BSPPX Alternatives & Similar Mutual Funds

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

Cheapest Alternatives to BSPPX

BSPPX charges 0.35% annually. There are 19 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	BSPPX vs BSPGX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	0.02%	355.20B	Jul 1997	BSPPX vs VIIIX
SWPPX	Schwab S&P 500 Index Fund	0.02%	143.85B	May 1997	BSPPX vs SWPPX
FXAIX	Fidelity 500 Index Fund	0.02%	—	Feb 1988	BSPPX vs FXAIX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	—	Sep 2014	BSPPX vs SSSYX

Best Risk-Adjusted Alternatives to BSPPX

BSPPX has a PortfoliosLab risk / return rank of 54. There are 6 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 57.

Symbol	Name	Risk / Return Rank	AUM	Inception
TRSPX	Nuveen S&P 500 Index Fund Retirement Class	57	—	Oct 2002	BSPPX vs TRSPX
GRMRX	Nationwide S&P 500 Index Fund Class R	56	—	Jan 2007	BSPPX vs GRMRX
USPRX	Victory 500 Index Fund	56	—	May 2002	BSPPX vs USPRX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	55	—	Dec 2013	BSPPX vs SPINX
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	55	—	Mar 2001	BSPPX vs PLFIX

Top Performing BSPPX Alternatives (YTD)

BSPPX is at 8.03% YTD. There are 20 mutual funds in the S&P 500 category with higher YTD returns, going as high as 10.86%.

Symbol	Name	YTD Return	AUM	Inception
DXSLX	Direxion Monthly S&P 500 Bull 1.75X Fund	10.86%	—	May 2006	BSPPX vs DXSLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	9.86%	—	Jul 1997	BSPPX vs VADDX
USPRX	Victory 500 Index Fund	8.41%	—	May 2002	BSPPX vs USPRX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	8.21%	355.20B	Jul 1997	BSPPX vs VIIIX
SWPPX	Schwab S&P 500 Index Fund	8.21%	143.85B	May 1997	BSPPX vs SWPPX

Lowest Volatility Alternatives to BSPPX

BSPPX has 12.56% 1-year volatility. There are 9 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 9.31%.

Symbol	Name	Volatility 1Y	AUM	Inception
PUTW	WisdomTree Equity Premium Income Fund	9.31%	236.88M	Feb 2016	BSPPX vs PUTW
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	10.85%	—	Sep 2017	BSPPX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	11.91%	—	Jul 1997	BSPPX vs VADDX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	12.42%	—	Nov 2005	BSPPX vs SPXX
SPFIX	Shelton Capital Management S&P 500 Index Fund	12.51%	—	Apr 1992	BSPPX vs SPFIX

Lowest Drawdown Alternatives to BSPPX

BSPPX has a 1-year max drawdown of -8.95%. There are 23 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	BSPPX vs PUTW
VADDX	Invesco Equally-Weighted S&P 500 Fund	-7.88%	—	Jul 1997	BSPPX vs VADDX
SSSYX	State Street Equity 500 Index Fund Class K	-8.88%	—	Sep 2014	BSPPX vs SSSYX
SWPPX	Schwab S&P 500 Index Fund	-8.89%	143.85B	May 1997	BSPPX vs SWPPX
FXAIX	Fidelity 500 Index Fund	-8.89%	—	Feb 1988	BSPPX vs FXAIX

Other Mutual Funds from iShares

The 10 most viewed iShares mutual funds shown here include BTMKX, BSPIX, BKTSX 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	31	8.57%	—	Apr 2011	BSPPX vs BTMKX
BSPIX	iShares S&P 500 Index Fund Institutional Class	S&P 500	54	8.16%	—	Apr 1993	BSPPX vs BSPIX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	54	8.63%	—	Aug 2015	BSPPX vs BKTSX
BDOKX	iShares MSCI Total International Index Fund Class ...	Foreign Large Cap Equities	54	12.99%	—	Jun 2011	BSPPX vs BDOKX
BKIPX	iShares Short-Term TIPS Bond Index Fund Class K	Inflation-Protected Bonds	46	0.64%	—	Feb 2016	BSPPX vs BKIPX
BRGKX	iShares Russell 1000 Large-Cap Index Fund Class K	Large Cap Blend Equities	54	8.07%	—	Mar 2011	BSPPX vs BRGKX
BDBKX	iShares Russell 2000 Small-Cap Index Fund Class K	Small Cap Blend Equities	71	20.53%	—	Apr 2011	BSPPX vs BDBKX
MDIIX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	33	8.39%	—	Apr 1997	BSPPX vs MDIIX
BASMX	iShares Total U.S. Stock Market Index Fund Investo...	Large Cap Blend Equities	57	8.49%	—	Aug 2015	BSPPX vs BASMX
BDOAX	iShares MSCI Total International Index Fund Class ...	International Equity	55	12.82%	—	Jun 2011	BSPPX vs BDOAX

Often Compared With BSPPX

Investors most often compare BSPPX with PSPCX, SPIDX, SCPIX. These 18 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PSPCX	PIMCO StocksPLUS Fund Class C	S&P 500, Large Cap Blend Equities	15	8.13%	—	Apr 2018	BSPPX vs PSPCX
SPIDX	Invesco S&P 500 Index Fund	S&P 500	53	8.08%	—	Sep 1997	BSPPX vs SPIDX
SCPIX	DWS S&P 500 Index Fund	S&P 500	46	6.67%	—	Aug 1997	BSPPX vs SCPIX
SPIAX	Invesco S&P 500 Index A	S&P 500	54	7.95%	—	Sep 1997	BSPPX vs SPIAX
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	S&P 500	52	8.07%	—	Feb 2001	BSPPX vs PLSAX
RYSOX	Rydex S&P 500 Fund	S&P 500	48	7.37%	—	May 2006	BSPPX vs RYSOX
PLFMX	Principal LargeCap S&P 500 Index Fund	S&P 500	53	7.89%	—	Dec 2000	BSPPX vs PLFMX
DSPIX	BNY Mellon Institutional S&P 500 Stock Index Fund	S&P 500	53	8.12%	—	Sep 1993	BSPPX vs DSPIX
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	52	8.19%	—	Jul 1993	BSPPX vs WFSPX
PEOPX	BNY Mellon S&P 500 Index Fund	S&P 500	50	7.98%	—	Jan 1990	BSPPX vs PEOPX
MUXYX	Victory S&P 500 Index Fund	S&P 500	52	7.98%	—	Nov 1991	BSPPX vs MUXYX
GRISX	Nationwide S&P 500 Index Fund	S&P 500	52	8.01%	—	Nov 1998	BSPPX vs GRISX
SSPIX	SEI Institutional Managed Trust S&P 500 Index Fund	S&P 500	52	8.01%	—	Feb 1996	BSPPX vs SSPIX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	52	8.19%	1.70T	Nov 2000	BSPPX vs VFIAX
MSXAX	NYLI S&P 500 Index Class A	S&P 500	51	7.96%	—	Jan 2004	BSPPX vs MSXAX
MIEYX	MM S&P 500 Index Fund	S&P 500	52	7.95%	—	Feb 1998	BSPPX vs MIEYX
PARFX	T. Rowe Price Retirement 2050 Fund	Target Retirement Date	45	9.06%	—	Dec 2006	BSPPX vs PARFX
VINIX	Vanguard Institutional Index Fund Institutional Sh...	S&P 500, Large Cap Blend Equities	52	8.20%	355.20B	Jul 1990	BSPPX vs VINIX

Compare BSPPX with Any Fund or Stock

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

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Diversifiers

Pair BSPPX with funds that move differently

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

Explore BSPPX Diversifiers

iShares S&P 500 Index Fund Investor P Shares (BSPPX) Alternatives