The Covered Bridge Fund (TCBIX) Alternatives

The Covered Bridge Fund (TCBIX) 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 TCBIX. 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 TCBIX

TCBIX charges 1.40% annually. Among mutual funds in the Derivative Income category, these options have the lowest expense ratios among TCBIX alternatives.

Symbol	Name	Expense Ratio	Inception
PUTW	WisdomTree Equity Premium Income Fund	0.44%	Feb 24, 2016	TCBIX vs PUTW
USG	USCF Gold Strategy Plus Income Fund	0.45%	Nov 2, 2021	TCBIX vs USG
JEPIX	JPMorgan Equity Premium Income Fund Class I	0.63%	Aug 31, 2018	TCBIX vs JEPIX
EQTIX	Shelton Equity Income Fund	0.72%	Sep 3, 1996	TCBIX vs EQTIX
ENHNX	Cullen Enhanced Equity Income Fund	0.75%	Dec 14, 2015	TCBIX vs ENHNX

Best Risk-Adjusted Alternatives to TCBIX

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
CII	BlackRock Enhanced Large Cap Core Fund	89	Apr 27, 2004	TCBIX vs CII
USG	USCF Gold Strategy Plus Income Fund	83	Nov 2, 2021	TCBIX vs USG
GIDHX	Goldman Sachs International Equity Dividend and Pr...	78	Jan 30, 2008	TCBIX vs GIDHX
PUTW	WisdomTree Equity Premium Income Fund	72	Feb 24, 2016	TCBIX vs PUTW
NIE	Virtus Equity & Convertible Income Fund	57	Feb 27, 2007	TCBIX vs NIE

Top Performing TCBIX Alternatives (YTD)

TCBIX alternatives from the Derivative Income category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
USG	USCF Gold Strategy Plus Income Fund	6.85%	Nov 2, 2021	TCBIX vs USG
MENYX	Madison Covered Call & Equity Income Fund	4.35%	Oct 29, 2009	TCBIX vs MENYX
ENHNX	Cullen Enhanced Equity Income Fund	3.20%	Dec 14, 2015	TCBIX vs ENHNX
GIDHX	Goldman Sachs International Equity Dividend and Pr...	1.85%	Jan 30, 2008	TCBIX vs GIDHX
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	0.17%	Sep 10, 2017	TCBIX vs KNGLX

Lowest Volatility Alternatives to TCBIX

TCBIX alternatives from the Derivative Income category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
JEPAX	JPMorgan Equity Premium Income Fund Class A	13.68%	Aug 31, 2018	TCBIX vs JEPAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	13.70%	Aug 31, 2018	TCBIX vs JEPIX
ENHNX	Cullen Enhanced Equity Income Fund	13.94%	Dec 14, 2015	TCBIX vs ENHNX
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	14.28%	Sep 10, 2017	TCBIX vs KNGLX
PUTW	WisdomTree Equity Premium Income Fund	14.33%	Feb 24, 2016	TCBIX vs PUTW

Lowest Drawdown Alternatives to TCBIX

TCBIX alternatives from the Derivative Income category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
PUTW	WisdomTree Equity Premium Income Fund	-9.90%	Feb 24, 2016	TCBIX vs PUTW
GIDHX	Goldman Sachs International Equity Dividend and Pr...	-10.38%	Jan 30, 2008	TCBIX vs GIDHX
EQTIX	Shelton Equity Income Fund	-10.43%	Sep 3, 1996	TCBIX vs EQTIX
JEPAX	JPMorgan Equity Premium Income Fund Class A	-10.43%	Aug 31, 2018	TCBIX vs JEPAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	-10.49%	Aug 31, 2018	TCBIX vs JEPIX

Often Compared With TCBIX

What investors most often compare with TCBIX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VSMPX	Vanguard Total Stock Market Index Fund Institution...	Large Cap Blend Equities	46	-6.74%	Apr 28, 2015	TCBIX vs VSMPX
TPLGX	T. Rowe Price Institutional Large Cap Core Growth ...	Large Cap Growth Equities	21	-14.47%	Sep 30, 2003	TCBIX vs TPLGX
VASGX	Vanguard LifeStrategy Growth Fund	Diversified Portfolio	70	-3.57%	Sep 30, 1994	TCBIX vs VASGX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	46	-6.75%	Nov 13, 2000	TCBIX vs VTSAX
BXMX	Nuveen S&P 500 Buy-Write Income Fund	S&P 500, Derivative Income	23	-8.03%	Nov 25, 2004	TCBIX vs BXMX
BMEAX	BlackRock High Equity Income Fund Class A	Derivative Income	23	-5.21%	May 1, 1998	TCBIX vs BMEAX
EOS	Eaton Vance Enhanced Equity Income Fund II	Derivative Income	12	-10.77%	Jan 26, 2005	TCBIX vs EOS
SCAUX	Invesco Income Advantage U.S. Fund	Derivative Income	42	-5.39%	Mar 30, 2006	TCBIX vs SCAUX
FFA	First Trust Enhanced Equity Income Fund	Derivative Income	36	-5.60%	Aug 26, 2004	TCBIX vs FFA
GOF	Guggenheim Strategic Opportunities Fund	Derivative Income	1	-10.50%	Jul 26, 2007	TCBIX vs GOF
SCJIX	Crossmark Steward Covered Call Income Fund	Derivative Income	27	-7.52%	Dec 13, 2017	TCBIX vs SCJIX
BMCIX	BlackRock High Equity Income Fund	Derivative Income	26	-5.16%	Apr 30, 1998	TCBIX vs BMCIX
BGY	BlackRock Enhanced International Dividend Trust	Derivative Income	13	-5.98%	May 30, 2007	TCBIX vs BGY
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	16	-6.71%	Sep 28, 2021	TCBIX vs ECAT
BOE	BlackRock Enhanced Global Dividend Trust	Derivative Income	29	-4.40%	May 26, 2005	TCBIX vs BOE
CLPAX	Catalyst Nasdaq-100 Hedged Equity Fund	Derivative Income	38	-7.05%	Dec 30, 2013	TCBIX vs CLPAX

Compare TCBIX with Any Fund or Stock

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The Covered Bridge Fund

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