Franklin S&P 500 Index Fund (SBSPX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SBSPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SBSPX
SBSPX charges 0.54% annually. There are 146 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SBSPX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | SBSPX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SBSPX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SBSPX vs FLCPX | |
| iShares Total U.S. Stock Market Index Fund Class K | 0.02% | — | Aug 2015 | SBSPX vs BKTSX |
Best Risk-Adjusted Alternatives to SBSPX
SBSPX has a PortfoliosLab risk / return rank of 51. There are 186 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | SBSPX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | SBSPX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | SBSPX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 89 | — | Feb 2004 | SBSPX vs GTLOX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 89 | — | Dec 2015 | SBSPX vs RESGX |
Top Performing SBSPX Alternatives (YTD)
SBSPX is at 7.95% YTD. There are 192 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.27% | 17.20B | Dec 2004 | SBSPX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.44% | 92.00B | Nov 2001 | SBSPX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.51% | — | Nov 2004 | SBSPX vs POSKX | |
| Integrity ESG Growth & Income Fund | 24.37% | — | Jan 1995 | SBSPX vs IGIAX | |
| Archer Multi Cap Fund | 24.19% | — | Dec 2019 | SBSPX vs ALSMX |
Lowest Volatility Alternatives to SBSPX
SBSPX has 12.58% 1-year volatility. There are 145 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | SBSPX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | SBSPX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | SBSPX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.41% | — | Jul 2012 | SBSPX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.58% | — | May 2015 | SBSPX vs FSUVX |
Lowest Drawdown Alternatives to SBSPX
SBSPX has a 1-year max drawdown of -8.98%. There are 179 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | SBSPX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SBSPX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SBSPX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SBSPX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SBSPX vs QUERX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 13 | 6.31% | — | Jan 1968 | SBSPX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 28 | -6.87% | — | May 1969 | SBSPX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 79 | 4.34% | — | — | SBSPX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 19 | 3.19% | — | Apr 1948 | SBSPX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 19 | 14.74% | — | Jun 2011 | SBSPX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 26 | 4.40% | — | Jan 1987 | SBSPX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 5 | -0.39% | — | Aug 1997 | SBSPX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 6 | 0.49% | — | Oct 1983 | SBSPX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 89 | 4.88% | — | Aug 1997 | SBSPX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 24 | 3.19% | — | Mar 1970 | SBSPX vs SHAPX |
Often Compared With SBSPX
Investors most often compare SBSPX with VOO, SPY, VFIAX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare SBSPX with Any Fund or Stock
Compare SBSPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SBSPX with funds that move differently
Franklin S&P 500 Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SBSPX.
Explore SBSPX Diversifiers