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
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	—	Sep 2014	BSPGX vs SSSYX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	0.02%	355.20B	Jul 1997	BSPGX vs VIIIX
SWPPX	Schwab S&P 500 Index Fund	0.02%	143.85B	May 1997	BSPGX vs SWPPX
FXAIX	Fidelity 500 Index Fund	0.02%	—	Feb 1988	BSPGX vs FXAIX
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 65. There are 8 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 65.

Symbol	Name	Risk / Return Rank	AUM	Inception
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	65	—	Dec 2013	BSPGX vs SPINX
FXAIX	Fidelity 500 Index Fund	65	—	Feb 1988	BSPGX vs FXAIX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	65	355.20B	Jul 1997	BSPGX vs VIIIX
VINIX	Vanguard Institutional Index Fund Institutional Sh...	65	355.20B	Jul 1990	BSPGX vs VINIX
SSSYX	State Street Equity 500 Index Fund Class K	65	—	Sep 2014	BSPGX vs SSSYX

Top Performing BSPGX Alternatives (YTD)

BSPGX is at 9.78% YTD. There are 4 mutual funds in the S&P 500 category with higher YTD returns, going as high as 13.76%.

Symbol	Name	YTD Return	AUM	Inception
DXSLX	Direxion Monthly S&P 500 Bull 1.75X Fund	13.76%	—	May 2006	BSPGX vs DXSLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	10.27%	—	Jul 1997	BSPGX vs VADDX
USPRX	Victory 500 Index Fund	10.00%	—	May 2002	BSPGX vs USPRX
FXAIX	Fidelity 500 Index Fund	9.79%	—	Feb 1988	BSPGX vs FXAIX
SSSYX	State Street Equity 500 Index Fund Class K	9.78%	—	Sep 2014	BSPGX vs SSSYX

Lowest Volatility Alternatives to BSPGX

BSPGX has 12.49% 1-year volatility. There are 9 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 9.33%.

Symbol	Name	Volatility 1Y	AUM	Inception
PUTW	WisdomTree Equity Premium Income Fund	9.33%	236.88M	Feb 2016	BSPGX vs PUTW
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	10.86%	—	Sep 2017	BSPGX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	11.93%	—	Jul 1997	BSPGX vs VADDX
SPFIX	Shelton Capital Management S&P 500 Index Fund	12.45%	—	Apr 1992	BSPGX vs SPFIX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	12.45%	—	Nov 2005	BSPGX vs SPXX

Lowest Drawdown Alternatives to BSPGX

BSPGX has a 1-year max drawdown of -8.90%. There are 5 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
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%	143.85B	May 1997	BSPGX vs SWPPX
FXAIX	Fidelity 500 Index Fund	-8.89%	—	Feb 1988	BSPGX vs FXAIX

Other Mutual Funds from iShares

The 10 most viewed iShares mutual funds shown here include BTMKX, BSPIX, BKTSX and span 5 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BTMKX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	39	10.89%	—	Apr 2011	BSPGX vs BTMKX
BSPIX	iShares S&P 500 Index Fund Institutional Class	S&P 500	64	9.73%	—	Apr 1993	BSPGX vs BSPIX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	63	10.08%	—	Aug 2015	BSPGX vs BKTSX
BSPPX	iShares S&P 500 Index Fund Investor P Shares	S&P 500	63	9.60%	—	Aug 2018	BSPGX vs BSPPX
BDOKX	iShares MSCI Total International Index Fund Class ...	Foreign Large Cap Equities	67	16.62%	—	Jun 2011	BSPGX vs BDOKX
BKIPX	iShares Short-Term TIPS Bond Index Fund Class K	Inflation-Protected Bonds	42	0.64%	—	Feb 2016	BSPGX vs BKIPX
BRGKX	iShares Russell 1000 Large-Cap Index Fund Class K	Large Cap Blend Equities	61	9.55%	—	Mar 2011	BSPGX vs BRGKX
BDBKX	iShares Russell 2000 Small-Cap Index Fund Class K	Small Cap Blend Equities	72	21.69%	—	Apr 2011	BSPGX vs BDBKX
MDIIX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	38	10.73%	—	Apr 1997	BSPGX vs MDIIX
BASMX	iShares Total U.S. Stock Market Index Fund Investo...	Large Cap Blend Equities	61	9.92%	—	Aug 2015	BSPGX vs BASMX

Often Compared With BSPGX

Investors most often compare BSPGX with FZAEX, JUEMX, SWLGX. These 20 comparison targets span 10 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	92	31.44%	—	Aug 2013	BSPGX vs FZAEX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	28	4.58%	—	Sep 1993	BSPGX vs JUEMX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	Large Cap Growth Equities	21	3.19%	4.90B	Dec 2017	BSPGX vs SWLGX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	65	9.77%	1.70T	Nov 2000	BSPGX vs VFIAX
BDOAX	iShares MSCI Total International Index Fund Class ...	International Equity	66	16.42%	—	Jun 2011	BSPGX vs BDOAX
DODFX	Dodge & Cox International Stock Fund	Foreign Large Cap Equities, Large Cap Value Equities, Actively Managed	72	13.91%	—	May 2001	BSPGX vs DODFX
TRSPX	Nuveen S&P 500 Index Fund Retirement Class	S&P 500	63	9.65%	—	Oct 2002	BSPGX vs TRSPX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	65	10.33%	2.30T	Nov 2000	BSPGX vs VTSAX
SWTSX	Schwab Total Stock Market Index Fund	Large Cap Blend Equities	64	10.37%	44.05B	Jun 1999	BSPGX vs SWTSX
BRMKX	iShares Russell Mid-Cap Index Fund	Mid Cap Blend Equities	47	14.11%	—	May 2015	BSPGX vs BRMKX
MASKX	iShares Russell 2000 Small-Cap Index Fund	Small Cap Blend Equities	72	21.66%	—	Apr 1997	BSPGX vs MASKX
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	S&P 500	65	9.73%	—	Mar 2001	BSPGX vs PLFIX
MSXAX	NYLI S&P 500 Index Class A	S&P 500	62	9.53%	—	Jan 2004	BSPGX vs MSXAX
SPIAX	Invesco S&P 500 Index A	S&P 500	62	9.53%	—	Sep 1997	BSPGX vs SPIAX
MUXYX	Victory S&P 500 Index Fund	S&P 500	61	9.56%	—	Nov 1991	BSPGX vs MUXYX
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	S&P 500	63	9.64%	—	Feb 2001	BSPGX vs PLSAX
DSPIX	BNY Mellon Institutional S&P 500 Stock Index Fund	S&P 500	65	9.69%	—	Sep 1993	BSPGX vs DSPIX
SCPIX	DWS S&P 500 Index Fund	S&P 500	64	9.65%	—	Aug 1997	BSPGX vs SCPIX
VEIRX	Vanguard Equity Income Fund Admiral Shares	Large Cap Value Equities	59	8.18%	66.40B	Aug 2001	BSPGX vs VEIRX
SPIDX	Invesco S&P 500 Index Fund	S&P 500	64	9.66%	—	Sep 1997	BSPGX vs SPIDX

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