TCBIX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to TCBIX

TCBIX charges 1.40% annually. There are 22 mutual funds in the Derivative Income category with lower expense ratios, going as low as 0.44%.

Symbol	Name	Expense Ratio	AUM	Inception
PUTW	WisdomTree Equity Premium Income Fund	0.44%	236.88M	Feb 2016	TCBIX vs PUTW
USG	USCF Gold Strategy Plus Income Fund	0.45%	—	Nov 2021	TCBIX vs USG
JEPIX	JPMorgan Equity Premium Income Fund Class I	0.59%	—	Aug 2018	TCBIX vs JEPIX
EQTIX	Shelton Equity Income Fund	0.72%	—	Sep 1996	TCBIX vs EQTIX
ENHNX	Cullen Enhanced Equity Income Fund	0.75%	—	Dec 2015	TCBIX vs ENHNX

Best Risk-Adjusted Alternatives to TCBIX

TCBIX has a PortfoliosLab risk / return rank of 66. There are 6 mutual funds in the Derivative Income category with higher risk-adjusted ranks, going as high as 90.

Symbol	Name	Risk / Return Rank	AUM	Inception
CII	BlackRock Enhanced Large Cap Core Fund	90	—	Apr 2004	TCBIX vs CII
NIE	Virtus Equity & Convertible Income Fund	75	—	Feb 2007	TCBIX vs NIE
BMCIX	BlackRock High Equity Income Fund	67	—	Apr 1998	TCBIX vs BMCIX
QQQX	Nuveen Nasdaq 100 Dynamic Overwrite Fund	67	—	Jan 2007	TCBIX vs QQQX
SCAUX	Invesco Income Advantage U.S. Fund	67	—	Mar 2006	TCBIX vs SCAUX

Top Performing TCBIX Alternatives (YTD)

TCBIX is at 9.30% YTD. There are 9 mutual funds in the Derivative Income category with higher YTD returns, going as high as 15.17%.

Symbol	Name	YTD Return	AUM	Inception
ECAT	BlackRock ESG Capital Allocation Term Trust	15.17%	—	Sep 2021	TCBIX vs ECAT
CII	BlackRock Enhanced Large Cap Core Fund	14.82%	—	Apr 2004	TCBIX vs CII
QQQX	Nuveen Nasdaq 100 Dynamic Overwrite Fund	11.69%	—	Jan 2007	TCBIX vs QQQX
NIE	Virtus Equity & Convertible Income Fund	11.66%	—	Feb 2007	TCBIX vs NIE
BMCIX	BlackRock High Equity Income Fund	11.56%	—	Apr 1998	TCBIX vs BMCIX

Lowest Volatility Alternatives to TCBIX

TCBIX has 8.73% 1-year volatility. There is 1 mutual fund in the Derivative Income category with lower 1-year volatility, going as low as 8.71%.

Symbol	Name	Volatility 1Y	AUM	Inception
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.71%	—	Aug 2018	TCBIX vs JEPIX
JEPAX	JPMorgan Equity Premium Income Fund Class A	8.77%	—	Aug 2018	TCBIX vs JEPAX
SCJIX	Crossmark Steward Covered Call Income Fund	8.88%	—	Dec 2017	TCBIX vs SCJIX
MENYX	Madison Covered Call & Equity Income Fund	9.51%	—	Oct 2009	TCBIX vs MENYX
SCAUX	Invesco Income Advantage U.S. Fund	9.84%	—	Mar 2006	TCBIX vs SCAUX

Lowest Drawdown Alternatives to TCBIX

TCBIX has a 1-year max drawdown of -5.26%. No mutual funds in the Derivative Income category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -6.34%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ENHNX	Cullen Enhanced Equity Income Fund	-6.34%	—	Dec 2015	TCBIX vs ENHNX
SCAUX	Invesco Income Advantage U.S. Fund	-7.05%	—	Mar 2006	TCBIX vs SCAUX
EQTIX	Shelton Equity Income Fund	-7.10%	—	Sep 1996	TCBIX vs EQTIX
JEPAX	JPMorgan Equity Premium Income Fund Class A	-7.41%	—	Aug 2018	TCBIX vs JEPAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	-7.41%	—	Aug 2018	TCBIX vs JEPIX

Often Compared With TCBIX

Investors most often compare TCBIX with VSMPX, TPLGX, VASGX. These 16 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VSMPX	Vanguard Total Stock Market Index Fund Institution...	Large Cap Blend Equities	62	10.95%	2.30T	Apr 2015	TCBIX vs VSMPX
TPLGX	T. Rowe Price Institutional Large Cap Core Growth ...	Large Cap Growth Equities	9	-0.17%	—	Sep 2003	TCBIX vs TPLGX
VASGX	Vanguard LifeStrategy Growth Fund	Diversified Portfolio	60	9.01%	27.10B	Sep 1994	TCBIX vs VASGX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	62	10.94%	2.30T	Nov 2000	TCBIX vs VTSAX
BGY	BlackRock Enhanced International Dividend Trust	Derivative Income	10	2.52%	—	May 2007	TCBIX vs BGY
BMEAX	BlackRock High Equity Income Fund Class A	Derivative Income	66	11.42%	—	May 1998	TCBIX vs BMEAX
BOE	BlackRock Enhanced Global Dividend Trust	Derivative Income	34	8.50%	—	May 2005	TCBIX vs BOE
FFA	First Trust Enhanced Equity Income Fund	Derivative Income	40	6.40%	—	Aug 2004	TCBIX vs FFA
CLPAX	Catalyst Nasdaq-100 Hedged Equity Fund	Derivative Income	26	10.99%	—	Dec 2013	TCBIX vs CLPAX
XCIIX	BlackRock Enhanced Capital and Income Fund	Derivative Income	10	7.52%	—	Apr 2004	TCBIX vs XCIIX
EOS	Eaton Vance Enhanced Equity Income Fund II	Derivative Income	3	-0.95%	—	Jan 2005	TCBIX vs EOS
GOF	Guggenheim Strategic Opportunities Fund	Multisector Bonds, Diversified Portfolio, Actively Managed	1	-7.25%	—	Jul 2007	TCBIX vs GOF
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	Derivative Income, S&P 500	24	9.12%	—	Sep 2017	TCBIX vs KNGLX
GIDHX	Goldman Sachs International Equity Dividend and Pr...	Derivative Income	44	9.04%	—	Jan 2008	TCBIX vs GIDHX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	45	6.96%	—	Aug 2005	TCBIX vs BDJ
FLPKX	Fidelity Low-Priced Stock Fund Class K	Mid Cap Value Equities	46	12.78%	—	May 2008	TCBIX vs FLPKX

Compare TCBIX with Any Fund or Stock

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

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Diversifiers

Pair TCBIX with funds that move differently

The Covered Bridge Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TCBIX.

Explore TCBIX Diversifiers

The Covered Bridge Fund (TCBIX) Alternatives