Catalyst Buffered Shield Fund (SHIIX) belongs to the Options Trading category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SHIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SHIIX
SHIIX charges 1.23% annually. There are 15 mutual funds in the Options Trading category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | — | Feb 2017 | SHIIX vs EIVPX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | — | Feb 2021 | SHIIX vs JHQTX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | — | Feb 2021 | SHIIX vs JHQDX | |
| Gateway Equity Call Premium Fund | 0.68% | — | Sep 2014 | SHIIX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | — | SHIIX vs GTEYX |
Best Risk-Adjusted Alternatives to SHIIX
SHIIX has a PortfoliosLab risk / return rank of 85. There are 5 mutual funds in the Options Trading category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 100 | — | Nov 2016 | SHIIX vs PPFIX | |
| Easterly Hedged Equity Fund | 89 | — | Jul 2015 | SHIIX vs JDIEX | |
| MAI Managed Volatility Fund | 89 | — | Sep 2010 | SHIIX vs MAIPX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 88 | — | Feb 2017 | SHIIX vs EIVPX | |
| Glenmede Secured Options Portfolio | 87 | — | Jun 2010 | SHIIX vs GTSOX |
Top Performing SHIIX Alternatives (YTD)
SHIIX is at 4.78% YTD. There are 16 mutual funds in the Options Trading category with higher YTD returns, going as high as 9.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 9.72% | — | Jan 2007 | SHIIX vs QQQX | |
| AlphaCentric Premium Opportunity Fund | 8.19% | — | Sep 2016 | SHIIX vs HMXIX | |
| Easterly Hedged Equity Fund | 7.61% | — | Jul 2015 | SHIIX vs JDIEX | |
| Cboe Vest US Large Cap 10% Buffer Fund | 6.43% | — | Aug 2016 | SHIIX vs BUIGX | |
| Glenmede Secured Options Portfolio | 6.35% | — | Jun 2010 | SHIIX vs GTSOX |
Lowest Volatility Alternatives to SHIIX
SHIIX has 5.38% 1-year volatility. There are 5 mutual funds in the Options Trading category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 0.85% | — | Nov 2016 | SHIIX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | 3.53% | — | Apr 2012 | SHIIX vs STTIX | |
| MAI Managed Volatility Fund | 4.80% | — | Sep 2010 | SHIIX vs MAIPX | |
| Rational Tactical Return Fund | 4.88% | — | Apr 2007 | SHIIX vs HRSTX | |
| Beacon Planned Return Strategy Fund | 5.20% | — | Oct 2017 | SHIIX vs BPRLX |
Lowest Drawdown Alternatives to SHIIX
SHIIX has a 1-year max drawdown of -4.27%. There are 7 mutual funds in the Options Trading category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | -0.25% | — | Nov 2016 | SHIIX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | -2.86% | — | Apr 2012 | SHIIX vs STTIX | |
| Rational Tactical Return Fund | -3.09% | — | Apr 2007 | SHIIX vs HRSTX | |
| MAI Managed Volatility Fund | -3.10% | — | Sep 2010 | SHIIX vs MAIPX | |
| Easterly Hedged Equity Fund | -3.49% | — | Jul 2015 | SHIIX vs JDIEX |
Other Mutual Funds from Catalyst Mutual Funds
The 10 most viewed Catalyst Mutual Funds mutual funds shown here include MBXIX, ATRFX, CLPAX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | Hedge Fund | 92 | 14.91% | — | Dec 1996 | SHIIX vs MBXIX | |
| Catalyst Systematic Alpha Class I | Multistrategy | 11 | 0.83% | — | Jul 2014 | SHIIX vs ATRFX | |
| Catalyst Nasdaq-100 Hedged Equity Fund | Derivative Income | 39 | 15.66% | — | Dec 2013 | SHIIX vs CLPAX | |
| Catalyst/Millburn Hedge Strategy Fund | Macro Trading | 91 | 14.76% | — | Dec 2015 | SHIIX vs MBXAX | |
| Catalyst/SMH Total Return Income Fund | Diversified Portfolio | 22 | 3.86% | — | May 2008 | SHIIX vs TRIFX | |
| Catalyst/SMH High Income Fund | High Yield Bonds | 83 | 3.63% | — | May 2008 | SHIIX vs HIIFX | |
| Catalyst/CIFC Floating Rate Income Fund | Bank Loan | 60 | 0.49% | — | Dec 2012 | SHIIX vs CFRIX | |
| Catalyst Insider Buying Fund | Large Cap Growth Equities | 12 | 16.86% | — | Jul 2011 | SHIIX vs INSAX | |
| Catalyst Energy Infrastructure Fund | Energy Equities | 9 | 25.74% | — | Dec 2014 | SHIIX vs MLXIX | |
| Catalyst/MAP Global Balanced Fund | Global Allocation | 58 | 6.41% | — | Jul 2011 | SHIIX vs TRXAX |
Often Compared With SHIIX
Investors most often compare SHIIX with IPSAX, IRONX, CPEAX. These 12 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| IPS Strategic Capital Absolute Return Fund | Options Trading | 9 | 0.20% | — | Apr 2016 | SHIIX vs IPSAX | |
| Ironclad Managed Risk Fund | Options Trading | 36 | 4.23% | — | Oct 2010 | SHIIX vs IRONX | |
| Catalyst Dynamic Alpha Fund | Large Cap Growth Equities | 53 | 26.79% | — | Dec 2011 | SHIIX vs CPEAX | |
| XAI Madison Equity Premium Income Fund | Options Trading | 5 | -2.05% | — | Jan 2015 | SHIIX vs MCN | |
| Swan Defined Risk Fund | Options Trading | 60 | 5.69% | — | Jul 2012 | SHIIX vs SDRIX | |
| Eaton Vance Tax-Managed Buy-Write Income Fund | Options Trading | 41 | 4.53% | — | Apr 2005 | SHIIX vs ETB | |
| Swan Defined Risk Growth Fund | Options Trading | 45 | 5.66% | — | Dec 2018 | SHIIX vs SDAIX | |
| Calamos Hedged Equity Fund | Options Trading | 74 | 5.52% | — | Dec 2014 | SHIIX vs CIHEX | |
| Horizon Defined Risk Fund | Options Trading | 68 | 4.87% | — | Dec 2017 | SHIIX vs HNDRX | |
| Gateway Fund | Options Trading | 68 | 4.39% | — | Dec 1977 | SHIIX vs GATEX | |
| Cavanal Hill Hedged Income Fund | Options Trading | 50 | 5.63% | — | Dec 2020 | SHIIX vs APLIX | |
| JPMorgan Hedged Equity Fund | Options Trading | 13 | -1.67% | — | Dec 2013 | SHIIX vs JHQAX |
Compare SHIIX with Any Fund or Stock
Compare SHIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SHIIX with funds that move differently
Catalyst Buffered Shield Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SHIIX.
Explore SHIIX Diversifiers