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 22 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%	349.70B	Jul 1997	SPFIX vs VIIIX
FXAIX	Fidelity 500 Index Fund	0.02%	—	Feb 1988	SPFIX vs FXAIX
SWPPX	Schwab S&P 500 Index Fund	0.02%	144.34B	May 1997	SPFIX vs SWPPX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	—	Sep 2014	SPFIX vs SSSYX

Best Risk-Adjusted Alternatives to SPFIX

SPFIX has a PortfoliosLab risk / return rank of 57. There are 14 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 66.

Symbol	Name	Risk / Return Rank	AUM	Inception
VADDX	Invesco Equally-Weighted S&P 500 Fund	66	—	Jul 1997	SPFIX vs VADDX
FXAIX	Fidelity 500 Index Fund	59	—	Feb 1988	SPFIX vs FXAIX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	59	349.70B	Jul 1997	SPFIX vs VIIIX
SSSYX	State Street Equity 500 Index Fund Class K	59	—	Sep 2014	SPFIX vs SSSYX
VINIX	Vanguard Institutional Index Fund Institutional Sh...	59	349.70B	Jul 1990	SPFIX vs VINIX

Top Performing SPFIX Alternatives (YTD)

SPFIX is at 9.88% YTD. There are 22 mutual funds in the S&P 500 category with higher YTD returns, going as high as 13.73%.

Symbol	Name	YTD Return	AUM	Inception
DXSLX	Direxion Monthly S&P 500 Bull 1.75X Fund	13.73%	—	May 2006	SPFIX vs DXSLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	13.07%	—	Jul 1997	SPFIX vs VADDX
FXAIX	Fidelity 500 Index Fund	10.13%	—	Feb 1988	SPFIX vs FXAIX
USPRX	Victory 500 Index Fund	10.13%	—	May 2002	SPFIX vs USPRX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	10.12%	349.70B	Jul 1997	SPFIX vs VIIIX

Lowest Volatility Alternatives to SPFIX

SPFIX has 12.81% 1-year volatility. There are 2 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 11.33%.

Symbol	Name	Volatility 1Y	AUM	Inception
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	11.33%	—	Sep 2017	SPFIX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	11.77%	—	Jul 1997	SPFIX vs VADDX
INDEX	CYBER HORNET S&P 500	12.84%	—	Mar 2017	SPFIX vs INDEX
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	12.85%	—	Feb 2001	SPFIX vs PLSAX
BSPAX	iShares S&P 500 Index Fund Investor A Shares	12.86%	—	Jul 1993	SPFIX vs BSPAX

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 -7.88%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
VADDX	Invesco Equally-Weighted S&P 500 Fund	-7.88%	—	Jul 1997	SPFIX vs VADDX
SSSYX	State Street Equity 500 Index Fund Class K	-8.88%	—	Sep 2014	SPFIX vs SSSYX
FXAIX	Fidelity 500 Index Fund	-8.89%	—	Feb 1988	SPFIX vs FXAIX
SWPPX	Schwab S&P 500 Index Fund	-8.89%	144.34B	May 1997	SPFIX vs SWPPX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	-8.90%	349.70B	Jul 1997	SPFIX vs VIIIX

Other Mutual Funds from BlackRock

The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ECAT	BlackRock ESG Capital Allocation Term Trust	Tactical Allocation, Derivative Income, ESG	29	11.70%	—	Sep 2021	SPFIX vs ECAT
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	59	10.11%	—	Jul 1993	SPFIX vs WFSPX
BDMIX	BlackRock Global Equity Market Neutral Fund Class ...	Equity Market Neutral	98	12.92%	—	Dec 2012	SPFIX vs BDMIX
LIVIX	BlackRock LifePath Index 2055 Fund - Institutional...	Target Retirement Date	67	11.31%	—	May 2011	SPFIX vs LIVIX
BDJ	BlackRock Enhanced Equity Dividend Trust	Derivative Income	66	8.31%	—	Aug 2005	SPFIX vs BDJ
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	28	23.72%	—	May 2000	SPFIX vs BGSAX
BDMAX	BlackRock Global Equity Market Neutral Fund Invest...	Equity Market Neutral	97	12.73%	—	Dec 2012	SPFIX vs BDMAX
MADVX	BlackRock Equity Dividend Fund	Large Cap Value Equities	88	16.37%	—	Nov 1988	SPFIX vs MADVX
BSIIX	BlackRock Strategic Income Opportunities Fund Clas...	Total Bond Market	52	0.93%	—	Feb 2008	SPFIX vs BSIIX
BRHYX	BlackRock High Yield K	High Yield Bonds	63	1.22%	—	Jan 2001	SPFIX vs BRHYX

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	78	11.72%	1.70T	Sep 2010	SPFIX vs VOO
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	59	10.10%	1.70T	Nov 2000	SPFIX vs VFIAX
TISPX	TIAA-CREF S&P 500 Index Fund	Large Cap Blend Equities	59	10.11%	—	Oct 2002	SPFIX vs TISPX
SPY	State Street SPDR S&P 500 ETF	S&P 500	78	11.70%	789.06B	Jan 1993	SPFIX vs SPY
MSXAX	NYLI S&P 500 Index Class A	S&P 500	55	9.82%	—	Jan 2004	SPFIX vs MSXAX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	59	10.50%	2.30T	Nov 2000	SPFIX vs VTSAX
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	54	9.84%	—	—	SPFIX vs FNILX
TQQQ	ProShares UltraPro QQQ	Leveraged Equities	45	29.42%	32.83B	Feb 2010	SPFIX vs TQQQ
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	S&P 500	59	10.09%	—	Dec 2013	SPFIX vs SPINX
SFYF	SoFi Social 50 ETF	Large Cap Growth Equities	49	8.15%	40.01M	May 2019	SPFIX vs SFYF
VUAA.DE	Vanguard S&P 500 UCITS USD Acc ETF	S&P 500	85	12.77%	—	May 2019	SPFIX vs VUAA.DE
SFY	SoFi Select 500 ETF	Large Cap Growth Equities	64	12.78%	566.98M	Apr 2019	SPFIX vs SFY
BSPIX	iShares S&P 500 Index Fund Institutional Class	S&P 500	57	10.06%	—	Apr 1993	SPFIX vs BSPIX
GPIX	Goldman Sachs S&P 500 Premium Income ETF	Derivative Income, S&P 500	85	11.44%	5.01B	Oct 2023	SPFIX vs GPIX
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	S&P 500	58	10.07%	—	Mar 2001	SPFIX vs PLFIX
GTLLX	Glenmede Quantitative U.S. Large Cap Growth Equity...	Large Cap Growth Equities	73	21.57%	—	Feb 2004	SPFIX vs GTLLX
SCPIX	DWS S&P 500 Index Fund	S&P 500	54	9.67%	—	Aug 1997	SPFIX vs SCPIX
SPIDX	Invesco S&P 500 Index Fund	S&P 500	57	9.94%	—	Sep 1997	SPFIX vs SPIDX
BSPPX	iShares S&P 500 Index Fund Investor P Shares	S&P 500	55	9.90%	—	Aug 2018	SPFIX vs BSPPX
DSPIX	BNY Mellon Institutional S&P 500 Stock Index Fund	S&P 500	58	10.02%	—	Sep 1993	SPFIX vs DSPIX

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