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 | |
|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Class G | 0.01% | — | Jul 2019 | BSPPX vs BSPGX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | BSPPX vs SSSYX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | BSPPX vs VIIIX | |
| Schwab S&P 500 Index Fund | 0.02% | 145.69B | May 1997 | BSPPX vs SWPPX | |
| Fidelity 500 Index Fund | 0.02% | — | Feb 1988 | BSPPX vs FXAIX |
Best Risk-Adjusted Alternatives to BSPPX
BSPPX has a PortfoliosLab risk / return rank of 60. There are 17 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 64.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Institutional Investments Trust S&P 500 Index ... | 64 | — | Dec 2013 | BSPPX vs SPINX | |
| iShares S&P 500 Index Fund Class G | 63 | — | Jul 2019 | BSPPX vs BSPGX | |
| Principal Large Cap S&P 500 Index Fund Institution... | 63 | — | Mar 2001 | BSPPX vs PLFIX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | 62 | — | Sep 1993 | BSPPX vs DSPIX | |
| State Street Equity 500 Index Fund Class K | 62 | — | Sep 2014 | BSPPX vs SSSYX |
Top Performing BSPPX Alternatives (YTD)
BSPPX is at 10.26% YTD. There are 18 mutual funds in the S&P 500 category with higher YTD returns, going as high as 14.65%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Monthly S&P 500 Bull 1.75X Fund | 14.65% | — | May 2006 | BSPPX vs DXSLX | |
| Invesco Equally-Weighted S&P 500 Fund | 12.68% | — | Jul 1997 | BSPPX vs VADDX | |
| Victory 500 Index Fund | 10.60% | — | May 2002 | BSPPX vs USPRX | |
| iShares S&P 500 Index Fund Class G | 10.46% | — | Jul 2019 | BSPPX vs BSPGX | |
| Vanguard Institutional Index Fund Institutional Pl... | 10.46% | 355.20B | Jul 1997 | BSPPX vs VIIIX |
Lowest Volatility Alternatives to BSPPX
BSPPX has 12.56% 1-year volatility. There are 7 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 11.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 11.03% | — | Sep 2017 | BSPPX vs KNGLX | |
| Invesco Equally-Weighted S&P 500 Fund | 11.82% | — | Jul 1997 | BSPPX vs VADDX | |
| Shelton Capital Management S&P 500 Index Fund | 12.51% | — | Apr 1992 | BSPPX vs SPFIX | |
| Principal LargeCap S&P 500 Index Fund Class A | 12.54% | — | Feb 2001 | BSPPX vs PLSAX | |
| CYBER HORNET S&P 500 | 12.54% | — | Mar 2017 | BSPPX vs INDEX |
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 | |
|---|---|---|---|---|---|
| Invesco Equally-Weighted S&P 500 Fund | -7.88% | — | Jul 1997 | BSPPX vs VADDX | |
| State Street Equity 500 Index Fund Class K | -8.88% | — | Sep 2014 | BSPPX vs SSSYX | |
| Schwab S&P 500 Index Fund | -8.89% | 145.69B | May 1997 | BSPPX vs SWPPX | |
| Fidelity 500 Index Fund | -8.89% | — | Feb 1988 | BSPPX vs FXAIX | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | -8.90% | — | Sep 2017 | BSPPX vs KNGLX |
Other Mutual Funds from iShares
The 10 most viewed iShares mutual funds shown here include BTMKX, BSPIX, BKTSX and span 6 categories.
Often Compared With BSPPX
Investors most often compare BSPPX with PSPCX, SPIDX, SCPIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare BSPPX with Any Fund or Stock
Compare BSPPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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