Invesco S&P 500 Index A (SPIAX) Alternatives
Invesco S&P 500 Index A (SPIAX) 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 SPIAX. 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 SPIAX
SPIAX charges 0.54% annually. Among mutual funds in the S&P 500 category, these options have the lowest expense ratios among SPIAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares S&P 500 Index Fund Class G | 0.01% | Jul 1, 2019 | SPIAX vs BSPGX | |
| Fidelity 500 Index Fund | 0.02% | Feb 17, 1988 | SPIAX vs FXAIX | |
| Schwab S&P 500 Index Fund | 0.02% | May 19, 1997 | SPIAX vs SWPPX | |
| iShares S&P 500 Index Fund | 0.03% | Jul 30, 1993 | SPIAX vs WFSPX | |
| iShares S&P 500 Index Fund Institutional Class | 0.10% | Apr 28, 1993 | SPIAX vs BSPIX |
Best Risk-Adjusted Alternatives to SPIAX
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 | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 72 | Feb 24, 2016 | SPIAX vs PUTW | |
| Schwab S&P 500 Index Fund | 46 | May 19, 1997 | SPIAX vs SWPPX | |
| Fidelity 500 Index Fund | 46 | Feb 17, 1988 | SPIAX vs FXAIX | |
| iShares S&P 500 Index Fund | 46 | Jul 30, 1993 | SPIAX vs WFSPX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | 45 | Sep 30, 1993 | SPIAX vs DSPIX |
Top Performing SPIAX Alternatives (YTD)
SPIAX alternatives from the S&P 500 category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 0.17% | Sep 10, 2017 | SPIAX vs KNGLX | |
| Invesco Equally-Weighted S&P 500 Fund | -1.41% | Jul 28, 1997 | SPIAX vs VADDX | |
| WisdomTree Equity Premium Income Fund | -1.66% | Feb 24, 2016 | SPIAX vs PUTW | |
| Fidelity 500 Index Fund | -7.05% | Feb 17, 1988 | SPIAX vs FXAIX | |
| iShares S&P 500 Index Fund | -7.06% | Jul 30, 1993 | SPIAX vs WFSPX |
Lowest Volatility Alternatives to SPIAX
SPIAX alternatives from the S&P 500 category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 14.28% | Sep 10, 2017 | SPIAX vs KNGLX | |
| WisdomTree Equity Premium Income Fund | 14.33% | Feb 24, 2016 | SPIAX vs PUTW | |
| Nuveen S&P 500 Buy-Write Income Fund | 16.43% | Nov 25, 2004 | SPIAX vs BXMX | |
| Invesco Equally-Weighted S&P 500 Fund | 17.17% | Jul 28, 1997 | SPIAX vs VADDX | |
| Principal Large Cap S&P 500 Index Fund Institution... | 17.85% | Mar 1, 2001 | SPIAX vs PLFIX |
Lowest Drawdown Alternatives to SPIAX
SPIAX alternatives from the S&P 500 category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | -9.90% | Feb 24, 2016 | SPIAX vs PUTW | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | -10.91% | Sep 10, 2017 | SPIAX vs KNGLX | |
| Nuveen S&P 500 Buy-Write Income Fund | -11.42% | Nov 25, 2004 | SPIAX vs BXMX | |
| Schwab S&P 500 Index Fund | -12.10% | May 19, 1997 | SPIAX vs SWPPX | |
| iShares S&P 500 Index Fund | -12.11% | Jul 30, 1993 | SPIAX vs WFSPX |
Other Mutual Funds from Invesco
Most popular Invesco mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 48 | -8.99% | Oct 13, 2020 | SPIAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 28 | -1.47% | — | SPIAX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | -13.54% | Jun 23, 2005 | SPIAX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 92 | 0.44% | Jul 18, 1983 | SPIAX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 36 | -2.22% | Oct 7, 1968 | SPIAX vs ACSTX | |
| Invesco Global Fund | Global Equities | 9 | -13.35% | Dec 21, 1969 | SPIAX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 20 | -9.61% | Feb 3, 1988 | SPIAX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 56 | -1.20% | Aug 2, 1960 | SPIAX vs ACEIX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 76 | 3.20% | Jun 25, 2001 | SPIAX vs VVOAX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | SPIAX vs VSCAX |
Often Compared With SPIAX
What investors most often compare with SPIAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | SPIAX vs VOO | |
| S&P 500 Index | 74 | -4.63% | — | SPIAX vs ^GSPC | ||
| MM S&P 500 Index Fund | S&P 500 | 42 | -7.16% | Feb 27, 1998 | SPIAX vs MIEYX | |
| Victory 500 Index Fund | S&P 500 | 42 | -7.11% | May 1, 2002 | SPIAX vs USPRX |
Compare SPIAX with Any Fund or Stock
Compare SPIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.