BlackRock Enhanced Capital and Income Fund (XCIIX) 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 XCIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to XCIIX
XCIIX charges 0.90% annually. There are 10 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 | XCIIX vs PUTW | |
| USCF Gold Strategy Plus Income Fund | 0.45% | — | Nov 2021 | XCIIX vs USG | |
| JPMorgan Equity Premium Income Fund Class I | 0.59% | — | Aug 2018 | XCIIX vs JEPIX | |
| Shelton Equity Income Fund | 0.72% | — | Sep 1996 | XCIIX vs EQTIX | |
| Cullen Enhanced Equity Income Fund | 0.75% | — | Dec 2015 | XCIIX vs ENHNX |
Best Risk-Adjusted Alternatives to XCIIX
XCIIX has a PortfoliosLab risk / return rank of 12. There are 21 mutual funds in the Derivative Income category with higher risk-adjusted ranks, going as high as 80.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Enhanced Large Cap Core Fund | 80 | — | Apr 2004 | XCIIX vs CII | |
| Virtus Equity & Convertible Income Fund | 74 | — | Feb 2007 | XCIIX vs NIE | |
| Invesco Income Advantage U.S. Fund | 65 | — | Mar 2006 | XCIIX vs SCAUX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 62 | — | Jan 2007 | XCIIX vs QQQX | |
| The Covered Bridge Fund | 62 | — | Sep 2013 | XCIIX vs TCBIX |
Top Performing XCIIX Alternatives (YTD)
XCIIX is at 8.53% YTD. There are 9 mutual funds in the Derivative Income category with higher YTD returns, going as high as 15.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst Nasdaq-100 Hedged Equity Fund | 15.66% | — | Dec 2013 | XCIIX vs CLPAX | |
| BlackRock ESG Capital Allocation Term Trust | 12.06% | — | Sep 2021 | XCIIX vs ECAT | |
| Virtus Equity & Convertible Income Fund | 10.74% | — | Feb 2007 | XCIIX vs NIE | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 9.72% | — | Jan 2007 | XCIIX vs QQQX | |
| BlackRock High Equity Income Fund | 9.40% | — | Apr 1998 | XCIIX vs BMCIX |
Lowest Volatility Alternatives to XCIIX
XCIIX has 16.64% 1-year volatility. There are 23 mutual funds in the Derivative Income category with lower 1-year volatility, going as low as 8.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | XCIIX vs JEPIX | |
| The Covered Bridge Fund | 8.74% | — | Sep 2013 | XCIIX vs TCBIX | |
| JPMorgan Equity Premium Income Fund Class A | 8.76% | — | Aug 2018 | XCIIX vs JEPAX | |
| Crossmark Steward Covered Call Income Fund | 8.77% | — | Dec 2017 | XCIIX vs SCJIX | |
| WisdomTree Equity Premium Income Fund | 9.27% | 236.88M | Feb 2016 | XCIIX vs PUTW |
Lowest Drawdown Alternatives to XCIIX
XCIIX has a 1-year max drawdown of -16.02%. There are 22 mutual funds in the Derivative Income category with shallower 1-year drawdowns, going as shallow as -5.26%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| The Covered Bridge Fund | -5.26% | — | Sep 2013 | XCIIX vs TCBIX | |
| Madison Covered Call & Equity Income Fund | -6.21% | — | Oct 2009 | XCIIX vs MENYX | |
| Cullen Enhanced Equity Income Fund | -6.34% | — | Dec 2015 | XCIIX vs ENHNX | |
| Invesco Income Advantage U.S. Fund | -7.05% | — | Mar 2006 | XCIIX vs SCAUX | |
| Shelton Equity Income Fund | -7.10% | — | Sep 1996 | XCIIX vs EQTIX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include WFSPX, BDMIX, LIVIX and span 8 categories. AUM among these funds goes as high as $11B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Class K | S&P 500 | 66 | 10.17% | — | Jul 1993 | XCIIX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 95 | 12.96% | — | Dec 2012 | XCIIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 67 | 12.50% | — | May 2011 | XCIIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 76 | 12.03% | — | Dec 1991 | XCIIX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 31 | 2.24% | — | Aug 2005 | XCIIX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 60 | 11.24% | — | Jul 2010 | XCIIX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 66 | 43.57% | — | Apr 2000 | XCIIX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.59% | — | Oct 2007 | XCIIX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 75 | 14.24% | — | Sep 1999 | XCIIX vs FAMRX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | Small Cap Blend Equities | 69 | 20.05% | 10.70B | Mar 1999 | XCIIX vs VTMSX |
Often Compared With XCIIX
Investors most often compare XCIIX with GIDHX, BOE, VTCLX. These 12 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare XCIIX with Any Fund or Stock
Compare XCIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair XCIIX with funds that move differently
BlackRock Enhanced Capital and Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to XCIIX.
Explore XCIIX Diversifiers