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% | 145.69B | 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 16 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 | |
|---|---|---|---|---|---|
| SEI Institutional Investments Trust S&P 500 Index ... | 66 | — | Dec 2013 | SPFIX vs SPINX | |
| Principal Large Cap S&P 500 Index Fund Institution... | 65 | — | Mar 2001 | SPFIX vs PLFIX | |
| Vanguard Institutional Index Fund Institutional Pl... | 65 | 355.20B | Jul 1997 | SPFIX vs VIIIX | |
| iShares S&P 500 Index Fund Class G | 65 | — | Jul 2019 | SPFIX vs BSPGX | |
| Vanguard Institutional Index Fund Institutional Sh... | 65 | 355.20B | Jul 1990 | SPFIX vs VINIX |
Top Performing SPFIX Alternatives (YTD)
SPFIX is at 11.10% YTD. There are 21 mutual funds in the S&P 500 category with higher YTD returns, going as high as 16.23%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Monthly S&P 500 Bull 1.75X Fund | 16.23% | — | May 2006 | SPFIX vs DXSLX | |
| Invesco Equally-Weighted S&P 500 Fund | 12.75% | — | Jul 1997 | SPFIX vs VADDX | |
| Victory 500 Index Fund | 11.49% | — | May 2002 | SPFIX vs USPRX | |
| Schwab S&P 500 Index Fund | 11.35% | 145.69B | May 1997 | SPFIX vs SWPPX | |
| iShares S&P 500 Index Fund Class G | 11.34% | — | Jul 2019 | SPFIX vs BSPGX |
Lowest Volatility Alternatives to SPFIX
SPFIX has 12.46% 1-year volatility. There are 2 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 11.05%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 11.05% | — | Sep 2017 | SPFIX vs KNGLX | |
| Invesco Equally-Weighted S&P 500 Fund | 11.84% | — | Jul 1997 | SPFIX vs VADDX | |
| Principal LargeCap S&P 500 Index Fund Class A | 12.49% | — | Feb 2001 | SPFIX vs PLSAX | |
| CYBER HORNET S&P 500 | 12.49% | — | Mar 2017 | SPFIX vs INDEX | |
| Principal Large Cap S&P 500 Index Fund Institution... | 12.50% | — | Mar 2001 | SPFIX vs PLFIX |
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 | |
|---|---|---|---|---|---|
| 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% | 145.69B | May 1997 | SPFIX vs SWPPX | |
| Fidelity 500 Index Fund | -8.89% | — | Feb 1988 | SPFIX vs FXAIX | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | -8.90% | — | Sep 2017 | SPFIX vs KNGLX |
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 | 39 | 15.10% | — | Sep 2021 | SPFIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | SPFIX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | SPFIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | SPFIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | SPFIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | SPFIX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | SPFIX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | SPFIX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | SPFIX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | SPFIX vs FAMRX |
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