BSPGX Alternatives & Similar Mutual Funds

iShares S&P 500 Index Fund Class G (BSPGX) 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 BSPGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to BSPGX

BSPGX charges 0.01% annually. No mutual funds in the S&P 500 category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	0.02%	349.70B	Jul 1997	BSPGX vs VIIIX
SWPPX	Schwab S&P 500 Index Fund	0.02%	144.34B	May 1997	BSPGX vs SWPPX
FXAIX	Fidelity 500 Index Fund	0.02%	—	Feb 1988	BSPGX vs FXAIX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	—	Sep 2014	BSPGX vs SSSYX
WFSPX	iShares S&P 500 Index Fund Class K	0.03%	—	Jul 1993	BSPGX vs WFSPX

Best Risk-Adjusted Alternatives to BSPGX

BSPGX has a PortfoliosLab risk / return rank of 58. There are 11 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 66.

Symbol	Name	Risk / Return Rank	AUM	Inception
VADDX	Invesco Equally-Weighted S&P 500 Fund	66	—	Jul 1997	BSPGX vs VADDX
FXAIX	Fidelity 500 Index Fund	59	—	Feb 1988	BSPGX vs FXAIX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	59	349.70B	Jul 1997	BSPGX vs VIIIX
SSSYX	State Street Equity 500 Index Fund Class K	59	—	Sep 2014	BSPGX vs SSSYX
VINIX	Vanguard Institutional Index Fund Institutional Sh...	59	349.70B	Jul 1990	BSPGX vs VINIX

Top Performing BSPGX Alternatives (YTD)

BSPGX is at 10.12% YTD. There are 4 mutual funds in the S&P 500 category with higher YTD returns, going as high as 13.73%.

Symbol	Name	YTD Return	AUM	Inception
DXSLX	Direxion Monthly S&P 500 Bull 1.75X Fund	13.73%	—	May 2006	BSPGX vs DXSLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	13.07%	—	Jul 1997	BSPGX vs VADDX
FXAIX	Fidelity 500 Index Fund	10.13%	—	Feb 1988	BSPGX vs FXAIX
USPRX	Victory 500 Index Fund	10.13%	—	May 2002	BSPGX vs USPRX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	10.12%	349.70B	Jul 1997	BSPGX vs VIIIX

Lowest Volatility Alternatives to BSPGX

BSPGX has 12.86% 1-year volatility. There are 5 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 11.33%.

Symbol	Name	Volatility 1Y	AUM	Inception
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	11.33%	—	Sep 2017	BSPGX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	11.77%	—	Jul 1997	BSPGX vs VADDX
SPFIX	Shelton Capital Management S&P 500 Index Fund	12.81%	—	Apr 1992	BSPGX vs SPFIX
INDEX	CYBER HORNET S&P 500	12.84%	—	Mar 2017	BSPGX vs INDEX
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	12.85%	—	Feb 2001	BSPGX vs PLSAX

Lowest Drawdown Alternatives to BSPGX

BSPGX has a 1-year max drawdown of -8.90%. There are 4 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
VADDX	Invesco Equally-Weighted S&P 500 Fund	-7.88%	—	Jul 1997	BSPGX vs VADDX
SSSYX	State Street Equity 500 Index Fund Class K	-8.88%	—	Sep 2014	BSPGX vs SSSYX
SWPPX	Schwab S&P 500 Index Fund	-8.89%	144.34B	May 1997	BSPGX vs SWPPX
FXAIX	Fidelity 500 Index Fund	-8.89%	—	Feb 1988	BSPGX vs FXAIX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	-8.90%	349.70B	Jul 1997	BSPGX vs VIIIX

Other Mutual Funds from iShares

The 10 most viewed iShares mutual funds shown here include BTMKX, BSPIX, BKTSX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BTMKX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	62	11.92%	—	Apr 2011	BSPGX vs BTMKX
BSPIX	iShares S&P 500 Index Fund Institutional Class	S&P 500	57	10.06%	—	Apr 1993	BSPGX vs BSPIX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	58	10.36%	—	Aug 2015	BSPGX vs BKTSX
BDOKX	iShares MSCI Total International Index Fund Class ...	Foreign Large Cap Equities	71	13.84%	—	Jun 2011	BSPGX vs BDOKX
BSPPX	iShares S&P 500 Index Fund Investor P Shares	S&P 500	55	9.90%	—	Aug 2018	BSPGX vs BSPPX
BRGKX	iShares Russell 1000 Large-Cap Index Fund Class K	Large Cap Blend Equities	54	9.91%	—	Mar 2011	BSPGX vs BRGKX
BKIPX	iShares Short-Term TIPS Bond Index Fund Class K	Inflation-Protected Bonds	46	1.10%	—	Feb 2016	BSPGX vs BKIPX
MDIIX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	60	11.72%	—	Apr 1997	BSPGX vs MDIIX
BDBKX	iShares Russell 2000 Small-Cap Index Fund Class K	Small Cap Blend Equities	75	18.76%	—	Apr 2011	BSPGX vs BDBKX
BDOAX	iShares MSCI Total International Index Fund Class ...	Foreign Large Cap Equities, Emerging Markets Equities	69	13.61%	—	Jun 2011	BSPGX vs BDOAX

Often Compared With BSPGX

Investors most often compare BSPGX with FZAEX, JUEMX, BASMX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FZAEX	Fidelity Advisor Focused Emerging Markets Fund Cla...	Emerging Markets Equities	75	21.04%	—	Aug 2013	BSPGX vs FZAEX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	17	3.84%	—	Sep 1993	BSPGX vs JUEMX
BASMX	iShares Total U.S. Stock Market Index Fund Investo...	Large Cap Blend Equities	54	10.18%	—	Aug 2015	BSPGX vs BASMX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	Large Cap Growth Equities	10	0.29%	4.75B	Dec 2017	BSPGX vs SWLGX
TRSPX	Nuveen S&P 500 Index Fund Retirement Class	S&P 500	55	9.95%	—	Oct 2002	BSPGX vs TRSPX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	59	10.10%	1.70T	Nov 2000	BSPGX vs VFIAX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	59	10.50%	2.30T	Nov 2000	BSPGX vs VTSAX
BRMKX	iShares Russell Mid-Cap Index Fund	Mid Cap Blend Equities	53	14.65%	—	May 2015	BSPGX vs BRMKX
DODFX	Dodge & Cox International Stock Fund	Foreign Large Cap Equities, Large Cap Value Equities, Actively Managed	82	14.88%	—	May 2001	BSPGX vs DODFX
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	S&P 500	58	10.07%	—	Mar 2001	BSPGX vs PLFIX
SCPIX	DWS S&P 500 Index Fund	S&P 500	54	9.67%	—	Aug 1997	BSPGX vs SCPIX
SPIDX	Invesco S&P 500 Index Fund	S&P 500	57	9.94%	—	Sep 1997	BSPGX vs SPIDX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	59	10.09%	—	Dec 2013	BSPGX vs SPINX
SWTSX	Schwab Total Stock Market Index Fund	Large Cap Blend Equities	58	10.49%	44.09B	Jun 1999	BSPGX vs SWTSX
SPIAX	Invesco S&P 500 Index A	S&P 500	54	9.81%	—	Sep 1997	BSPGX vs SPIAX
MSXAX	NYLI S&P 500 Index Class A	S&P 500	55	9.82%	—	Jan 2004	BSPGX vs MSXAX
MUXYX	Victory S&P 500 Index Fund	S&P 500	54	9.84%	—	Nov 1991	BSPGX vs MUXYX
MASKX	iShares Russell 2000 Small-Cap Index Fund	Small Cap Blend Equities	75	18.71%	—	Apr 1997	BSPGX vs MASKX
MGRVX	MFS International Growth Fund Class R4	Foreign Large Cap Equities	16	3.37%	—	Oct 2008	BSPGX vs MGRVX
DSPIX	BNY Mellon Institutional S&P 500 Stock Index Fund	S&P 500	58	10.02%	—	Sep 1993	BSPGX vs DSPIX

Compare BSPGX with Any Fund or Stock

Compare BSPGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair BSPGX with funds that move differently

iShares S&P 500 Index Fund Class G alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BSPGX.

Explore BSPGX Diversifiers

iShares S&P 500 Index Fund Class G (BSPGX) Alternatives