Shelton Equity Income Fund (EQTIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to EQTIX
EQTIX charges 0.72% annually. Among mutual funds in the Derivative Income category, these options have the lowest expense ratios among EQTIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 0.44% | Feb 24, 2016 | EQTIX vs PUTW | |
| USCF Gold Strategy Plus Income Fund | 0.45% | Nov 2, 2021 | EQTIX vs USG | |
| JPMorgan Equity Premium Income Fund Class I | 0.63% | Aug 31, 2018 | EQTIX vs JEPIX | |
| Cullen Enhanced Equity Income Fund | 0.75% | Dec 14, 2015 | EQTIX vs ENHNX | |
| JPMorgan Equity Premium Income Fund Class A | 0.85% | Aug 31, 2018 | EQTIX vs JEPAX |
Best Risk-Adjusted Alternatives to EQTIX
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 | EQTIX vs CII | |
| USCF Gold Strategy Plus Income Fund | 83 | Nov 2, 2021 | EQTIX vs USG | |
| Goldman Sachs International Equity Dividend and Pr... | 78 | Jan 30, 2008 | EQTIX vs GIDHX | |
| WisdomTree Equity Premium Income Fund | 72 | Feb 24, 2016 | EQTIX vs PUTW | |
| Virtus Equity & Convertible Income Fund | 57 | Feb 27, 2007 | EQTIX vs NIE |
Top Performing EQTIX Alternatives (YTD)
EQTIX 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 | EQTIX vs USG | |
| Madison Covered Call & Equity Income Fund | 4.35% | Oct 29, 2009 | EQTIX vs MENYX | |
| Cullen Enhanced Equity Income Fund | 3.20% | Dec 14, 2015 | EQTIX vs ENHNX | |
| Goldman Sachs International Equity Dividend and Pr... | 1.85% | Jan 30, 2008 | EQTIX vs GIDHX | |
| The Covered Bridge Fund | 0.83% | Sep 30, 2013 | EQTIX vs TCBIX |
Lowest Volatility Alternatives to EQTIX
EQTIX 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 | EQTIX vs TCBIX | |
| JPMorgan Equity Premium Income Fund Class A | 13.68% | Aug 31, 2018 | EQTIX vs JEPAX | |
| JPMorgan Equity Premium Income Fund Class I | 13.70% | Aug 31, 2018 | EQTIX vs JEPIX | |
| Cullen Enhanced Equity Income Fund | 13.94% | Dec 14, 2015 | EQTIX vs ENHNX | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 14.28% | Sep 10, 2017 | EQTIX vs KNGLX |
Lowest Drawdown Alternatives to EQTIX
EQTIX 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 | EQTIX vs PUTW | |
| The Covered Bridge Fund | -10.24% | Sep 30, 2013 | EQTIX vs TCBIX | |
| Goldman Sachs International Equity Dividend and Pr... | -10.38% | Jan 30, 2008 | EQTIX vs GIDHX | |
| JPMorgan Equity Premium Income Fund Class A | -10.43% | Aug 31, 2018 | EQTIX vs JEPAX | |
| JPMorgan Equity Premium Income Fund Class I | -10.49% | Aug 31, 2018 | EQTIX vs JEPIX |
Other Mutual Funds from Shelton Capital Management
Most popular Shelton Capital Management mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Shelton Green Alpha Fund | Mid Cap Growth Equities | 55 | 1.32% | Mar 12, 2013 | EQTIX vs NEXTX | |
| Shelton Tactical Credit Fund | Nontraditional Bonds | 56 | -1.26% | Dec 11, 2013 | EQTIX vs DEBTX | |
| Shelton International Select Equity Fund | Foreign Large Cap Equities | 69 | -1.34% | Dec 19, 2008 | EQTIX vs SISEX | |
| Shelton Emerging Markets Fund | Emerging Markets Diversified | 81 | 1.25% | Mar 19, 1997 | EQTIX vs EMSQX | |
| Green California Tax-Free Income Fund | Municipal Bonds | 30 | -0.84% | Dec 3, 1985 | EQTIX vs CFNTX | |
| Shelton Capital Management U.S. Government Securit... | Government Bonds | 29 | -0.25% | Dec 3, 1985 | EQTIX vs CAUSX |
Often Compared With EQTIX
What investors most often compare with EQTIX, 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.