iShares S&P 500 Index Fund Investor A Shares (BSPAX) belongs to the S&P 500 category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BSPAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BSPAX
BSPAX charges 0.35% annually. There are 19 mutual funds in the S&P 500 category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Class G | 0.01% | — | Jul 2019 | BSPAX vs BSPGX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | BSPAX vs SSSYX | |
| Schwab S&P 500 Index Fund | 0.02% | 143.51B | May 1997 | BSPAX vs SWPPX | |
| Fidelity 500 Index Fund | 0.02% | — | Feb 1988 | BSPAX vs FXAIX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 349.70B | Jul 1997 | BSPAX vs VIIIX |
Best Risk-Adjusted Alternatives to BSPAX
BSPAX has a PortfoliosLab risk / return rank of 48. There are 30 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 59.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Institutional Investments Trust S&P 500 Index ... | 59 | — | Dec 2013 | BSPAX vs SPINX | |
| iShares S&P 500 Index Fund Class G | 58 | — | Jul 2019 | BSPAX vs BSPGX | |
| Principal Large Cap S&P 500 Index Fund Institution... | 58 | — | Mar 2001 | BSPAX vs PLFIX | |
| Nuveen S&P 500 Index Fund Retirement Class | 58 | — | Oct 2002 | BSPAX vs TRSPX | |
| iShares S&P 500 Index Fund Institutional Class | 57 | — | Apr 1993 | BSPAX vs BSPIX |
Top Performing BSPAX Alternatives (YTD)
BSPAX is at 9.42% YTD. There are 34 mutual funds in the S&P 500 category with higher YTD returns, going as high as 15.10%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Monthly S&P 500 Bull 1.75X Fund | 15.10% | — | May 2006 | BSPAX vs DXSLX | |
| Invesco Equally-Weighted S&P 500 Fund | 13.15% | — | Jul 1997 | BSPAX vs VADDX | |
| Victory 500 Index Fund | 10.80% | — | May 2002 | BSPAX vs USPRX | |
| Fidelity 500 Index Fund | 10.75% | — | Feb 1988 | BSPAX vs FXAIX | |
| Vanguard Institutional Index Fund Institutional Pl... | 10.74% | 349.70B | Jul 1997 | BSPAX vs VIIIX |
Lowest Volatility Alternatives to BSPAX
BSPAX has 12.59% 1-year volatility. There are 29 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 11.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 11.22% | — | Sep 2017 | BSPAX vs KNGLX | |
| Invesco Equally-Weighted S&P 500 Fund | 11.76% | — | Jul 1997 | BSPAX vs VADDX | |
| Shelton Capital Management S&P 500 Index Fund | 12.50% | — | Apr 1992 | BSPAX vs SPFIX | |
| CYBER HORNET S&P 500 | 12.52% | — | Mar 2017 | BSPAX vs INDEX | |
| Principal LargeCap S&P 500 Index Fund Class A | 12.54% | — | Feb 2001 | BSPAX vs PLSAX |
Lowest Drawdown Alternatives to BSPAX
BSPAX has a 1-year max drawdown of -8.95%. There are 21 mutual funds in the S&P 500 category with shallower 1-year drawdowns, going as shallow as -7.88%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Equally-Weighted S&P 500 Fund | -7.88% | — | Jul 1997 | BSPAX vs VADDX | |
| State Street Equity 500 Index Fund Class K | -8.88% | — | Sep 2014 | BSPAX vs SSSYX | |
| Schwab S&P 500 Index Fund | -8.89% | 143.51B | May 1997 | BSPAX vs SWPPX | |
| Fidelity 500 Index Fund | -8.89% | — | Feb 1988 | BSPAX vs FXAIX | |
| Principal Large Cap S&P 500 Index Fund Institution... | -8.90% | — | Mar 2001 | BSPAX vs PLFIX |
Other Mutual Funds from iShares
The 10 most viewed iShares mutual funds shown here include BTMKX, BKTSX, BDOKX and span 6 categories.
Compare BSPAX with Any Fund or Stock
Compare BSPAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BSPAX with funds that move differently
iShares S&P 500 Index Fund Investor A Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BSPAX.
Explore BSPAX Diversifiers