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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 20 mutual funds in the Derivative Income category with lower expense ratios, going as low as 0.44%.


Best Risk-Adjusted Alternatives to KNGLX

KNGLX has a PortfoliosLab risk / return rank of 15. There are 17 mutual funds in the Derivative Income category with higher risk-adjusted ranks, going as high as 79.


Top Performing KNGLX Alternatives (YTD)

KNGLX is at 4.69% YTD. There are 14 mutual funds in the Derivative Income category with higher YTD returns, going as high as 14.92%.


Lowest Volatility Alternatives to KNGLX

KNGLX has 10.86% 1-year volatility. There are 9 mutual funds in the Derivative Income category with lower 1-year volatility, going as low as 8.72%.


Lowest Drawdown Alternatives to KNGLX

KNGLX has a 1-year max drawdown of -8.90%. There are 10 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 7 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
FT Vest S&P 500 Dividend Aristocrats Target Income...Dividend, S&P 500
27
4.84%
3.32BMar 2018KNGLX vs KNG
ProShares S&P 500 Dividend Aristocrats ETFDividend, S&P 500, Large Cap Value Equities
29
6.48%
11.27BOct 2013KNGLX vs NOBL
Amplify CWP Enhanced Dividend Income ETFDerivative Income
60
5.40%
7.20BDec 2016KNGLX vs DIVO
Hercules Capital, Inc.
32
-14.59%
KNGLX vs HTGC
Schwab U.S. Dividend Equity ETFDividend
77
17.72%
99.95BOct 2011KNGLX vs SCHD
Fidelity Flex 500 Index FundLarge Cap Blend Equities
61
9.64%
Mar 2017KNGLX vs FDFIX
iShares Core Dividend Growth ETFLarge Cap Growth Equities, Dividend
75
9.19%
41.89BJun 2014KNGLX vs DGRO
WisdomTree U.S. Quality Dividend Growth FundDividend, Large Cap Growth Equities
48
6.36%
16.61BMay 2013KNGLX vs DGRW
First Trust S&P 500 Diversified Dividend Aristocra...S&P 500, Dividend
58
13.33%
62.84MJun 2017KNGLX vs KNGZ
Invesco QQQ ETFNasdaq-100
59
16.45%
493.17BMar 1999KNGLX vs QQQ
Vanguard Dividend Growth FundDividend, Large Cap Blend Equities
16
2.27%
36.40BMay 1992KNGLX vs VDIGX
Invesco S&P 500 Index AS&P 500
62
9.53%
Sep 1997KNGLX vs SPIAX
iShares S&P 500 Index Fund Institutional ClassS&P 500
64
9.73%
Apr 1993KNGLX vs BSPIX
Fidelity 500 Index FundS&P 500
65
9.79%
Feb 1988KNGLX vs FXAIX
Nuveen S&P 500 Index Fund Retirement ClassS&P 500
63
9.65%
Oct 2002KNGLX vs TRSPX
Principal Large Cap S&P 500 Index Fund Institution...S&P 500
65
9.73%
Mar 2001KNGLX vs PLFIX
Victory S&P 500 Index FundS&P 500
61
9.56%
Nov 1991KNGLX vs MUXYX
First Trust Enhanced Equity Income FundDerivative Income
34
3.15%
Aug 2004KNGLX vs FFA
NYLI S&P 500 Index Class AS&P 500
62
9.53%
Jan 2004KNGLX vs MSXAX
BlackRock Enhanced International Dividend TrustDerivative Income
8
0.56%
May 2007KNGLX vs BGY

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