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%	349.70B	Jul 1997	BSPPX vs VIIIX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	—	Sep 2014	BSPPX vs SSSYX
FXAIX	Fidelity 500 Index Fund	0.02%	—	Feb 1988	BSPPX vs FXAIX
SWPPX	Schwab S&P 500 Index Fund	0.02%	144.34B	May 1997	BSPPX vs SWPPX

Best Risk-Adjusted Alternatives to BSPPX

BSPPX has a PortfoliosLab risk / return rank of 55. There are 21 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
VADDX	Invesco Equally-Weighted S&P 500 Fund	66	—	Jul 1997	BSPPX vs VADDX
FXAIX	Fidelity 500 Index Fund	59	—	Feb 1988	BSPPX vs FXAIX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	59	349.70B	Jul 1997	BSPPX vs VIIIX
SSSYX	State Street Equity 500 Index Fund Class K	59	—	Sep 2014	BSPPX vs SSSYX
VINIX	Vanguard Institutional Index Fund Institutional Sh...	59	349.70B	Jul 1990	BSPPX vs VINIX

Top Performing BSPPX Alternatives (YTD)

BSPPX is at 9.90% YTD. There are 19 mutual funds in the S&P 500 category with higher YTD returns, going as high as 13.73%.

Symbol	Name	YTD Return	AUM	Inception
DXSLX	Direxion Monthly S&P 500 Bull 1.75X Fund	13.73%	—	May 2006	BSPPX vs DXSLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	13.07%	—	Jul 1997	BSPPX vs VADDX
FXAIX	Fidelity 500 Index Fund	10.13%	—	Feb 1988	BSPPX vs FXAIX
USPRX	Victory 500 Index Fund	10.13%	—	May 2002	BSPPX vs USPRX
BSPGX	iShares S&P 500 Index Fund Class G	10.12%	—	Jul 2019	BSPPX vs BSPGX

Lowest Volatility Alternatives to BSPPX

BSPPX has 12.86% 1-year volatility. There are 5 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 11.33%.

Symbol	Name	Volatility 1Y	AUM	Inception
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	11.33%	—	Sep 2017	BSPPX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	11.77%	—	Jul 1997	BSPPX vs VADDX
SPFIX	Shelton Capital Management S&P 500 Index Fund	12.81%	—	Apr 1992	BSPPX vs SPFIX
INDEX	CYBER HORNET S&P 500	12.84%	—	Mar 2017	BSPPX vs INDEX
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	12.85%	—	Feb 2001	BSPPX vs PLSAX

Lowest Drawdown Alternatives to BSPPX

BSPPX has a 1-year max drawdown of -8.95%. There are 21 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	BSPPX vs VADDX
SSSYX	State Street Equity 500 Index Fund Class K	-8.88%	—	Sep 2014	BSPPX vs SSSYX
FXAIX	Fidelity 500 Index Fund	-8.89%	—	Feb 1988	BSPPX vs FXAIX
SWPPX	Schwab S&P 500 Index Fund	-8.89%	144.34B	May 1997	BSPPX vs SWPPX
BSPGX	iShares S&P 500 Index Fund Class G	-8.90%	—	Jul 2019	BSPPX vs BSPGX

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	62	11.92%	—	Apr 2011	BSPPX vs BTMKX
BSPIX	iShares S&P 500 Index Fund Institutional Class	S&P 500	57	10.06%	—	Apr 1993	BSPPX vs BSPIX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	58	10.36%	—	Aug 2015	BSPPX vs BKTSX
BDOKX	iShares MSCI Total International Index Fund Class ...	Foreign Large Cap Equities	71	13.84%	—	Jun 2011	BSPPX vs BDOKX
BRGKX	iShares Russell 1000 Large-Cap Index Fund Class K	Large Cap Blend Equities	54	9.91%	—	Mar 2011	BSPPX vs BRGKX
BKIPX	iShares Short-Term TIPS Bond Index Fund Class K	Inflation-Protected Bonds	46	1.10%	—	Feb 2016	BSPPX vs BKIPX
MDIIX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	60	11.72%	—	Apr 1997	BSPPX vs MDIIX
BDBKX	iShares Russell 2000 Small-Cap Index Fund Class K	Small Cap Blend Equities	75	18.76%	—	Apr 2011	BSPPX vs BDBKX
BDOAX	iShares MSCI Total International Index Fund Class ...	Foreign Large Cap Equities, Emerging Markets Equities	69	13.61%	—	Jun 2011	BSPPX vs BDOAX
BASMX	iShares Total U.S. Stock Market Index Fund Investo...	Large Cap Blend Equities	54	10.18%	—	Aug 2015	BSPPX vs BASMX

Often Compared With BSPPX

Investors most often compare BSPPX with PLFIX, PSPCX, SPIDX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	S&P 500	58	10.07%	—	Mar 2001	BSPPX vs PLFIX
PSPCX	PIMCO StocksPLUS Fund Class C	S&P 500, Large Cap Blend Equities	14	9.79%	—	Apr 2018	BSPPX vs PSPCX
SPIDX	Invesco S&P 500 Index Fund	S&P 500	57	9.94%	—	Sep 1997	BSPPX vs SPIDX
SCPIX	DWS S&P 500 Index Fund	S&P 500	54	9.67%	—	Aug 1997	BSPPX vs SCPIX
RYSOX	Rydex S&P 500 Fund	S&P 500	46	9.08%	—	May 2006	BSPPX vs RYSOX
SPIAX	Invesco S&P 500 Index A	S&P 500	54	9.81%	—	Sep 1997	BSPPX vs SPIAX
MUXYX	Victory S&P 500 Index Fund	S&P 500	54	9.84%	—	Nov 1991	BSPPX vs MUXYX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	59	10.09%	—	Dec 2013	BSPPX vs SPINX
PLFMX	Principal LargeCap S&P 500 Index Fund	S&P 500	53	9.70%	—	Dec 2000	BSPPX vs PLFMX
SSPIX	SEI Institutional Managed Trust S&P 500 Index Fund	S&P 500	56	9.89%	—	Feb 1996	BSPPX vs SSPIX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	31	8.76%	—	Nov 2005	BSPPX vs SPXX
TRSPX	Nuveen S&P 500 Index Fund Retirement Class	S&P 500	55	9.95%	—	Oct 2002	BSPPX vs TRSPX
DSPIX	BNY Mellon Institutional S&P 500 Stock Index Fund	S&P 500	58	10.02%	—	Sep 1993	BSPPX vs DSPIX
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	59	10.11%	—	Jul 1993	BSPPX vs WFSPX
PEOPX	BNY Mellon S&P 500 Index Fund	S&P 500	55	9.82%	—	Jan 1990	BSPPX vs PEOPX
PUTW	WisdomTree PutWrite Strategy Fund	Derivative Income, S&P 500	—	—	236.88M	Feb 2016	BSPPX vs PUTW
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	59	10.10%	1.70T	Nov 2000	BSPPX vs VFIAX
GRISX	Nationwide S&P 500 Index Fund	S&P 500	55	9.87%	—	Nov 1998	BSPPX vs GRISX
MSXAX	NYLI S&P 500 Index Class A	S&P 500	55	9.82%	—	Jan 2004	BSPPX vs MSXAX
GRMRX	Nationwide S&P 500 Index Fund Class R	S&P 500	50	9.55%	—	Jan 2007	BSPPX vs GRMRX

Compare BSPPX with Any Fund or Stock

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

Symbol name

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