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.
- Number of Funds
- 34
- Avg. Expense Ratio
- 0.44%
- Avg. Yield
- 5.71%
- Avg. 1 Year Return
- 27.48%
- Median Risk/Return Score
- 71 / 100
The Best S&P 500 Mutual Funds
34 results
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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5 Years
Best S&P 500 Mutual funds by Risk/Return Score
The top S&P 500 Mutual funds by PortfoliosLab Risk/Return Score are FXAIX (73) and VIIIX (73).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Fidelity 500 Index Fund | 73 | — | Feb 1988 | |
| Vanguard Institutional Index Fund Institutional Pl... | 73 | 342.00B | Jul 1997 | |
| Vanguard Institutional Index Fund Institutional Sh... | 73 | 342.00B | Jul 1990 | |
| SEI Institutional Investments Trust S&P 500 Index ... | 73 | — | Dec 2013 | |
| Vanguard 500 Index Fund Admiral Shares | 73 | 1.60T | Nov 2000 |
Best-Performing S&P 500 Mutual funds Over 5 Years
The top S&P 500 Mutual funds is DXSLX (17.32%).
Across the lineup, S&P 500 Mutual funds show an average 1-year return of 27.48% and an average 5-year return of 12.99%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Direxion Monthly S&P 500 Bull 1.75X Fund | 17.32% | — | May 2006 | |
| Shelton Capital Management S&P 500 Index Fund | 16.64% | — | Apr 1992 | |
| Principal Large Cap S&P 500 Index Fund Institution... | 14.16% | — | Mar 2001 | |
| Vanguard Institutional Index Fund Institutional Pl... | 14.15% | 342.00B | Jul 1997 | |
| Vanguard Institutional Index Fund Institutional Sh... | 14.13% | 342.00B | Jul 1990 |
Lowest-Cost S&P 500 Mutual funds
The top S&P 500 Mutual funds is BSPGX (0.01%).
With an average expense ratio of 0.44%, S&P 500 Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| iShares S&P 500 Index Fund Class G | 0.01% | — | Jul 2019 | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 342.00B | Jul 1997 | |
| Fidelity 500 Index Fund | 0.02% | — | Feb 1988 | |
| Schwab S&P 500 Index Fund | 0.02% | 141.38B | May 1997 | |
| iShares S&P 500 Index Fund | 0.03% | — | Jul 1993 |
Highest-Yield S&P 500 Mutual funds
The top S&P 500 Mutual funds is DSPIX (30.41%).
Across the lineup, S&P 500 Mutual funds show an average dividend yield of 5.71%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| BNY Mellon Institutional S&P 500 Stock Index Fund | 30.41% | — | Sep 1993 | |
| PIMCO StocksPLUS Fund Class C | 16.26% | — | Apr 2018 | |
| MM S&P 500 Index Fund | 15.87% | — | Feb 1998 | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 12.65% | — | Sep 2017 | |
| WisdomTree Equity Premium Income Fund | 12.21% | 236.88M | Feb 2016 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 554 Mutual fundsMunicipal Bonds · 504 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 431 Mutual fundsLarge Cap Blend Equities · 412 Mutual fundsLarge Cap Value Equities · 337 Mutual fundsGlobal Equities · 261 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsEmerging Markets Diversified · 173 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 139 Mutual fundsIntermediate Core-Plus Bond · 134 Mutual fundsMid Cap Blend Equities · 132 Mutual fundsSmall Cap Value Equities · 131 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 115 Mutual fundsIntermediate Core Bond · 107 Mutual fundsTotal Bond Market · 104 Mutual fundsMultisector Bonds · 103 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 100 Mutual fundsEnergy Equities · 88 Mutual fundsGlobal Allocation · 86 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 81 Mutual fundsTechnology Equities · 79 Mutual fundsNontraditional Bonds · 75 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
FXAIX vs. VOOFXAIX vs. SPYFXAIX vs. FZROXFXAIX vs. FSKAXFXAIX vs. FNILXSWPPX vs. VOOSWPPX vs. SWTSXSWPPX vs. SCHXSWPPX vs. SCHDSWPPX vs. SWLGXVFIAX vs. VOOVFIAX vs. VTIVFIAX vs. SPYVFIAX vs. VITAXVFIAX vs. VVIAXVIIIX vs. VIGIXVIIIX vs. SPYVIIIX vs. OIEJXVIIIX vs. VTSNXVIIIX vs. VTIVINIX vs. VOOVINIX vs. VIGIXVINIX vs. JLGMXVINIX vs. VITSXVINIX vs. VTIWFSPX vs. JLGMXWFSPX vs. VOOWFSPX vs. FSPGXWFSPX vs. BRMKXWFSPX vs. IVVPUTW vs. SPYPUTW vs. WTPIPUTW vs. JEPIPUTW vs. XYLDPUTW vs. VOOPEOPX vs. PRNHXPEOPX vs. MEIAXPEOPX vs. SPYPEOPX vs. VOOPEOPX vs. GRISXDSPIX vs. VOODSPIX vs. SPYDSPIX vs. PRNHXDSPIX vs. VTIDSPIX vs. PRGFXSPXX vs. ADXSPXX vs. NVDASPXX vs. XLESPXX vs. PQIPXSPXX vs. RQI