BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX) Alternatives
BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX) 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 DSPIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to DSPIX
DSPIX charges 0.20% annually. Among mutual funds in the S&P 500 category, these options have the lowest expense ratios among DSPIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares S&P 500 Index Fund Class G | 0.01% | Jul 1, 2019 | DSPIX vs BSPGX | |
| Schwab S&P 500 Index Fund | 0.02% | May 19, 1997 | DSPIX vs SWPPX | |
| Fidelity 500 Index Fund | 0.02% | Feb 17, 1988 | DSPIX vs FXAIX | |
| iShares S&P 500 Index Fund | 0.03% | Jul 30, 1993 | DSPIX vs WFSPX | |
| iShares S&P 500 Index Fund Institutional Class | 0.10% | Apr 28, 1993 | DSPIX vs BSPIX |
Best Risk-Adjusted Alternatives to DSPIX
Among mutual funds in the S&P 500 category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 68 | Feb 24, 2016 | DSPIX vs PUTW | |
| Fidelity 500 Index Fund | 60 | Feb 17, 1988 | DSPIX vs FXAIX | |
| Schwab S&P 500 Index Fund | 59 | May 19, 1997 | DSPIX vs SWPPX | |
| iShares S&P 500 Index Fund | 58 | Jul 30, 1993 | DSPIX vs WFSPX | |
| Principal LargeCap S&P 500 Index Fund Class A | 57 | Feb 2, 2001 | DSPIX vs PLSAX |
Top Performing DSPIX Alternatives (YTD)
DSPIX alternatives from the S&P 500 category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 1.38% | Sep 10, 2017 | DSPIX vs KNGLX | |
| Invesco Equally-Weighted S&P 500 Fund | 0.61% | Jul 28, 1997 | DSPIX vs VADDX | |
| WisdomTree Equity Premium Income Fund | -1.66% | Feb 24, 2016 | DSPIX vs PUTW | |
| Fidelity 500 Index Fund | -4.34% | Feb 17, 1988 | DSPIX vs FXAIX | |
| SEI Institutional Investments Trust S&P 500 Index ... | -4.36% | Dec 18, 2013 | DSPIX vs SPINX |
Lowest Volatility Alternatives to DSPIX
DSPIX alternatives from the S&P 500 category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 14.30% | Sep 10, 2017 | DSPIX vs KNGLX | |
| WisdomTree Equity Premium Income Fund | 14.33% | Feb 24, 2016 | DSPIX vs PUTW | |
| Nuveen S&P 500 Buy-Write Income Fund | 16.43% | Nov 25, 2004 | DSPIX vs BXMX | |
| Invesco Equally-Weighted S&P 500 Fund | 17.25% | Jul 28, 1997 | DSPIX vs VADDX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | 17.96% | Nov 23, 2005 | DSPIX vs SPXX |
Lowest Drawdown Alternatives to DSPIX
DSPIX alternatives from the S&P 500 category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | -9.90% | Feb 24, 2016 | DSPIX vs PUTW | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | -10.91% | Sep 10, 2017 | DSPIX vs KNGLX | |
| Nuveen S&P 500 Buy-Write Income Fund | -11.42% | Nov 25, 2004 | DSPIX vs BXMX | |
| Schwab S&P 500 Index Fund | -12.10% | May 19, 1997 | DSPIX vs SWPPX | |
| iShares S&P 500 Index Fund | -12.11% | Jul 30, 1993 | DSPIX vs WFSPX |
Other Mutual Funds from BNY Mellon
Most popular BNY Mellon mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| BNY Mellon Large Cap Securities Fund | Large Cap Growth Equities | 44 | -7.59% | May 24, 1951 | DSPIX vs DREVX | |
| BNY Mellon S&P 500 Index Fund | S&P 500 | 56 | -4.45% | Jan 2, 1990 | DSPIX vs PEOPX | |
| BNY Mellon Dynamic Value Fund | Large Cap Value Equities | 59 | 2.23% | Sep 29, 1995 | DSPIX vs DAGVX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 79 | 2.71% | May 12, 2010 | DSPIX vs DRRIX | |
| BNY Mellon Natural Resources Fund Class A | Energy Equities | 88 | 24.60% | Oct 31, 2003 | DSPIX vs DNLAX | |
| BNY Mellon Smallcap Stock Index Fund | Small Cap Blend Equities | 44 | 3.43% | Jun 30, 1997 | DSPIX vs DISSX | |
| BNY Mellon Dynamic Value Fund Class I | Large Cap Value Equities | 59 | 2.32% | May 31, 2001 | DSPIX vs DRGVX | |
| BNY Mellon Small/Mid Cap Growth Fund Class Y | Mid Cap Growth Equities | 27 | -4.63% | Jun 1, 2013 | DSPIX vs DBMYX | |
| BNY Mellon Active MidCap Fund | Mid Cap Blend Equities | 46 | 0.70% | Jan 29, 1985 | DSPIX vs DNLDX | |
| BNY Mellon Technology Growth Fund | Technology Equities | 59 | -7.70% | Oct 12, 1997 | DSPIX vs DTGRX |
Often Compared With DSPIX
What investors most often compare with DSPIX, based on PortfoliosLab usage data.
Compare DSPIX with Any Fund or Stock
Compare DSPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.