Nuveen S&P 500 Index Fund Retirement Class (TRSPX) 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 TRSPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TRSPX
TRSPX charges 0.30% annually. There are 16 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 | TRSPX vs BSPGX | |
| Schwab S&P 500 Index Fund | 0.02% | 145.00B | May 1997 | TRSPX vs SWPPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 342.00B | Jul 1997 | TRSPX vs VIIIX | |
| Fidelity 500 Index Fund | 0.02% | — | Feb 1988 | TRSPX vs FXAIX | |
| iShares S&P 500 Index Fund | 0.03% | — | Jul 1993 | TRSPX vs WFSPX |
Best Risk-Adjusted Alternatives to TRSPX
TRSPX has a PortfoliosLab risk / return rank of 72. There are 16 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 | |
|---|---|---|---|---|---|
| SEI Institutional Investments Trust S&P 500 Index ... | 74 | — | Dec 2013 | TRSPX vs SPINX | |
| Fidelity 500 Index Fund | 73 | — | Feb 1988 | TRSPX vs FXAIX | |
| Vanguard Institutional Index Fund Institutional Pl... | 73 | 342.00B | Jul 1997 | TRSPX vs VIIIX | |
| iShares S&P 500 Index Fund | 73 | — | Jul 1993 | TRSPX vs WFSPX | |
| iShares S&P 500 Index Fund Class G | 73 | — | Jul 2019 | TRSPX vs BSPGX |
Top Performing TRSPX Alternatives (YTD)
TRSPX is at 11.56% YTD. There are 16 mutual funds in the S&P 500 category with higher YTD returns, going as high as 17.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Monthly S&P 500 Bull 1.75X Fund | 17.64% | — | May 2006 | TRSPX vs DXSLX | |
| Victory 500 Index Fund | 11.95% | — | May 2002 | TRSPX vs USPRX | |
| Fidelity 500 Index Fund | 11.71% | — | Feb 1988 | TRSPX vs FXAIX | |
| iShares S&P 500 Index Fund Class G | 11.70% | — | Jul 2019 | TRSPX vs BSPGX | |
| Vanguard Institutional Index Fund Institutional Pl... | 11.70% | 342.00B | Jul 1997 | TRSPX vs VIIIX |
Lowest Volatility Alternatives to TRSPX
TRSPX has 11.87% 1-year volatility. There are 21 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 | |
|---|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 8.86% | 236.88M | Feb 2016 | TRSPX vs PUTW | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 10.62% | — | Sep 2017 | TRSPX vs KNGLX | |
| Invesco Equally-Weighted S&P 500 Fund | 11.64% | — | Jul 1997 | TRSPX vs VADDX | |
| Shelton Capital Management S&P 500 Index Fund | 11.81% | — | Apr 1992 | TRSPX vs SPFIX | |
| SEI Institutional Managed Trust S&P 500 Index Fund | 11.83% | — | Feb 1996 | TRSPX vs SSPIX |
Lowest Drawdown Alternatives to TRSPX
TRSPX has a 1-year max drawdown of -8.94%. There are 18 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 | |
|---|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | -7.15% | 236.88M | Feb 2016 | TRSPX vs PUTW | |
| Invesco Equally-Weighted S&P 500 Fund | -7.88% | — | Jul 1997 | TRSPX vs VADDX | |
| Schwab S&P 500 Index Fund | -8.89% | 145.00B | May 1997 | TRSPX vs SWPPX | |
| Fidelity 500 Index Fund | -8.89% | — | Feb 1988 | TRSPX vs FXAIX | |
| iShares S&P 500 Index Fund Class G | -8.90% | — | Jul 2019 | TRSPX vs BSPGX |
Other Mutual Funds from Nuveen
The 10 most viewed Nuveen mutual funds shown here include QQQX, SPXX, NHMRX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | Large Cap Growth Equities | 71 | 11.82% | — | Jan 2007 | TRSPX vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 16 | 3.81% | — | Nov 2005 | TRSPX vs SPXX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 61 | 3.18% | — | Jun 1999 | TRSPX vs NHMRX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 4 | 0.73% | — | Jun 2003 | TRSPX vs JQC | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 18 | 3.56% | — | Mar 2006 | TRSPX vs NSBRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 76 | 0.72% | — | Dec 2006 | TRSPX vs NPSRX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 70 | 17.58% | — | Dec 1987 | TRSPX vs FASEX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 62 | 1.93% | — | Jan 2013 | TRSPX vs NVHIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 19 | 9.51% | — | May 2009 | TRSPX vs NVLIX | |
| Nuveen Equity Long/Short Fund | Long-Short | 57 | 8.22% | — | Dec 2008 | TRSPX vs NELIX |
Often Compared With TRSPX
Investors most often compare TRSPX with BXMX, BSPIX, DSPIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare TRSPX with Any Fund or Stock
Compare TRSPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRSPX with funds that move differently
Nuveen S&P 500 Index Fund Retirement Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRSPX.
Explore TRSPX Diversifiers