNX | |
| JPMorgan Equity Premium Income Fund Class A | 0.85% | — | Aug 2018 | EQTIX vs JEPAX | |
| 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 54. There are 10 mutual funds in the Derivative Income category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| The Covered Bridge Fund | 86 | — | Sep 2013 | EQTIX vs TCBIX | |
| BlackRock High Equity Income Fund | 81 | — | Apr 1998 | EQTIX vs BMCIX | |
| Goldman Sachs International Equity Dividend and Pr... | 78 | — | Jan 2008 | EQTIX vs GIDHX | |
| BlackRock High Equity Income Fund Class A | 78 | — | May 1998 | EQTIX vs BMEAX | |
| Virtus Equity & Convertible Income Fund | 66 | — | Feb 2007 | EQTIX vs NIE |
Top Performing EQTIX Alternatives (YTD)
EQTIX is at 9.12% YTD. There are 9 mutual funds in the Derivative Income category with higher YTD returns, going as high as 13.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock High Equity Income Fund | 13.67% | — | Apr 1998 | EQTIX vs BMCIX | |
| BlackRock High Equity Income Fund Class A | 12.83% | — | May 1998 | EQTIX vs BMEAX | |
| Goldman Sachs International Equity Dividend and Pr... | 12.28% | — | Jan 2008 | EQTIX vs GIDHX | |
| Cullen Enhanced Equity Income Fund | 11.84% | — | Dec 2015 | EQTIX vs ENHNX | |
| BlackRock ESG Capital Allocation Term Trust | 11.70% | — | Sep 2021 | EQTIX vs ECAT |
Lowest Volatility Alternatives to EQTIX
EQTIX has 10.60% 1-year volatility. There are 7 mutual funds in the Derivative Income category with lower 1-year volatility, going as low as 8.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| The Covered Bridge Fund | 8.77% | — | Sep 2013 | EQTIX vs TCBIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.83% | — | Aug 2018 | EQTIX vs JEPIX | |
| JPMorgan Equity Premium Income Fund Class A | 8.90% | — | Aug 2018 | EQTIX vs JEPAX | |
| Crossmark Steward Covered Call Income Fund | 9.29% | — | Dec 2017 | EQTIX vs SCJIX | |
| Madison Covered Call & Equity Income Fund | 9.51% | — | Oct 2009 | EQTIX vs MENYX |
Lowest Drawdown Alternatives to EQTIX
EQTIX has a 1-year max drawdown of -7.10%. There are 3 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 | 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 | |
| JPMorgan Equity Premium Income Fund Class A | -7.41% | — | Aug 2018 | EQTIX vs JEPAX | |
| JPMorgan Equity Premium Income Fund Class I | -7.41% | — | Aug 2018 | EQTIX vs JEPIX |
Other Mutual Funds from Shelton
The 7 most viewed Shelton mutual funds shown here include NASDX, DEBTX, NEXTX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 37 | 12.17% | — | Jan 2000 | EQTIX vs NASDX | |
| Shelton Tactical Credit Fund | Nontraditional Bonds | 54 | 1.69% | — | Dec 2013 | EQTIX vs DEBTX | |
| Shelton Green Alpha Fund | Mid Cap Growth Equities | 14 | 8.59% | — | Mar 2013 | EQTIX vs NEXTX | |
| Shelton International Select Equity Fund | Foreign Large Cap Equities | 64 | 14.72% | — | Dec 2008 | EQTIX vs SISEX | |
| Shelton Capital Management U.S. Government Securit... | Government Bonds | 5 | -1.82% | — | Dec 1985 | EQTIX vs CAUSX | |
| Green California Tax-Free Income Fund | Municipal Bonds | 54 | 0.19% | — | Dec 1985 | EQTIX vs CFNTX | |
| Shelton Emerging Markets Fund | Emerging Markets Equities | 56 | 17.04% | — | Mar 1997 | EQTIX vs EMSQX |
Often Compared With EQTIX
Investors most often compare EQTIX with NOIEX, ACGIX, MFHVX. These 20 comparison targets span 17 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