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
SWPPX	Schwab S&P 500 Index Fund	0.02%	143.85B	May 1997	BSPIX vs SWPPX
FXAIX	Fidelity 500 Index Fund	0.02%	—	Feb 1988	BSPIX vs FXAIX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	—	Sep 2014	BSPIX vs SSSYX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	0.02%	355.20B	Jul 1997	BSPIX vs VIIIX

Best Risk-Adjusted Alternatives to BSPIX

BSPIX has a PortfoliosLab risk / return rank of 64. There are 12 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	BSPIX vs SPINX
FXAIX	Fidelity 500 Index Fund	65	—	Feb 1988	BSPIX vs FXAIX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	65	355.20B	Jul 1997	BSPIX vs VIIIX
VINIX	Vanguard Institutional Index Fund Institutional Sh...	65	355.20B	Jul 1990	BSPIX vs VINIX
SSSYX	State Street Equity 500 Index Fund Class K	65	—	Sep 2014	BSPIX vs SSSYX

Top Performing BSPIX Alternatives (YTD)

BSPIX is at 9.73% YTD. There are 11 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	BSPIX vs DXSLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	10.27%	—	Jul 1997	BSPIX vs VADDX
USPRX	Victory 500 Index Fund	10.00%	—	May 2002	BSPIX vs USPRX
FXAIX	Fidelity 500 Index Fund	9.79%	—	Feb 1988	BSPIX vs FXAIX
SSSYX	State Street Equity 500 Index Fund Class K	9.78%	—	Sep 2014	BSPIX vs SSSYX

Lowest Volatility Alternatives to BSPIX

BSPIX 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	BSPIX vs PUTW
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	10.86%	—	Sep 2017	BSPIX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	11.93%	—	Jul 1997	BSPIX vs VADDX
SPFIX	Shelton Capital Management S&P 500 Index Fund	12.45%	—	Apr 1992	BSPIX vs SPFIX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	12.45%	—	Nov 2005	BSPIX vs SPXX

Lowest Drawdown Alternatives to BSPIX

BSPIX has a 1-year max drawdown of -8.91%. There are 13 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	BSPIX vs PUTW
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
SWPPX	Schwab S&P 500 Index Fund	-8.89%	143.85B	May 1997	BSPIX vs SWPPX
FXAIX	Fidelity 500 Index Fund	-8.89%	—	Feb 1988	BSPIX vs FXAIX

Other Mutual Funds from iShares

The 10 most viewed iShares mutual funds shown here include BTMKX, BKTSX, BSPPX 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	39	10.89%	—	Apr 2011	BSPIX vs BTMKX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	63	10.08%	—	Aug 2015	BSPIX vs BKTSX
BSPPX	iShares S&P 500 Index Fund Investor P Shares	S&P 500	63	9.60%	—	Aug 2018	BSPIX vs BSPPX
BDOKX	iShares MSCI Total International Index Fund Class ...	Foreign Large Cap Equities	67	16.62%	—	Jun 2011	BSPIX vs BDOKX
BKIPX	iShares Short-Term TIPS Bond Index Fund Class K	Inflation-Protected Bonds	42	0.64%	—	Feb 2016	BSPIX vs BKIPX
BRGKX	iShares Russell 1000 Large-Cap Index Fund Class K	Large Cap Blend Equities	61	9.55%	—	Mar 2011	BSPIX vs BRGKX
BDBKX	iShares Russell 2000 Small-Cap Index Fund Class K	Small Cap Blend Equities	72	21.69%	—	Apr 2011	BSPIX vs BDBKX
MDIIX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	38	10.73%	—	Apr 1997	BSPIX vs MDIIX
BASMX	iShares Total U.S. Stock Market Index Fund Investo...	Large Cap Blend Equities	61	9.92%	—	Aug 2015	BSPIX vs BASMX
BDOAX	iShares MSCI Total International Index Fund Class ...	International Equity	66	16.42%	—	Jun 2011	BSPIX vs BDOAX

Often Compared With BSPIX

Investors most often compare BSPIX with SPIAX, VMGMX, PLFIX. 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	9.53%	—	Sep 1997	BSPIX vs SPIAX
VMGMX	Vanguard Mid-Cap Growth Index Fund Admiral Shares	Mid Cap Growth Equities	10	10.13%	33.80B	Sep 2011	BSPIX vs VMGMX
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	S&P 500	65	9.73%	—	Mar 2001	BSPIX vs PLFIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	77	11.90%	—	Dec 1991	BSPIX vs FASGX
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	24	5.74%	393.80B	Nov 2000	BSPIX vs VIGAX
VWNEX	Vanguard Windsor Fund Admiral Shares	Large Cap Value Equities	42	7.12%	24.50B	Nov 2001	BSPIX vs VWNEX
TRSPX	Nuveen S&P 500 Index Fund Retirement Class	S&P 500	63	9.65%	—	Oct 2002	BSPIX vs TRSPX
DSPIX	BNY Mellon Institutional S&P 500 Stock Index Fund	S&P 500	65	9.69%	—	Sep 1993	BSPIX vs DSPIX
SPIDX	Invesco S&P 500 Index Fund	S&P 500	64	9.66%	—	Sep 1997	BSPIX vs SPIDX
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	65	9.77%	—	Jul 1993	BSPIX vs WFSPX
POGRX	PrimeCap Odyssey Growth Fund	Large Cap Growth Equities	94	31.65%	—	Nov 2004	BSPIX vs POGRX
MUXYX	Victory S&P 500 Index Fund	S&P 500	61	9.56%	—	Nov 1991	BSPIX vs MUXYX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	65	10.33%	2.30T	Nov 2000	BSPIX vs VTSAX
SCPIX	DWS S&P 500 Index Fund	S&P 500	64	9.65%	—	Aug 1997	BSPIX vs SCPIX
SSPIX	SEI Institutional Managed Trust S&P 500 Index Fund	S&P 500	63	9.58%	—	Feb 1996	BSPIX vs SSPIX
RYSOX	Rydex S&P 500 Fund	S&P 500	55	8.94%	—	May 2006	BSPIX vs RYSOX
MIEYX	MM S&P 500 Index Fund	S&P 500	62	9.52%	—	Feb 1998	BSPIX vs MIEYX
MSXAX	NYLI S&P 500 Index Class A	S&P 500	62	9.53%	—	Jan 2004	BSPIX vs MSXAX
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	S&P 500	63	9.64%	—	Feb 2001	BSPIX vs PLSAX
GRISX	Nationwide S&P 500 Index Fund	S&P 500	63	9.61%	—	Nov 1998	BSPIX vs GRISX

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