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 a closer substitute for your current allocation.
Cheapest Alternatives to SPFIX
SPFIX charges 0.43% annually. There are 21 mutual funds in the S&P 500 category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Class G | 0.01% | — | Jul 2019 | SPFIX vs BSPGX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | SPFIX vs SSSYX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | SPFIX vs VIIIX | |
| Schwab S&P 500 Index Fund | 0.02% | 143.85B | May 1997 | SPFIX vs SWPPX | |
| Fidelity 500 Index Fund | 0.02% | — | Feb 1988 | SPFIX vs FXAIX |
Best Risk-Adjusted Alternatives to SPFIX
SPFIX has a PortfoliosLab risk / return rank of 63. There are 18 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Institutional Investments Trust S&P 500 Index ... | 65 | — | Dec 2013 | SPFIX vs SPINX | |
| Fidelity 500 Index Fund | 65 | — | Feb 1988 | SPFIX vs FXAIX | |
| Vanguard Institutional Index Fund Institutional Pl... | 65 | 355.20B | Jul 1997 | SPFIX vs VIIIX | |
| Vanguard Institutional Index Fund Institutional Sh... | 65 | 355.20B | Jul 1990 | SPFIX vs VINIX | |
| State Street Equity 500 Index Fund Class K | 65 | — | Sep 2014 | SPFIX vs SSSYX |
Top Performing SPFIX Alternatives (YTD)
SPFIX is at 9.49% YTD. There are 29 mutual funds in the S&P 500 category with higher YTD returns, going as high as 13.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Monthly S&P 500 Bull 1.75X Fund | 13.76% | — | May 2006 | SPFIX vs DXSLX | |
| Invesco Equally-Weighted S&P 500 Fund | 10.27% | — | Jul 1997 | SPFIX vs VADDX | |
| Victory 500 Index Fund | 10.00% | — | May 2002 | SPFIX vs USPRX | |
| Fidelity 500 Index Fund | 9.79% | — | Feb 1988 | SPFIX vs FXAIX | |
| State Street Equity 500 Index Fund Class K | 9.78% | — | Sep 2014 | SPFIX vs SSSYX |
Lowest Volatility Alternatives to SPFIX
SPFIX has 12.45% 1-year volatility. There are 3 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 9.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 9.33% | 236.88M | Feb 2016 | SPFIX vs PUTW | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 10.86% | — | Sep 2017 | SPFIX vs KNGLX | |
| Invesco Equally-Weighted S&P 500 Fund | 11.93% | — | Jul 1997 | SPFIX vs VADDX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | 12.45% | — | Nov 2005 | SPFIX vs SPXX | |
| CYBER HORNET S&P 500 | 12.47% | — | Mar 2017 | SPFIX vs INDEX |
Lowest Drawdown Alternatives to SPFIX
SPFIX has a 1-year max drawdown of -8.90%. There are 5 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 | |
|---|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | -7.15% | 236.88M | Feb 2016 | SPFIX vs PUTW | |
| Invesco Equally-Weighted S&P 500 Fund | -7.88% | — | Jul 1997 | SPFIX vs VADDX | |
| State Street Equity 500 Index Fund Class K | -8.88% | — | Sep 2014 | SPFIX vs SSSYX | |
| Schwab S&P 500 Index Fund | -8.89% | 143.85B | May 1997 | SPFIX vs SWPPX | |
| Fidelity 500 Index Fund | -8.89% | — | Feb 1988 | SPFIX vs FXAIX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 30 | 11.26% | — | Sep 2021 | SPFIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 9.77% | — | Jul 1993 | SPFIX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 13.03% | — | Dec 2012 | SPFIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.39% | — | May 2011 | SPFIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.90% | — | Dec 1991 | SPFIX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 28 | 1.80% | — | Aug 2005 | SPFIX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 64 | 11.89% | — | Jul 2010 | SPFIX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 69 | 43.67% | — | Apr 2000 | SPFIX vs BGSAX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 77 | 14.17% | — | Sep 1999 | SPFIX vs FAMRX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.45% | — | Oct 2007 | SPFIX vs FFANX |
Often Compared With SPFIX
Investors most often compare SPFIX with VOO, VFIAX, TISPX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare SPFIX with Any Fund or Stock
Compare SPFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SPFIX with funds that move differently
Shelton Capital Management S&P 500 Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SPFIX.
Explore SPFIX Diversifiers