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 17 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%	342.00B	Jul 1997	BSPPX vs VIIIX
FXAIX	Fidelity 500 Index Fund	0.02%	—	Feb 1988	BSPPX vs FXAIX
SWPPX	Schwab S&P 500 Index Fund	0.02%	145.00B	May 1997	BSPPX vs SWPPX
WFSPX	iShares S&P 500 Index Fund	0.03%	—	Jul 1993	BSPPX vs WFSPX

Best Risk-Adjusted Alternatives to BSPPX

BSPPX has a PortfoliosLab risk / return rank of 71. There are 19 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 74.

Symbol	Name	Risk / Return Rank	AUM	Inception
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	74	—	Dec 2013	BSPPX vs SPINX
FXAIX	Fidelity 500 Index Fund	73	—	Feb 1988	BSPPX vs FXAIX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	73	342.00B	Jul 1997	BSPPX vs VIIIX
WFSPX	iShares S&P 500 Index Fund	73	—	Jul 1993	BSPPX vs WFSPX
BSPGX	iShares S&P 500 Index Fund Class G	73	—	Jul 2019	BSPPX vs BSPGX

Top Performing BSPPX Alternatives (YTD)

BSPPX is at 11.54% YTD. There are 18 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	BSPPX vs DXSLX
USPRX	Victory 500 Index Fund	11.95%	—	May 2002	BSPPX vs USPRX
FXAIX	Fidelity 500 Index Fund	11.71%	—	Feb 1988	BSPPX vs FXAIX
BSPGX	iShares S&P 500 Index Fund Class G	11.70%	—	Jul 2019	BSPPX vs BSPGX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	11.70%	342.00B	Jul 1997	BSPPX vs VIIIX

Lowest Volatility Alternatives to BSPPX

BSPPX has 11.85% 1-year volatility. There are 7 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	BSPPX vs PUTW
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	10.62%	—	Sep 2017	BSPPX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	11.64%	—	Jul 1997	BSPPX vs VADDX
SPFIX	Shelton Capital Management S&P 500 Index Fund	11.81%	—	Apr 1992	BSPPX vs SPFIX
SSPIX	SEI Institutional Managed Trust S&P 500 Index Fund	11.83%	—	Feb 1996	BSPPX vs SSPIX

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 -7.15%.

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
FXAIX	Fidelity 500 Index Fund	-8.89%	—	Feb 1988	BSPPX vs FXAIX
SWPPX	Schwab S&P 500 Index Fund	-8.89%	145.00B	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	26	9.65%	—	Apr 2011	BSPPX vs BTMKX
BSPIX	iShares S&P 500 Index Fund Institutional Class	S&P 500	73	11.65%	—	Apr 1993	BSPPX vs BSPIX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	70	11.73%	—	Aug 2015	BSPPX vs BKTSX
BKIPX	iShares Short-Term TIPS Bond Index Fund Class K	Inflation-Protected Bonds	75	2.00%	—	Feb 2016	BSPPX vs BKIPX
BDOKX	iShares MSCI Total International Index Fund Class ...	Foreign Large Cap Equities	57	15.93%	—	Jun 2011	BSPPX vs BDOKX
BRGKX	iShares Russell 1000 Large-Cap Index Fund Class K	Large Cap Blend Equities	69	11.40%	—	Mar 2011	BSPPX vs BRGKX
BDBKX	iShares Russell 2000 Small-Cap Index Fund Class K	Small Cap Blend Equities	64	18.66%	—	Apr 2011	BSPPX vs BDBKX
MDIIX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	26	9.48%	—	Apr 1997	BSPPX vs MDIIX
BDOAX	iShares MSCI Total International Index Fund Class ...	International Equity	56	15.78%	—	Jun 2011	BSPPX vs BDOAX
BASMX	iShares Total U.S. Stock Market Index Fund Investo...	Large Cap Blend Equities	68	11.60%	—	Aug 2015	BSPPX vs BASMX

Often Compared With BSPPX

Investors most often compare BSPPX with PLFIX, SPIDX, BXMX. These 19 comparison targets span 4 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	73	11.68%	—	Mar 2001	BSPPX vs PLFIX
SPIDX	Invesco S&P 500 Index Fund	S&P 500	72	11.58%	—	Sep 1997	BSPPX vs SPIDX
BXMX	Nuveen S&P 500 Buy-Write Income Fund	S&P 500, Derivative Income	—	—	—	Nov 2004	BSPPX vs BXMX
SCPIX	DWS S&P 500 Index Fund	S&P 500	73	11.60%	—	Aug 1997	BSPPX vs SCPIX
SPIAX	Invesco S&P 500 Index A	S&P 500	71	11.48%	—	Sep 1997	BSPPX vs SPIAX
PSPCX	PIMCO StocksPLUS Fund Class C	S&P 500, Large Cap Blend Equities	18	11.39%	—	Apr 2018	BSPPX vs PSPCX
RYSOX	Rydex S&P 500 Fund	S&P 500	63	10.94%	—	May 2006	BSPPX vs RYSOX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	16	3.81%	—	Nov 2005	BSPPX vs SPXX
DSPIX	BNY Mellon Institutional S&P 500 Stock Index Fund	S&P 500	73	11.63%	—	Sep 1993	BSPPX vs DSPIX
PLFMX	Principal LargeCap S&P 500 Index Fund	S&P 500	69	11.40%	—	Dec 2000	BSPPX vs PLFMX
PEOPX	BNY Mellon S&P 500 Index Fund	S&P 500	71	11.50%	—	Jan 1990	BSPPX vs PEOPX
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	S&P 500	72	11.59%	—	Feb 2001	BSPPX vs PLSAX
GRISX	Nationwide S&P 500 Index Fund	S&P 500	71	11.55%	—	Nov 1998	BSPPX vs GRISX
TRSPX	Nuveen S&P 500 Index Fund Retirement Class	S&P 500	72	11.56%	—	Oct 2002	BSPPX vs TRSPX
MUXYX	Victory S&P 500 Index Fund	S&P 500	70	11.48%	—	Nov 1991	BSPPX vs MUXYX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	73	11.69%	1.60T	Nov 2000	BSPPX vs VFIAX
MSXAX	NYLI S&P 500 Index Class A	S&P 500	71	11.46%	—	Jan 2004	BSPPX vs MSXAX
MIEYX	MM S&P 500 Index Fund	S&P 500	70	11.45%	—	Feb 1998	BSPPX vs MIEYX
PARFX	T. Rowe Price Retirement 2050 Fund	Target Retirement Date	55	11.60%	—	Dec 2006	BSPPX vs PARFX

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