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 5 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%	145.00B	May 1997	BSPIX vs SWPPX
FXAIX	Fidelity 500 Index Fund	0.02%	—	Feb 1988	BSPIX vs FXAIX
WFSPX	iShares S&P 500 Index Fund	0.03%	—	Jul 1993	BSPIX vs WFSPX
VFIAX	Vanguard 500 Index Fund Admiral Shares	0.04%	1.60T	Nov 2000	BSPIX vs VFIAX

Best Risk-Adjusted Alternatives to BSPIX

BSPIX has a PortfoliosLab risk / return rank of 74. There are 4 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 75.

Symbol	Name	Risk / Return Rank	AUM	Inception
SCPIX	DWS S&P 500 Index Fund	75	—	Aug 1997	BSPIX vs SCPIX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	74	—	Dec 2013	BSPIX vs SPINX
BSPGX	iShares S&P 500 Index Fund Class G	74	—	Jul 2019	BSPIX vs BSPGX
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	74	—	Mar 2001	BSPIX vs PLFIX
SPIDX	Invesco S&P 500 Index Fund	74	—	Sep 1997	BSPIX vs SPIDX

Top Performing BSPIX Alternatives (YTD)

BSPIX is at 11.51% YTD. There are 10 mutual funds in the S&P 500 category with higher YTD returns, going as high as 17.64%.

Symbol	Name	YTD Return	AUM	Inception
DXSLX	Direxion Monthly S&P 500 Bull 1.75X Fund	17.64%	—	May 2006	BSPIX vs DXSLX
USPRX	Victory 500 Index Fund	11.73%	—	May 2002	BSPIX vs USPRX
FXAIX	Fidelity 500 Index Fund	11.71%	—	Feb 1988	BSPIX vs FXAIX
SWPPX	Schwab S&P 500 Index Fund	11.69%	145.00B	May 1997	BSPIX vs SWPPX
VFIAX	Vanguard 500 Index Fund Admiral Shares	11.69%	1.60T	Nov 2000	BSPIX vs VFIAX

Lowest Volatility Alternatives to BSPIX

BSPIX has 11.88% 1-year volatility. There are 14 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 8.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
PUTW	WisdomTree Equity Premium Income Fund	8.86%	236.88M	Feb 2016	BSPIX vs PUTW
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	10.64%	—	Sep 2017	BSPIX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	11.64%	—	Jul 1997	BSPIX vs VADDX
SPFIX	Shelton Capital Management S&P 500 Index Fund	11.83%	—	Apr 1992	BSPIX vs SPFIX
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	11.84%	—	Feb 2001	BSPIX vs PLSAX

Lowest Drawdown Alternatives to BSPIX

BSPIX has a 1-year max drawdown of -8.91%. There are 10 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
SWPPX	Schwab S&P 500 Index Fund	-8.89%	145.00B	May 1997	BSPIX vs SWPPX
FXAIX	Fidelity 500 Index Fund	-8.89%	—	Feb 1988	BSPIX vs FXAIX
VFIAX	Vanguard 500 Index Fund Admiral Shares	-8.90%	1.60T	Nov 2000	BSPIX vs VFIAX

Other Mutual Funds from iShares

The 10 most viewed iShares mutual funds shown here include BTMKX, BKTSX, BKIPX 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	26	9.65%	—	Apr 2011	BSPIX vs BTMKX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	71	11.47%	—	Aug 2015	BSPIX vs BKTSX
BKIPX	iShares Short-Term TIPS Bond Index Fund Class K	Inflation-Protected Bonds	75	2.00%	—	Feb 2016	BSPIX vs BKIPX
BSPPX	iShares S&P 500 Index Fund Investor P Shares	S&P 500	73	11.39%	—	Aug 2018	BSPIX vs BSPPX
BDOKX	iShares MSCI Total International Index Fund Class ...	Foreign Large Cap Equities	58	15.08%	—	Jun 2011	BSPIX vs BDOKX
BRGKX	iShares Russell 1000 Large-Cap Index Fund Class K	Large Cap Blend Equities	70	11.19%	—	Mar 2011	BSPIX vs BRGKX
BDBKX	iShares Russell 2000 Small-Cap Index Fund Class K	Small Cap Blend Equities	62	17.58%	—	Apr 2011	BSPIX vs BDBKX
MDIIX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	27	9.11%	—	Apr 1997	BSPIX vs MDIIX
BDOAX	iShares MSCI Total International Index Fund Class ...	International Equity	57	14.90%	—	Jun 2011	BSPIX vs BDOAX
BASMX	iShares Total U.S. Stock Market Index Fund Investo...	Large Cap Blend Equities	69	11.34%	—	Aug 2015	BSPIX vs BASMX

Often Compared With BSPIX

Investors most often compare BSPIX with BXMX, SPIAX, VMGMX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BXMX	Nuveen S&P 500 Buy-Write Income Fund	S&P 500, Derivative Income	—	—	—	Nov 2004	BSPIX vs BXMX
SPIAX	Invesco S&P 500 Index A	S&P 500	72	11.34%	—	Sep 1997	BSPIX vs SPIAX
VMGMX	Vanguard Mid-Cap Growth Index Fund Admiral Shares	Mid Cap Growth Equities	10	9.27%	32.20B	Sep 2011	BSPIX vs VMGMX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	77	11.93%	—	Dec 1991	BSPIX vs FASGX
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	34	10.82%	365.00B	Nov 2000	BSPIX vs VIGAX
TRSPX	Nuveen S&P 500 Index Fund Retirement Class	S&P 500	74	11.43%	—	Oct 2002	BSPIX vs TRSPX
VWNEX	Vanguard Windsor Fund Admiral Shares	Large Cap Value Equities	45	7.41%	24.20B	Nov 2001	BSPIX vs VWNEX
DSPIX	BNY Mellon Institutional S&P 500 Stock Index Fund	S&P 500	73	11.63%	—	Sep 1993	BSPIX vs DSPIX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	16	3.81%	—	Nov 2005	BSPIX vs SPXX
POGRX	PrimeCap Odyssey Growth Fund	Large Cap Growth Equities	93	26.45%	—	Nov 2004	BSPIX vs POGRX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	71	11.98%	2.20T	Nov 2000	BSPIX vs VTSAX
MUXYX	Victory S&P 500 Index Fund	S&P 500	71	11.34%	—	Nov 1991	BSPIX vs MUXYX
SSPIX	SEI Institutional Managed Trust S&P 500 Index Fund	S&P 500	72	11.37%	—	Feb 1996	BSPIX vs SSPIX
MSXAX	NYLI S&P 500 Index Class A	S&P 500	72	11.33%	—	Jan 2004	BSPIX vs MSXAX
MIEYX	MM S&P 500 Index Fund	S&P 500	71	11.31%	—	Feb 1998	BSPIX vs MIEYX
RYSOX	Rydex S&P 500 Fund	S&P 500	65	10.80%	—	May 2006	BSPIX vs RYSOX
GRISX	Nationwide S&P 500 Index Fund	S&P 500	73	11.39%	—	Nov 1998	BSPIX vs GRISX
PEOPX	BNY Mellon S&P 500 Index Fund	S&P 500	71	11.50%	—	Jan 1990	BSPIX vs PEOPX
PLFMX	Principal LargeCap S&P 500 Index Fund	S&P 500	71	11.24%	—	Dec 2000	BSPIX vs PLFMX
PSPCX	PIMCO StocksPLUS Fund Class C	S&P 500, Large Cap Blend Equities	19	11.27%	—	Apr 2018	BSPIX vs PSPCX

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