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

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to BSPIX

BSPIX charges 0.10% annually. Among mutual funds in the S&P 500 category, these options have the lowest expense ratios among BSPIX alternatives.

Symbol	Name	Expense Ratio	Inception
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	Jul 1, 2019	BSPIX vs BSPGX
SWPPX	Schwab S&P 500 Index Fund	0.02%	May 19, 1997	BSPIX vs SWPPX
FXAIX	Fidelity 500 Index Fund	0.02%	Feb 17, 1988	BSPIX vs FXAIX
WFSPX	iShares S&P 500 Index Fund	0.03%	Jul 30, 1993	BSPIX vs WFSPX
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	0.11%	Mar 1, 2001	BSPIX vs PLFIX

Best Risk-Adjusted Alternatives to BSPIX

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
PUTW	WisdomTree Equity Premium Income Fund	72	Feb 24, 2016	BSPIX vs PUTW
SWPPX	Schwab S&P 500 Index Fund	46	May 19, 1997	BSPIX vs SWPPX
FXAIX	Fidelity 500 Index Fund	46	Feb 17, 1988	BSPIX vs FXAIX
WFSPX	iShares S&P 500 Index Fund	46	Jul 30, 1993	BSPIX vs WFSPX
DSPIX	BNY Mellon Institutional S&P 500 Stock Index Fund	45	Sep 30, 1993	BSPIX vs DSPIX

Top Performing BSPIX Alternatives (YTD)

BSPIX alternatives from the S&P 500 category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	0.17%	Sep 10, 2017	BSPIX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	-1.41%	Jul 28, 1997	BSPIX vs VADDX
PUTW	WisdomTree Equity Premium Income Fund	-1.66%	Feb 24, 2016	BSPIX vs PUTW
FXAIX	Fidelity 500 Index Fund	-7.05%	Feb 17, 1988	BSPIX vs FXAIX
WFSPX	iShares S&P 500 Index Fund	-7.06%	Jul 30, 1993	BSPIX vs WFSPX

Lowest Volatility Alternatives to BSPIX

BSPIX alternatives from the S&P 500 category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	14.28%	Sep 10, 2017	BSPIX vs KNGLX
PUTW	WisdomTree Equity Premium Income Fund	14.33%	Feb 24, 2016	BSPIX vs PUTW
BXMX	Nuveen S&P 500 Buy-Write Income Fund	16.43%	Nov 25, 2004	BSPIX vs BXMX
VADDX	Invesco Equally-Weighted S&P 500 Fund	17.17%	Jul 28, 1997	BSPIX vs VADDX
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	17.85%	Mar 1, 2001	BSPIX vs PLFIX

Lowest Drawdown Alternatives to BSPIX

BSPIX alternatives from the S&P 500 category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
PUTW	WisdomTree Equity Premium Income Fund	-9.90%	Feb 24, 2016	BSPIX vs PUTW
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	-10.91%	Sep 10, 2017	BSPIX vs KNGLX
BXMX	Nuveen S&P 500 Buy-Write Income Fund	-11.42%	Nov 25, 2004	BSPIX vs BXMX
SWPPX	Schwab S&P 500 Index Fund	-12.10%	May 19, 1997	BSPIX vs SWPPX
WFSPX	iShares S&P 500 Index Fund	-12.11%	Jul 30, 1993	BSPIX vs WFSPX

Other Mutual Funds from iShares

Most popular iShares mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
BTMKX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	62	-1.91%	Apr 1, 2011	BSPIX vs BTMKX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	42	-6.70%	Aug 13, 2015	BSPIX vs BKTSX
BRGKX	iShares Russell 1000 Large-Cap Index Fund Class K	Large Cap Blend Equities	41	-6.91%	Mar 31, 2011	BSPIX vs BRGKX
MDIIX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	57	-1.98%	Apr 9, 1997	BSPIX vs MDIIX
BKIPX	iShares Short-Term TIPS Bond Index Fund Class K	Inflation-Protected Bonds	93	0.73%	Feb 16, 2016	BSPIX vs BKIPX
BDBKX	iShares Russell 2000 Small-Cap Index Fund Class K	Small Cap Blend Equities	46	-2.46%	Apr 1, 2011	BSPIX vs BDBKX
BDOKX	iShares MSCI Total International Index Fund Class ...	Foreign Large Cap Equities	75	-1.23%	Jun 30, 2011	BSPIX vs BDOKX
BASMX	iShares Total U.S. Stock Market Index Fund Investo...	Large Cap Blend Equities	40	-6.77%	Aug 13, 2015	BSPIX vs BASMX
BDOAX	iShares MSCI Total International Index Fund Class ...	International Equity	74	-1.27%	Jun 30, 2011	BSPIX vs BDOAX
BSPPX	iShares S&P 500 Index Fund Investor P Shares	S&P 500	41	-7.14%	Aug 6, 2018	BSPIX vs BSPPX

Often Compared With BSPIX

What investors most often compare with BSPIX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	26	-13.83%	Nov 13, 2000	BSPIX vs VIGAX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	70	-2.99%	Dec 30, 1991	BSPIX vs FASGX
VMGMX	Vanguard Mid-Cap Growth Index Fund Admiral Shares	Mid Cap Growth Equities	8	-10.43%	Sep 27, 2011	BSPIX vs VMGMX
VWNEX	Vanguard Windsor Fund Admiral Shares	Large Cap Value Equities	24	-3.74%	Nov 12, 2001	BSPIX vs VWNEX
USPRX	Victory 500 Index Fund	S&P 500	42	-7.11%	May 1, 2002	BSPIX vs USPRX
POGRX	PrimeCap Odyssey Growth Fund	Large Cap Growth Equities	70	-8.17%	Nov 1, 2004	BSPIX vs POGRX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	46	-6.75%	Nov 13, 2000	BSPIX vs VTSAX
TRSPX	Nuveen S&P 500 Index Fund Retirement Class	S&P 500	40	-7.12%	Oct 1, 2002	BSPIX vs TRSPX
MIEYX	MM S&P 500 Index Fund	S&P 500	42	-7.16%	Feb 27, 1998	BSPIX vs MIEYX
MUXYX	Victory S&P 500 Index Fund	S&P 500	43	-7.19%	Nov 29, 1991	BSPIX vs MUXYX
SPIDX	Invesco S&P 500 Index Fund	S&P 500	42	-7.13%	Sep 26, 1997	BSPIX vs SPIDX
SPFIX	Shelton Capital Management S&P 500 Index Fund	S&P 500	43	-7.11%	Apr 20, 1992	BSPIX vs SPFIX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	9	-9.14%	Nov 23, 2005	BSPIX vs SPXX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	45	-7.09%	Dec 18, 2013	BSPIX vs SPINX
RYSOX	Rydex S&P 500 Fund	S&P 500	36	-7.32%	May 31, 2006	BSPIX vs RYSOX
SCPIX	DWS S&P 500 Index Fund	S&P 500	43	-7.12%	Aug 29, 1997	BSPIX vs SCPIX
MSXAX	NYLI S&P 500 Index Class A	S&P 500	41	-7.16%	Jan 2, 2004	BSPIX vs MSXAX
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	S&P 500	45	-7.11%	Feb 2, 2001	BSPIX vs PLSAX
GRISX	Nationwide S&P 500 Index Fund	S&P 500	43	-7.15%	Nov 2, 1998	BSPIX vs GRISX
SPIAX	Invesco S&P 500 Index A	S&P 500	39	-7.17%	Sep 26, 1997	BSPIX vs SPIAX

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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iShares S&P 500 Index Fund Institutional Class

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