Investment Test Drive

CICLX Ziegler FAMCO Covered Call Institutional

4 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund CICLX Ziegler FAMCO Covered Call Institutional QYLD Recon Capital NASDAQ 100 Cov Call ETF HSPX Horizons S&P 500® Covered Call ETF  
100% 87% 92%
Annual Fees
(0.99% Exp. Ratio)
(0.60% Exp. Ratio)
(0.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.22% annual return
$34,150.34 $38,425.08 $37,849.43
Est. savings over 30 yrs +$4,274.74 +$3,699.09
As of 9/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 10.08%
3 YR --
5 YR --
10 YR --
1 YR RETURN 11.26%
3 YR 7.19%
5 YR --
10 YR --
The investment seeks long-term capital appreciation. Under normal market conditions, the fund seeks to achieve its investment objective by investing in a portfolio of equity securities and writing (selling) call options on at least 80% of the fund's total assets. The fund will normally write (sell) covered call options on the equity securities held by the fund to seek to protect the fund from market decline and generate income.
The investment seeks to provide investment results that closely correspond, before fees and expenses, generally to the price and yield performance of the CBOE NASDAQ-100 BuyWrite V2 Index. The fund will invest at least 80% of its total assets in common stocks of the companies included in the NASDAQ-100 Index ("80% Policy"). The CBOE NASDAQ-100® BuyWrite Index is a benchmark index that measures the performance of a theoretical portfolio that holds a portfolio of the stocks included in the NASDAQ-100® Index, and "writes" (or sells) a succession of one-month at-the-money NASDAQ-100 Index covered call options. It is non-diversified.
The investment seeks investment results that, before fees and expenses, generally correspond to the performance of the S&P 500 Stock Covered Call Index. The fund invests at least 80% of its total assets in securities that comprise its underlying index. The underlying index is comprised of all the equity securities in the S&P 500 Index (the "reference index") in substantially similar weight as the reference index and short (written) call options on up to 100% of each of the option eligible securities in the reference index that meet, among others, the stock and option price criteria of the underlying index methodology.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


Your Feedback has been sent successfully!