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
FXAIX	Fidelity 500 Index Fund	0.02%	—	Feb 1988	BSPGX vs FXAIX
SWPPX	Schwab S&P 500 Index Fund	0.02%	145.00B	May 1997	BSPGX vs SWPPX
WFSPX	iShares S&P 500 Index Fund	0.03%	—	Jul 1993	BSPGX vs WFSPX
VFIAX	Vanguard 500 Index Fund Admiral Shares	0.04%	1.60T	Nov 2000	BSPGX vs VFIAX
BSPIX	iShares S&P 500 Index Fund Institutional Class	0.10%	—	Apr 1993	BSPGX vs BSPIX

Best Risk-Adjusted Alternatives to BSPGX

BSPGX has a PortfoliosLab risk / return rank of 73. There are 3 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 74.

Symbol	Name	Risk / Return Rank	AUM	Inception
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	74	—	Dec 2013	BSPGX vs SPINX
FXAIX	Fidelity 500 Index Fund	73	—	Feb 1988	BSPGX vs FXAIX
WFSPX	iShares S&P 500 Index Fund	73	—	Jul 1993	BSPGX vs WFSPX
VFIAX	Vanguard 500 Index Fund Admiral Shares	73	1.60T	Nov 2000	BSPGX vs VFIAX
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	73	—	Mar 2001	BSPGX vs PLFIX

Top Performing BSPGX Alternatives (YTD)

BSPGX is at 11.70% YTD. There are 3 mutual funds in the S&P 500 category with higher YTD returns, going as high as 17.64%.

Symbol	Name	YTD Return	AUM	Inception
DXSLX	Direxion Monthly S&P 500 Bull 1.75X Fund	17.64%	—	May 2006	BSPGX vs DXSLX
USPRX	Victory 500 Index Fund	11.95%	—	May 2002	BSPGX vs USPRX
FXAIX	Fidelity 500 Index Fund	11.71%	—	Feb 1988	BSPGX vs FXAIX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	11.70%	—	Dec 2013	BSPGX vs SPINX
SWPPX	Schwab S&P 500 Index Fund	11.69%	145.00B	May 1997	BSPGX vs SWPPX

Lowest Volatility Alternatives to BSPGX

BSPGX has 11.85% 1-year volatility. There are 7 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 8.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
PUTW	WisdomTree Equity Premium Income Fund	8.86%	236.88M	Feb 2016	BSPGX vs PUTW
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	10.62%	—	Sep 2017	BSPGX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	11.64%	—	Jul 1997	BSPGX vs VADDX
SPFIX	Shelton Capital Management S&P 500 Index Fund	11.81%	—	Apr 1992	BSPGX vs SPFIX
SSPIX	SEI Institutional Managed Trust S&P 500 Index Fund	11.83%	—	Feb 1996	BSPGX vs SSPIX

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 -7.15%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PUTW	WisdomTree Equity Premium Income Fund	-7.15%	236.88M	Feb 2016	BSPGX vs PUTW
VADDX	Invesco Equally-Weighted S&P 500 Fund	-7.88%	—	Jul 1997	BSPGX vs VADDX
FXAIX	Fidelity 500 Index Fund	-8.89%	—	Feb 1988	BSPGX vs FXAIX
SWPPX	Schwab S&P 500 Index Fund	-8.89%	145.00B	May 1997	BSPGX vs SWPPX
VFIAX	Vanguard 500 Index Fund Admiral Shares	-8.90%	1.60T	Nov 2000	BSPGX vs VFIAX

Other Mutual Funds from iShares

The 10 most viewed iShares mutual funds shown here include BTMKX, BKTSX, BKIPX 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	26	9.65%	—	Apr 2011	BSPGX vs BTMKX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	70	11.73%	—	Aug 2015	BSPGX vs BKTSX
BKIPX	iShares Short-Term TIPS Bond Index Fund Class K	Inflation-Protected Bonds	75	2.00%	—	Feb 2016	BSPGX vs BKIPX
BSPPX	iShares S&P 500 Index Fund Investor P Shares	S&P 500	71	11.54%	—	Aug 2018	BSPGX vs BSPPX
BDOKX	iShares MSCI Total International Index Fund Class ...	Foreign Large Cap Equities	57	15.93%	—	Jun 2011	BSPGX vs BDOKX
BRGKX	iShares Russell 1000 Large-Cap Index Fund Class K	Large Cap Blend Equities	69	11.40%	—	Mar 2011	BSPGX vs BRGKX
BDBKX	iShares Russell 2000 Small-Cap Index Fund Class K	Small Cap Blend Equities	64	18.66%	—	Apr 2011	BSPGX vs BDBKX
MDIIX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	26	9.48%	—	Apr 1997	BSPGX vs MDIIX
BDOAX	iShares MSCI Total International Index Fund Class ...	International Equity	56	15.78%	—	Jun 2011	BSPGX vs BDOAX
BASMX	iShares Total U.S. Stock Market Index Fund Investo...	Large Cap Blend Equities	68	11.60%	—	Aug 2015	BSPGX vs BASMX

Often Compared With BSPGX

Investors most often compare BSPGX with FZAEX, SWLGX, JUEMX. 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	95	33.80%	—	Aug 2013	BSPGX vs FZAEX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	Large Cap Growth Equities	32	8.61%	5.10B	Dec 2017	BSPGX vs SWLGX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	35	6.43%	—	Sep 1993	BSPGX vs JUEMX
DODFX	Dodge & Cox International Stock Fund	Foreign Large Cap Equities, Large Cap Value Equities	59	12.76%	—	—	BSPGX vs DODFX
TRSPX	Nuveen S&P 500 Index Fund Retirement Class	S&P 500	72	11.56%	—	Oct 2002	BSPGX vs TRSPX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	71	11.98%	2.20T	Nov 2000	BSPGX vs VTSAX
SWTSX	Schwab Total Stock Market Index Fund	Large Cap Blend Equities	71	12.02%	43.45B	Jun 1999	BSPGX vs SWTSX
BRMKX	iShares Russell Mid-Cap Index Fund	Mid Cap Blend Equities	43	12.81%	—	May 2015	BSPGX vs BRMKX
MASKX	iShares Russell 2000 Small-Cap Index Fund	Small Cap Blend Equities	64	18.62%	—	Apr 1997	BSPGX vs MASKX
BXMX	Nuveen S&P 500 Buy-Write Income Fund	S&P 500, Derivative Income	—	—	—	Nov 2004	BSPGX vs BXMX
MSXAX	NYLI S&P 500 Index Class A	S&P 500	71	11.46%	—	Jan 2004	BSPGX vs MSXAX
VEIRX	Vanguard Equity Income Fund Admiral Shares	Large Cap Value Equities	67	9.73%	66.00B	Aug 2001	BSPGX vs VEIRX
DSPIX	BNY Mellon Institutional S&P 500 Stock Index Fund	S&P 500	73	11.63%	—	Sep 1993	BSPGX vs DSPIX
MUXYX	Victory S&P 500 Index Fund	S&P 500	70	11.48%	—	Nov 1991	BSPGX vs MUXYX
SCPIX	DWS S&P 500 Index Fund	S&P 500	73	11.60%	—	Aug 1997	BSPGX vs SCPIX
SPIAX	Invesco S&P 500 Index A	S&P 500	71	11.48%	—	Sep 1997	BSPGX vs SPIAX
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	S&P 500	72	11.59%	—	Feb 2001	BSPGX vs PLSAX
MGRVX	MFS International Growth Fund Class R4	Foreign Large Cap Equities	10	4.12%	—	Oct 2008	BSPGX vs MGRVX
SPIDX	Invesco S&P 500 Index Fund	S&P 500	72	11.58%	—	Sep 1997	BSPGX vs SPIDX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	16	3.81%	—	Nov 2005	BSPGX vs SPXX

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