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 | |
|---|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 0.44% | 236.88M | Feb 2016 | TCBIX vs PUTW | |
| USCF Gold Strategy Plus Income Fund | 0.45% | — | Nov 2021 | TCBIX vs USG | |
| JPMorgan Equity Premium Income Fund Class I | 0.59% | — | Aug 2018 | TCBIX vs JEPIX | |
| Shelton Equity Income Fund | 0.72% | — | Sep 1996 | TCBIX vs EQTIX | |
| 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 58. There are 3 mutual funds in the Derivative Income category with higher risk-adjusted ranks, going as high as 79.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Enhanced Large Cap Core Fund | 79 | — | Apr 2004 | TCBIX vs CII | |
| Invesco Income Advantage U.S. Fund | 63 | — | Mar 2006 | TCBIX vs SCAUX | |
| Virtus Equity & Convertible Income Fund | 62 | — | Feb 2007 | TCBIX vs NIE | |
| BlackRock High Equity Income Fund | 54 | — | Apr 1998 | TCBIX vs BMCIX | |
| BlackRock High Equity Income Fund Class A | 53 | — | May 1998 | TCBIX vs BMEAX |
Top Performing TCBIX Alternatives (YTD)
TCBIX is at 7.52% YTD. There are 10 mutual funds in the Derivative Income category with higher YTD returns, going as high as 14.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst Nasdaq-100 Hedged Equity Fund | 14.92% | — | Dec 2013 | TCBIX vs CLPAX | |
| BlackRock ESG Capital Allocation Term Trust | 11.26% | — | Sep 2021 | TCBIX vs ECAT | |
| Virtus Equity & Convertible Income Fund | 9.78% | — | Feb 2007 | TCBIX vs NIE | |
| Goldman Sachs International Equity Dividend and Pr... | 9.38% | — | Jan 2008 | TCBIX vs GIDHX | |
| BlackRock High Equity Income Fund | 9.23% | — | Apr 1998 | TCBIX vs BMCIX |
Lowest Volatility Alternatives to TCBIX
TCBIX has 8.77% 1-year volatility. There is 1 mutual fund in the Derivative Income category with lower 1-year volatility, going as low as 8.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| JPMorgan Equity Premium Income Fund Class I | 8.72% | — | Aug 2018 | TCBIX vs JEPIX | |
| JPMorgan Equity Premium Income Fund Class A | 8.78% | — | Aug 2018 | TCBIX vs JEPAX | |
| Crossmark Steward Covered Call Income Fund | 8.81% | — | Dec 2017 | TCBIX vs SCJIX | |
| Madison Covered Call & Equity Income Fund | 9.32% | — | Oct 2009 | TCBIX vs MENYX | |
| WisdomTree Equity Premium Income Fund | 9.33% | 236.88M | Feb 2016 | TCBIX vs PUTW |
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 -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Madison Covered Call & Equity Income Fund | -6.31% | — | Oct 2009 | TCBIX vs MENYX | |
| Cullen Enhanced Equity Income Fund | -6.34% | — | Dec 2015 | TCBIX vs ENHNX | |
| Invesco Income Advantage U.S. Fund | -7.05% | — | Mar 2006 | TCBIX vs SCAUX | |
| Shelton Equity Income Fund | -7.10% | — | Sep 1996 | TCBIX vs EQTIX | |
| WisdomTree Equity Premium Income Fund | -7.15% | 236.88M | Feb 2016 | TCBIX vs PUTW |
Often Compared With TCBIX
Investors most often compare TCBIX with VSMPX, TPLGX, VASGX. These 13 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare TCBIX with Any Fund or Stock
Compare TCBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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