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CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX) 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 KNGLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to KNGLX

KNGLX charges 1.20% annually. There are 19 mutual funds in the Derivative Income category with lower expense ratios, going as low as 0.45%.


Best Risk-Adjusted Alternatives to KNGLX

KNGLX has a PortfoliosLab risk / return rank of 32. There are 13 mutual funds in the Derivative Income category with higher risk-adjusted ranks, going as high as 86.


Top Performing KNGLX Alternatives (YTD)

KNGLX is at 9.30% YTD. There are 7 mutual funds in the Derivative Income category with higher YTD returns, going as high as 13.67%.


Lowest Volatility Alternatives to KNGLX

KNGLX has 11.33% 1-year volatility. There are 10 mutual funds in the Derivative Income category with lower 1-year volatility, going as low as 8.77%.


Lowest Drawdown Alternatives to KNGLX

KNGLX has a 1-year max drawdown of -8.90%. There are 9 mutual funds in the Derivative Income category with shallower 1-year drawdowns, going as shallow as -5.26%.


Other Mutual Funds from CBOE Vest

The 2 most viewed CBOE Vest mutual funds shown here include BUIGX, BTCLX and span 2 categories.


Often Compared With KNGLX

Investors most often compare KNGLX with KNG, NOBL, DIVO. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
FT Vest S&P 500 Dividend Aristocrats Target Income...Dividend, S&P 500
47
9.32%
3.53BMar 2018KNGLX vs KNG
ProShares S&P 500 Dividend Aristocrats ETFDividend, S&P 500, Large Cap Value Equities
51
11.50%
11.68BOct 2013KNGLX vs NOBL
Amplify CWP Enhanced Dividend Income ETFDerivative Income
84
8.84%
7.58BDec 2016KNGLX vs DIVO
Schwab U.S. Dividend Equity ETFDividend
95
24.36%
104.16BOct 2011KNGLX vs SCHD
Hercules Capital, Inc.
41
-3.06%
KNGLX vs HTGC
iShares Core Dividend Growth ETFLarge Cap Growth Equities, Dividend
92
13.79%
42.77BJun 2014KNGLX vs DGRO
Fidelity Flex 500 Index FundLarge Cap Blend Equities
54
9.83%
Mar 2017KNGLX vs FDFIX
WisdomTree U.S. Quality Dividend Growth FundQuality Factor, Dividend, Large Cap Growth Equities
70
10.05%
16.52BMay 2013KNGLX vs DGRW
First Trust S&P 500 Diversified Dividend Aristocra...S&P 500, Dividend
79
16.58%
71.47MJun 2017KNGLX vs KNGZ
Invesco QQQ ETFNasdaq-100
58
14.23%
452.80BMar 1999KNGLX vs QQQ
Vanguard Dividend Growth FundDividend, Large Cap Blend Equities
30
5.07%
35.70BMay 1992KNGLX vs VDIGX
Invesco S&P 500 Index AS&P 500
54
9.81%
Sep 1997KNGLX vs SPIAX
iShares S&P 500 Index Fund Institutional ClassS&P 500
57
10.06%
Apr 1993KNGLX vs BSPIX
Principal Large Cap S&P 500 Index Fund Institution...S&P 500
58
10.07%
Mar 2001KNGLX vs PLFIX
Nuveen S&P 500 Index Fund Retirement ClassS&P 500
55
9.95%
Oct 2002KNGLX vs TRSPX
NYLI S&P 500 Index Class AS&P 500
55
9.82%
Jan 2004KNGLX vs MSXAX
Fidelity 500 Index FundS&P 500
59
10.13%
Feb 1988KNGLX vs FXAIX
First Trust Enhanced Equity Income FundDerivative Income
56
7.62%
Aug 2004KNGLX vs FFA
BlackRock Enhanced International Dividend TrustDerivative Income
20
3.82%
May 2007KNGLX vs BGY
Victory S&P 500 Index FundS&P 500
54
9.84%
Nov 1991KNGLX vs MUXYX

Compare KNGLX with Any Fund or Stock

Compare KNGLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair KNGLX with funds that move differently

CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KNGLX.

Explore KNGLX Diversifiers