The Best S&P 500 Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of S&P 500 mutual funds.

Category is S&P 500

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
BSPGX	iShares S&P 500 Index Fund Class G	S&P 500	Jul 1, 2019	0.01%	-7.06%	—	1.60%	44
BSPIX	iShares S&P 500 Index Fund Institutional Class	S&P 500	Apr 28, 1993	0.10%	-7.08%	13.55%	1.53%	43
BSPPX	iShares S&P 500 Index Fund Investor P Shares	S&P 500	Aug 6, 2018	0.35%	-7.14%	—	1.34%	41
BXMX	Nuveen S&P 500 Buy-Write Income Fund	S&P 500, Derivative Income	Nov 25, 2004	0.89%	-8.03%	8.03%	8.22%	23
DSPIX	BNY Mellon Institutional S&P 500 Stock Index Fund	S&P 500	Sep 30, 1993	0.20%	-7.09%	13.17%	36.45%	45
DXSLX	Direxion Monthly S&P 500 Bull 1.75X Fund	Leveraged Equities, S&P 500	May 1, 2006	1.35%	-13.57%	23.88%	8.82%	31
FXAIX	Fidelity 500 Index Fund	S&P 500	Feb 17, 1988	0.02%	-7.05%	13.75%	1.20%	46
GRISX	Nationwide S&P 500 Index Fund	S&P 500	Nov 2, 1998	0.44%	-7.15%	13.36%	5.51%	43
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	Derivative Income, S&P 500	Sep 10, 2017	1.20%	0.17%	—	8.01%	14
MIEYX	MM S&P 500 Index Fund	S&P 500	Feb 27, 1998	0.46%	-7.16%	12.71%	18.99%	42
MSXAX	NYLI S&P 500 Index Class A	S&P 500	Jan 2, 2004	0.52%	-7.16%	13.18%	1.14%	41
MUXYX	Victory S&P 500 Index Fund	S&P 500	Nov 29, 1991	0.44%	-7.19%	13.17%	8.80%	43
PEOPX	BNY Mellon S&P 500 Index Fund	S&P 500	Jan 2, 1990	0.50%	-7.16%	13.08%	11.15%	43
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	S&P 500	Mar 1, 2001	0.11%	-7.07%	13.72%	3.17%	43
PLFMX	Principal LargeCap S&P 500 Index Fund	S&P 500	Dec 6, 2000	0.72%	-7.21%	13.08%	2.59%	42
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	S&P 500	Feb 2, 2001	0.38%	-7.11%	13.42%	2.96%	45
PUTW	WisdomTree Equity Premium Income Fund	Derivative Income, S&P 500	Feb 24, 2016	0.44%	-1.66%	7.80%	12.37%	72
RYSOX	Rydex S&P 500 Fund	S&P 500	May 31, 2006	1.56%	-7.32%	11.83%	2.86%	36
SCPIX	DWS S&P 500 Index Fund	S&P 500	Aug 29, 1997	0.29%	-7.12%	13.65%	4.68%	43
SPFIX	Shelton Capital Management S&P 500 Index Fund	S&P 500	Apr 20, 1992	0.43%	-7.11%	15.75%	3.68%	43

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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