Rydex S&P 500 Fund (RYSOX) Alternatives

Rydex S&P 500 Fund (RYSOX) 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 RYSOX. 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 RYSOX

RYSOX charges 1.56% annually. Among mutual funds in the S&P 500 category, these options have the lowest expense ratios among RYSOX alternatives.

Symbol	Name	Expense Ratio	Inception
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	Jul 1, 2019	RYSOX vs BSPGX
SWPPX	Schwab S&P 500 Index Fund	0.02%	May 19, 1997	RYSOX vs SWPPX
FXAIX	Fidelity 500 Index Fund	0.02%	Feb 17, 1988	RYSOX vs FXAIX
WFSPX	iShares S&P 500 Index Fund	0.03%	Jul 30, 1993	RYSOX vs WFSPX
BSPIX	iShares S&P 500 Index Fund Institutional Class	0.10%	Apr 28, 1993	RYSOX vs BSPIX

Best Risk-Adjusted Alternatives to RYSOX

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
PUTW	WisdomTree Equity Premium Income Fund	72	Feb 24, 2016	RYSOX vs PUTW
SWPPX	Schwab S&P 500 Index Fund	46	May 19, 1997	RYSOX vs SWPPX
FXAIX	Fidelity 500 Index Fund	46	Feb 17, 1988	RYSOX vs FXAIX
WFSPX	iShares S&P 500 Index Fund	46	Jul 30, 1993	RYSOX vs WFSPX
DSPIX	BNY Mellon Institutional S&P 500 Stock Index Fund	45	Sep 30, 1993	RYSOX vs DSPIX

Top Performing RYSOX Alternatives (YTD)

RYSOX alternatives from the S&P 500 category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	0.17%	Sep 10, 2017	RYSOX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	-1.41%	Jul 28, 1997	RYSOX vs VADDX
PUTW	WisdomTree Equity Premium Income Fund	-1.66%	Feb 24, 2016	RYSOX vs PUTW
FXAIX	Fidelity 500 Index Fund	-7.05%	Feb 17, 1988	RYSOX vs FXAIX
WFSPX	iShares S&P 500 Index Fund	-7.06%	Jul 30, 1993	RYSOX vs WFSPX

Lowest Volatility Alternatives to RYSOX

RYSOX alternatives from the S&P 500 category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	14.28%	Sep 10, 2017	RYSOX vs KNGLX
PUTW	WisdomTree Equity Premium Income Fund	14.33%	Feb 24, 2016	RYSOX vs PUTW
BXMX	Nuveen S&P 500 Buy-Write Income Fund	16.43%	Nov 25, 2004	RYSOX vs BXMX
VADDX	Invesco Equally-Weighted S&P 500 Fund	17.17%	Jul 28, 1997	RYSOX vs VADDX
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	17.85%	Mar 1, 2001	RYSOX vs PLFIX

Lowest Drawdown Alternatives to RYSOX

RYSOX alternatives from the S&P 500 category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
PUTW	WisdomTree Equity Premium Income Fund	-9.90%	Feb 24, 2016	RYSOX vs PUTW
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	-10.91%	Sep 10, 2017	RYSOX vs KNGLX
BXMX	Nuveen S&P 500 Buy-Write Income Fund	-11.42%	Nov 25, 2004	RYSOX vs BXMX
SWPPX	Schwab S&P 500 Index Fund	-12.10%	May 19, 1997	RYSOX vs SWPPX
WFSPX	iShares S&P 500 Index Fund	-12.11%	Jul 30, 1993	RYSOX vs WFSPX

Other Mutual Funds from Rydex Funds

Most popular Rydex Funds mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
RMQAX	Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun...	Leveraged Equities, Leveraged	36	-19.02%	Nov 27, 2014	RYSOX vs RMQAX
RYVYX	Rydex NASDAQ-100 2x Strategy Fund	Leveraged Equities, Leveraged	31	-18.97%	May 23, 2000	RYSOX vs RYVYX
RYSIX	Rydex Electronics Fund	Technology Equities	91	1.62%	Mar 31, 1998	RYSOX vs RYSIX
RYTNX	Rydex S&P 500 2x Strategy Fund	Leveraged Equities, Leveraged	25	-15.39%	May 18, 2000	RYSOX vs RYTNX
RYDAX	Rydex Dow Jones Industrial Average Fund	Large Cap Value Equities	21	-5.94%	Dec 1, 2015	RYSOX vs RYDAX
RYNVX	Rydex Nova Fund	Leveraged Equities, Leveraged	30	-11.41%	Jul 11, 1993	RYSOX vs RYNVX
RYPMX	Rydex Precious Metals Fund	Precious Metals	90	1.40%	Nov 30, 1993	RYSOX vs RYPMX
RYRRX	Rydex Russell 2000 Fund	Small Cap Blend Equities	40	-3.06%	May 31, 2006	RYSOX vs RYRRX
RYAIX	Rydex Inverse NASDAQ-100 Strategy Fund	Inverse Equities, Leveraged	2	10.70%	Sep 2, 1998	RYSOX vs RYAIX
RYCKX	Rydex S&P MidCap 400 Pure Growth Fund	Mid Cap Growth Equities	44	0.34%	Feb 20, 2004	RYSOX vs RYCKX

Often Compared With RYSOX

What investors most often compare with RYSOX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
GM	General Motors Company		89	-8.17%	—	RYSOX vs GM
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	RYSOX vs SPY
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	RYSOX vs VOO
UPRO	ProShares UltraPro S&P 500	Leveraged Equities, S&P 500	45	-16.03%	Jun 23, 2009	RYSOX vs UPRO
FDFIX	Fidelity Flex 500 Index Fund	Large Cap Blend Equities	42	-7.27%	Mar 9, 2017	RYSOX vs FDFIX
VFV.TO	Vanguard S&P 500 Index ETF	S&P 500	48	-3.12%	Nov 2, 2012	RYSOX vs VFV.TO
INDEX	Index Funds S&P 500 Equal Weight	Large Cap Blend Equities	46	-7.15%	Mar 9, 2017	RYSOX vs INDEX
TRSPX	Nuveen S&P 500 Index Fund Retirement Class	S&P 500	40	-7.12%	Oct 1, 2002	RYSOX vs TRSPX
MSXAX	NYLI S&P 500 Index Class A	S&P 500	41	-7.16%	Jan 2, 2004	RYSOX vs MSXAX
SPIDX	Invesco S&P 500 Index Fund	S&P 500	42	-7.13%	Sep 26, 1997	RYSOX vs SPIDX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	45	-7.09%	Dec 18, 2013	RYSOX vs SPINX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	9	-9.14%	Nov 23, 2005	RYSOX vs SPXX

Compare RYSOX with Any Fund or Stock

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

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Rydex S&P 500 Fund

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