iShares S&P 500 Index Fund Class G (BSPGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BSPGX
BSPGX charges 0.01% annually. Among mutual funds in the S&P 500 category, these options have the lowest expense ratios among BSPGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Schwab S&P 500 Index Fund | 0.02% | May 19, 1997 | BSPGX vs SWPPX | |
| Fidelity 500 Index Fund | 0.02% | Feb 17, 1988 | BSPGX vs FXAIX | |
| iShares S&P 500 Index Fund | 0.03% | Jul 30, 1993 | BSPGX vs WFSPX | |
| iShares S&P 500 Index Fund Institutional Class | 0.10% | Apr 28, 1993 | BSPGX vs BSPIX | |
| Principal Large Cap S&P 500 Index Fund Institution... | 0.11% | Mar 1, 2001 | BSPGX vs PLFIX |
Best Risk-Adjusted Alternatives to BSPGX
Among mutual funds in the S&P 500 category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 72 | Feb 24, 2016 | BSPGX vs PUTW | |
| Schwab S&P 500 Index Fund | 46 | May 19, 1997 | BSPGX vs SWPPX | |
| Fidelity 500 Index Fund | 46 | Feb 17, 1988 | BSPGX vs FXAIX | |
| iShares S&P 500 Index Fund | 46 | Jul 30, 1993 | BSPGX vs WFSPX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | 45 | Sep 30, 1993 | BSPGX vs DSPIX |
Top Performing BSPGX Alternatives (YTD)
BSPGX alternatives from the S&P 500 category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 0.17% | Sep 10, 2017 | BSPGX vs KNGLX | |
| Invesco Equally-Weighted S&P 500 Fund | -1.41% | Jul 28, 1997 | BSPGX vs VADDX | |
| WisdomTree Equity Premium Income Fund | -1.66% | Feb 24, 2016 | BSPGX vs PUTW | |
| Fidelity 500 Index Fund | -7.05% | Feb 17, 1988 | BSPGX vs FXAIX | |
| iShares S&P 500 Index Fund | -7.06% | Jul 30, 1993 | BSPGX vs WFSPX |
Lowest Volatility Alternatives to BSPGX
BSPGX alternatives from the S&P 500 category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 14.28% | Sep 10, 2017 | BSPGX vs KNGLX | |
| WisdomTree Equity Premium Income Fund | 14.33% | Feb 24, 2016 | BSPGX vs PUTW | |
| Nuveen S&P 500 Buy-Write Income Fund | 16.43% | Nov 25, 2004 | BSPGX vs BXMX | |
| Invesco Equally-Weighted S&P 500 Fund | 17.17% | Jul 28, 1997 | BSPGX vs VADDX | |
| Principal Large Cap S&P 500 Index Fund Institution... | 17.85% | Mar 1, 2001 | BSPGX vs PLFIX |
Lowest Drawdown Alternatives to BSPGX
BSPGX alternatives from the S&P 500 category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | -9.90% | Feb 24, 2016 | BSPGX vs PUTW | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | -10.91% | Sep 10, 2017 | BSPGX vs KNGLX | |
| Nuveen S&P 500 Buy-Write Income Fund | -11.42% | Nov 25, 2004 | BSPGX vs BXMX | |
| Schwab S&P 500 Index Fund | -12.10% | May 19, 1997 | BSPGX vs SWPPX | |
| iShares S&P 500 Index Fund | -12.11% | Jul 30, 1993 | BSPGX vs WFSPX |
Other Mutual Funds from iShares
Most popular iShares mutual funds on PortfoliosLab, across asset classes.
Often Compared With BSPGX
What investors most often compare with BSPGX, based on PortfoliosLab usage data.
Compare BSPGX with Any Fund or Stock
Compare BSPGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.