Shelton Capital Management S&P 500 Index Fund (SPFIX) Alternatives

Shelton Capital Management S&P 500 Index Fund (SPFIX) 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 SPFIX. 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 SPFIX

SPFIX charges 0.43% annually. Among mutual funds in the S&P 500 category, these options have the lowest expense ratios among SPFIX alternatives.

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

Best Risk-Adjusted Alternatives to SPFIX

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	SPFIX vs PUTW
SWPPX	Schwab S&P 500 Index Fund	46	May 19, 1997	SPFIX vs SWPPX
FXAIX	Fidelity 500 Index Fund	46	Feb 17, 1988	SPFIX vs FXAIX
WFSPX	iShares S&P 500 Index Fund	46	Jul 30, 1993	SPFIX vs WFSPX
DSPIX	BNY Mellon Institutional S&P 500 Stock Index Fund	45	Sep 30, 1993	SPFIX vs DSPIX

Top Performing SPFIX Alternatives (YTD)

SPFIX 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	SPFIX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	-1.41%	Jul 28, 1997	SPFIX vs VADDX
PUTW	WisdomTree Equity Premium Income Fund	-1.66%	Feb 24, 2016	SPFIX vs PUTW
FXAIX	Fidelity 500 Index Fund	-7.05%	Feb 17, 1988	SPFIX vs FXAIX
WFSPX	iShares S&P 500 Index Fund	-7.06%	Jul 30, 1993	SPFIX vs WFSPX

Lowest Volatility Alternatives to SPFIX

SPFIX 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	SPFIX vs KNGLX
PUTW	WisdomTree Equity Premium Income Fund	14.33%	Feb 24, 2016	SPFIX vs PUTW
BXMX	Nuveen S&P 500 Buy-Write Income Fund	16.43%	Nov 25, 2004	SPFIX vs BXMX
VADDX	Invesco Equally-Weighted S&P 500 Fund	17.17%	Jul 28, 1997	SPFIX vs VADDX
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	17.85%	Mar 1, 2001	SPFIX vs PLFIX

Lowest Drawdown Alternatives to SPFIX

SPFIX 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	SPFIX vs PUTW
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	-10.91%	Sep 10, 2017	SPFIX vs KNGLX
BXMX	Nuveen S&P 500 Buy-Write Income Fund	-11.42%	Nov 25, 2004	SPFIX vs BXMX
SWPPX	Schwab S&P 500 Index Fund	-12.10%	May 19, 1997	SPFIX vs SWPPX
WFSPX	iShares S&P 500 Index Fund	-12.11%	Jul 30, 1993	SPFIX vs WFSPX

Other Mutual Funds from BlackRock

Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	51	-9.12%	Jan 18, 2000	SPFIX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	7	-11.11%	Feb 4, 2004	SPFIX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	68	-3.56%	Sep 6, 1994	SPFIX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	46	-6.78%	Sep 6, 1994	SPFIX vs VTCLX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	16	-6.71%	Sep 28, 2021	SPFIX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	62	-4.27%	May 30, 2011	SPFIX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	70	-2.99%	Dec 30, 1991	SPFIX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	8	6.59%	Jul 30, 2010	SPFIX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	27	-7.23%	Aug 30, 2005	SPFIX vs BDJ
BDMIX	BlackRock Global Long/Short Equity Fund Class I	Long-Short	96	3.57%	Dec 20, 2012	SPFIX vs BDMIX

Often Compared With SPFIX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	SPFIX vs VOO
VFIAX	Vanguard 500 Index Fund Admiral Shares	Large Cap Blend Equities	46	-7.06%	Nov 13, 2000	SPFIX vs VFIAX
TISPX	TIAA-CREF S&P 500 Index Fund	Large Cap Blend Equities	44	-7.06%	Oct 1, 2002	SPFIX vs TISPX
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	SPFIX vs SPY
TQQQ	ProShares UltraPro QQQ	Leveraged Equities, Leveraged	50	-20.81%	Feb 9, 2010	SPFIX vs TQQQ
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	45	-7.30%	—	SPFIX vs FNILX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	46	-6.75%	Nov 13, 2000	SPFIX vs VTSAX
VUAA.DE	Vanguard S&P 500 UCITS USD Acc ETF	S&P 500	32	-4.63%	May 14, 2019	SPFIX vs VUAA.DE
MSXAX	NYLI S&P 500 Index Class A	S&P 500	41	-7.16%	Jan 2, 2004	SPFIX vs MSXAX
SFYF	SoFi Social 50 ETF	Large Cap Growth Equities	76	-8.70%	May 8, 2019	SPFIX vs SFYF
GPIX	Goldman Sachs S&P 500 Core Premium Income ETF	Dividend, S&P 500	68	-3.19%	Oct 24, 2023	SPFIX vs GPIX
GTLLX	Glenmede Quantitative U.S. Large Cap Growth Equity...	Large Cap Growth Equities	32	-7.50%	Feb 27, 2004	SPFIX vs GTLLX
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Large Cap Growth Equities	65	-4.00%	Jan 20, 2004	SPFIX vs ITOT
SFY	SoFi Select 500 ETF	Large Cap Growth Equities	74	-5.55%	Apr 11, 2019	SPFIX vs SFY
USPRX	Victory 500 Index Fund	S&P 500	42	-7.11%	May 1, 2002	SPFIX vs USPRX
XTR	Global X S&P 500 Tail Risk ETF	Equity Hedged, S&P 500	61	-5.02%	Aug 25, 2021	SPFIX vs XTR

Compare SPFIX with Any Fund or Stock

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

Symbol name

Shelton Capital Management S&P 500 Index Fund

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