SPFIX Alternatives & Similar Mutual Funds

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 18 mutual funds in the S&P 500 category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	—	Jul 2019	SPFIX vs BSPGX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	0.02%	342.00B	Jul 1997	SPFIX vs VIIIX
SWPPX	Schwab S&P 500 Index Fund	0.02%	145.00B	May 1997	SPFIX vs SWPPX
FXAIX	Fidelity 500 Index Fund	0.02%	—	Feb 1988	SPFIX vs FXAIX
WFSPX	iShares S&P 500 Index Fund	0.03%	—	Jul 1993	SPFIX vs WFSPX

Best Risk-Adjusted Alternatives to SPFIX

SPFIX has a PortfoliosLab risk / return rank of 72. There are 14 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 74.

Symbol	Name	Risk / Return Rank	AUM	Inception
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	74	—	Dec 2013	SPFIX vs SPINX
FXAIX	Fidelity 500 Index Fund	73	—	Feb 1988	SPFIX vs FXAIX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	73	342.00B	Jul 1997	SPFIX vs VIIIX
WFSPX	iShares S&P 500 Index Fund	73	—	Jul 1993	SPFIX vs WFSPX
BSPGX	iShares S&P 500 Index Fund Class G	73	—	Jul 2019	SPFIX vs BSPGX

Top Performing SPFIX Alternatives (YTD)

SPFIX is at 11.42% YTD. There are 24 mutual funds in the S&P 500 category with higher YTD returns, going as high as 17.64%.

Symbol	Name	YTD Return	AUM	Inception
DXSLX	Direxion Monthly S&P 500 Bull 1.75X Fund	17.64%	—	May 2006	SPFIX vs DXSLX
USPRX	Victory 500 Index Fund	11.95%	—	May 2002	SPFIX vs USPRX
FXAIX	Fidelity 500 Index Fund	11.71%	—	Feb 1988	SPFIX vs FXAIX
BSPGX	iShares S&P 500 Index Fund Class G	11.70%	—	Jul 2019	SPFIX vs BSPGX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	11.70%	342.00B	Jul 1997	SPFIX vs VIIIX

Lowest Volatility Alternatives to SPFIX

SPFIX has 11.81% 1-year volatility. There are 3 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 8.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
PUTW	WisdomTree Equity Premium Income Fund	8.86%	236.88M	Feb 2016	SPFIX vs PUTW
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	10.62%	—	Sep 2017	SPFIX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	11.64%	—	Jul 1997	SPFIX vs VADDX
SSPIX	SEI Institutional Managed Trust S&P 500 Index Fund	11.83%	—	Feb 1996	SPFIX vs SSPIX
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	11.84%	—	Feb 2001	SPFIX vs PLSAX

Lowest Drawdown Alternatives to SPFIX

SPFIX has a 1-year max drawdown of -8.90%. There are 4 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
PUTW	WisdomTree Equity Premium Income Fund	-7.15%	236.88M	Feb 2016	SPFIX vs PUTW
VADDX	Invesco Equally-Weighted S&P 500 Fund	-7.88%	—	Jul 1997	SPFIX vs VADDX
SWPPX	Schwab S&P 500 Index Fund	-8.89%	145.00B	May 1997	SPFIX vs SWPPX
FXAIX	Fidelity 500 Index Fund	-8.89%	—	Feb 1988	SPFIX vs FXAIX
BSPGX	iShares S&P 500 Index Fund Class G	-8.90%	—	Jul 2019	SPFIX vs BSPGX

Other Mutual Funds from BlackRock

The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 9 categories. AUM among these funds goes as high as $29B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	75	21.38%	—	Jan 2000	SPFIX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	4	-5.08%	13.70B	Feb 2004	SPFIX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	81	6.03%	11.90B	Sep 1994	SPFIX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	70	11.31%	28.60B	Sep 1994	SPFIX vs VTCLX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	28	11.23%	—	Sep 2021	SPFIX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	69	13.10%	—	May 2011	SPFIX vs LIVIX
BDMIX	BlackRock Global Long/Short Equity Fund Class I	Long-Short	92	12.48%	—	Dec 2012	SPFIX vs BDMIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	77	11.93%	—	Dec 1991	SPFIX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	67	15.25%	—	Jul 2010	SPFIX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	22	0.25%	—	Aug 2005	SPFIX vs BDJ

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	SPFIX vs VOO
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	73	11.69%	1.60T	Nov 2000	SPFIX vs VFIAX
TISPX	TIAA-CREF S&P 500 Index Fund	Large Cap Blend Equities	73	11.68%	—	Oct 2002	SPFIX vs TISPX
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	SPFIX vs SPY
MSXAX	NYLI S&P 500 Index Class A	S&P 500	71	11.46%	—	Jan 2004	SPFIX vs MSXAX
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	71	11.56%	—	—	SPFIX vs FNILX
TQQQ	ProShares UltraPro QQQ	Leveraged Equities	71	64.46%	39.77B	Feb 2010	SPFIX vs TQQQ
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	71	11.98%	2.20T	Nov 2000	SPFIX vs VTSAX
VUAA.DE	Vanguard S&P 500 UCITS USD Acc ETF	S&P 500	66	11.55%	—	May 2019	SPFIX vs VUAA.DE
SFYF	SoFi Social 50 ETF	Large Cap Growth Equities	63	14.85%	40.01M	May 2019	SPFIX vs SFYF
BSPIX	iShares S&P 500 Index Fund Institutional Class	S&P 500	73	11.65%	—	Apr 1993	SPFIX vs BSPIX
SFY	SoFi Select 500 ETF	Large Cap Growth Equities	71	14.51%	566.98M	Apr 2019	SPFIX vs SFY
GPIX	Goldman Sachs S&P 500 Premium Income ETF	Derivative Income, S&P 500	75	9.91%	4.25B	Oct 2023	SPFIX vs GPIX
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	S&P 500	73	11.68%	—	Mar 2001	SPFIX vs PLFIX
DSPIX	BNY Mellon Institutional S&P 500 Stock Index Fund	S&P 500	73	11.63%	—	Sep 1993	SPFIX vs DSPIX
GTLLX	Glenmede Quantitative U.S. Large Cap Growth Equity...	Large Cap Growth Equities	70	21.72%	—	Feb 2004	SPFIX vs GTLLX
BSPPX	iShares S&P 500 Index Fund Investor P Shares	S&P 500	71	11.54%	—	Aug 2018	SPFIX vs BSPPX
SPIDX	Invesco S&P 500 Index Fund	S&P 500	72	11.58%	—	Sep 1997	SPFIX vs SPIDX
SCPIX	DWS S&P 500 Index Fund	S&P 500	73	11.60%	—	Aug 1997	SPFIX vs SCPIX
BXMX	Nuveen S&P 500 Buy-Write Income Fund	S&P 500, Derivative Income	—	—	—	Nov 2004	SPFIX vs BXMX

Compare SPFIX with Any Fund or Stock

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

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Diversifiers

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

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