Invesco S&P 500 Index Fund (SPIDX) Alternatives
Invesco S&P 500 Index Fund (SPIDX) 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 SPIDX. 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 SPIDX
SPIDX charges 0.29% annually. Among mutual funds in the S&P 500 category, these options have the lowest expense ratios among SPIDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares S&P 500 Index Fund Class G | 0.01% | Jul 1, 2019 | SPIDX vs BSPGX | |
| Schwab S&P 500 Index Fund | 0.02% | May 19, 1997 | SPIDX vs SWPPX | |
| Fidelity 500 Index Fund | 0.02% | Feb 17, 1988 | SPIDX vs FXAIX | |
| iShares S&P 500 Index Fund | 0.03% | Jul 30, 1993 | SPIDX vs WFSPX | |
| iShares S&P 500 Index Fund Institutional Class | 0.10% | Apr 28, 1993 | SPIDX vs BSPIX |
Best Risk-Adjusted Alternatives to SPIDX
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 | SPIDX vs PUTW | |
| Schwab S&P 500 Index Fund | 46 | May 19, 1997 | SPIDX vs SWPPX | |
| Fidelity 500 Index Fund | 46 | Feb 17, 1988 | SPIDX vs FXAIX | |
| iShares S&P 500 Index Fund | 46 | Jul 30, 1993 | SPIDX vs WFSPX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | 45 | Sep 30, 1993 | SPIDX vs DSPIX |
Top Performing SPIDX Alternatives (YTD)
SPIDX 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 | SPIDX vs KNGLX | |
| Invesco Equally-Weighted S&P 500 Fund | -1.41% | Jul 28, 1997 | SPIDX vs VADDX | |
| WisdomTree Equity Premium Income Fund | -1.66% | Feb 24, 2016 | SPIDX vs PUTW | |
| Fidelity 500 Index Fund | -7.05% | Feb 17, 1988 | SPIDX vs FXAIX | |
| iShares S&P 500 Index Fund | -7.06% | Jul 30, 1993 | SPIDX vs WFSPX |
Lowest Volatility Alternatives to SPIDX
SPIDX 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 | SPIDX vs KNGLX | |
| WisdomTree Equity Premium Income Fund | 14.33% | Feb 24, 2016 | SPIDX vs PUTW | |
| Nuveen S&P 500 Buy-Write Income Fund | 16.43% | Nov 25, 2004 | SPIDX vs BXMX | |
| Invesco Equally-Weighted S&P 500 Fund | 17.17% | Jul 28, 1997 | SPIDX vs VADDX | |
| Principal Large Cap S&P 500 Index Fund Institution... | 17.85% | Mar 1, 2001 | SPIDX vs PLFIX |
Lowest Drawdown Alternatives to SPIDX
SPIDX 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 | SPIDX vs PUTW | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | -10.91% | Sep 10, 2017 | SPIDX vs KNGLX | |
| Nuveen S&P 500 Buy-Write Income Fund | -11.42% | Nov 25, 2004 | SPIDX vs BXMX | |
| Schwab S&P 500 Index Fund | -12.10% | May 19, 1997 | SPIDX vs SWPPX | |
| iShares S&P 500 Index Fund | -12.11% | Jul 30, 1993 | SPIDX 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 | SPIDX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 28 | -1.47% | — | SPIDX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | -13.54% | Jun 23, 2005 | SPIDX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 92 | 0.44% | Jul 18, 1983 | SPIDX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 36 | -2.22% | Oct 7, 1968 | SPIDX vs ACSTX | |
| Invesco Global Fund | Global Equities | 9 | -13.35% | Dec 21, 1969 | SPIDX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 20 | -9.61% | Feb 3, 1988 | SPIDX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 56 | -1.20% | Aug 2, 1960 | SPIDX vs ACEIX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 76 | 3.20% | Jun 25, 2001 | SPIDX vs VVOAX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | SPIDX vs VSCAX |
Often Compared With SPIDX
What investors most often compare with SPIDX, based on PortfoliosLab usage data.
Compare SPIDX with Any Fund or Stock
Compare SPIDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.