BSPIX Alternatives & Similar Mutual Funds

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

Cheapest Alternatives to BSPIX

BSPIX charges 0.10% annually. There are 8 mutual funds in the S&P 500 category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	—	Jul 2019	BSPIX vs BSPGX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	0.02%	355.20B	Jul 1997	BSPIX vs VIIIX
FXAIX	Fidelity 500 Index Fund	0.02%	—	Feb 1988	BSPIX vs FXAIX
SWPPX	Schwab S&P 500 Index Fund	0.02%	145.69B	May 1997	BSPIX vs SWPPX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	—	Sep 2014	BSPIX vs SSSYX

Best Risk-Adjusted Alternatives to BSPIX

BSPIX has a PortfoliosLab risk / return rank of 64. 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
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	66	—	Dec 2013	BSPIX vs SPINX
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	65	—	Mar 2001	BSPIX vs PLFIX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	65	355.20B	Jul 1997	BSPIX vs VIIIX
BSPGX	iShares S&P 500 Index Fund Class G	65	—	Jul 2019	BSPIX vs BSPGX
VINIX	Vanguard Institutional Index Fund Institutional Sh...	65	355.20B	Jul 1990	BSPIX vs VINIX

Top Performing BSPIX Alternatives (YTD)

BSPIX is at 11.29% YTD. There are 11 mutual funds in the S&P 500 category with higher YTD returns, going as high as 16.23%.

Symbol	Name	YTD Return	AUM	Inception
DXSLX	Direxion Monthly S&P 500 Bull 1.75X Fund	16.23%	—	May 2006	BSPIX vs DXSLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	12.75%	—	Jul 1997	BSPIX vs VADDX
USPRX	Victory 500 Index Fund	11.49%	—	May 2002	BSPIX vs USPRX
SWPPX	Schwab S&P 500 Index Fund	11.35%	145.69B	May 1997	BSPIX vs SWPPX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	11.34%	355.20B	Jul 1997	BSPIX vs VIIIX

Lowest Volatility Alternatives to BSPIX

BSPIX has 12.51% 1-year volatility. There are 6 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 11.05%.

Symbol	Name	Volatility 1Y	AUM	Inception
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	11.05%	—	Sep 2017	BSPIX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	11.84%	—	Jul 1997	BSPIX vs VADDX
SPFIX	Shelton Capital Management S&P 500 Index Fund	12.46%	—	Apr 1992	BSPIX vs SPFIX
INDEX	CYBER HORNET S&P 500	12.49%	—	Mar 2017	BSPIX vs INDEX
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	12.49%	—	Feb 2001	BSPIX vs PLSAX

Lowest Drawdown Alternatives to BSPIX

BSPIX has a 1-year max drawdown of -8.91%. There are 12 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	BSPIX vs VADDX
SSSYX	State Street Equity 500 Index Fund Class K	-8.88%	—	Sep 2014	BSPIX vs SSSYX
FXAIX	Fidelity 500 Index Fund	-8.89%	—	Feb 1988	BSPIX vs FXAIX
SWPPX	Schwab S&P 500 Index Fund	-8.89%	145.69B	May 1997	BSPIX vs SWPPX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	-8.90%	355.20B	Jul 1997	BSPIX vs VIIIX

Other Mutual Funds from iShares

The 10 most viewed iShares mutual funds shown here include BTMKX, BKTSX, BDOKX 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	36	10.53%	—	Apr 2011	BSPIX vs BTMKX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	63	11.66%	—	Aug 2015	BSPIX vs BKTSX
BDOKX	iShares MSCI Total International Index Fund Class ...	Foreign Large Cap Equities	57	14.16%	—	Jun 2011	BSPIX vs BDOKX
BSPPX	iShares S&P 500 Index Fund Investor P Shares	S&P 500	63	11.14%	—	Aug 2018	BSPIX vs BSPPX
BKIPX	iShares Short-Term TIPS Bond Index Fund Class K	Inflation-Protected Bonds	67	1.52%	—	Feb 2016	BSPIX vs BKIPX
BRGKX	iShares Russell 1000 Large-Cap Index Fund Class K	Large Cap Blend Equities	61	11.21%	—	Mar 2011	BSPIX vs BRGKX
BDBKX	iShares Russell 2000 Small-Cap Index Fund Class K	Small Cap Blend Equities	65	20.64%	—	Apr 2011	BSPIX vs BDBKX
MDIIX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	35	10.36%	—	Apr 1997	BSPIX vs MDIIX
BDOAX	iShares MSCI Total International Index Fund Class ...	International Equity	55	13.93%	—	Jun 2011	BSPIX vs BDOAX
BASMX	iShares Total U.S. Stock Market Index Fund Investo...	Large Cap Blend Equities	61	11.50%	—	Aug 2015	BSPIX vs BASMX

Often Compared With BSPIX

Investors most often compare BSPIX with SPIAX, VMGMX, VWNEX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPIAX	Invesco S&P 500 Index A	S&P 500	62	11.04%	—	Sep 1997	BSPIX vs SPIAX
VMGMX	Vanguard Mid-Cap Growth Index Fund Admiral Shares	Mid Cap Growth Equities	7	8.65%	33.80B	Sep 2011	BSPIX vs VMGMX
VWNEX	Vanguard Windsor Fund Admiral Shares	Large Cap Value Equities	46	9.77%	24.50B	Nov 2001	BSPIX vs VWNEX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	73	11.70%	—	Dec 1991	BSPIX vs FASGX
TRSPX	Nuveen S&P 500 Index Fund Retirement Class	S&P 500	63	11.18%	—	Oct 2002	BSPIX vs TRSPX
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	24	7.71%	393.80B	Nov 2000	BSPIX vs VIGAX
SPIDX	Invesco S&P 500 Index Fund	S&P 500	64	11.19%	—	Sep 1997	BSPIX vs SPIDX
DSPIX	BNY Mellon Institutional S&P 500 Stock Index Fund	S&P 500	65	11.25%	—	Sep 1993	BSPIX vs DSPIX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	19	6.85%	—	Nov 2005	BSPIX vs SPXX
POGRX	PRIMECAP Odyssey Growth Fund	Large Cap Blend Equities	90	27.40%	—	Nov 2004	BSPIX vs POGRX
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	65	11.33%	—	Jul 1993	BSPIX vs WFSPX
MUXYX	Victory S&P 500 Index Fund	S&P 500	61	11.10%	—	Nov 1991	BSPIX vs MUXYX
SSPIX	SEI Institutional Managed Trust S&P 500 Index Fund	S&P 500	63	11.13%	—	Feb 1996	BSPIX vs SSPIX
MSXAX	NYLI S&P 500 Index Class A	S&P 500	62	11.08%	—	Jan 2004	BSPIX vs MSXAX
SCPIX	DWS S&P 500 Index Fund	S&P 500	61	10.91%	—	Aug 1997	BSPIX vs SCPIX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	64	11.83%	2.30T	Nov 2000	BSPIX vs VTSAX
RYSOX	Rydex S&P 500 Fund	S&P 500	53	10.39%	—	May 2006	BSPIX vs RYSOX
MIEYX	MM S&P 500 Index Fund	S&P 500	62	11.10%	—	Feb 1998	BSPIX vs MIEYX
GRISX	Nationwide S&P 500 Index Fund	S&P 500	63	11.15%	—	Nov 1998	BSPIX vs GRISX
PEOPX	BNY Mellon S&P 500 Index Fund	S&P 500	62	11.08%	—	Jan 1990	BSPIX vs PEOPX

Compare BSPIX with Any Fund or Stock

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

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Diversifiers

Pair BSPIX with funds that move differently

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

Explore BSPIX Diversifiers

iShares S&P 500 Index Fund Institutional Class (BSPIX) Alternatives