Nuveen S&P 500 Index Fund Retirement Class (TRSPX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to TRSPX
TRSPX charges 0.30% annually. Among mutual funds in the S&P 500 category, these options have the lowest expense ratios among TRSPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares S&P 500 Index Fund Class G | 0.01% | Jul 1, 2019 | TRSPX vs BSPGX | |
| Fidelity 500 Index Fund | 0.02% | Feb 17, 1988 | TRSPX vs FXAIX | |
| Schwab S&P 500 Index Fund | 0.02% | May 19, 1997 | TRSPX vs SWPPX | |
| iShares S&P 500 Index Fund | 0.03% | Jul 30, 1993 | TRSPX vs WFSPX | |
| iShares S&P 500 Index Fund Institutional Class | 0.10% | Apr 28, 1993 | TRSPX vs BSPIX |
Best Risk-Adjusted Alternatives to TRSPX
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 | TRSPX vs PUTW | |
| Schwab S&P 500 Index Fund | 46 | May 19, 1997 | TRSPX vs SWPPX | |
| Fidelity 500 Index Fund | 46 | Feb 17, 1988 | TRSPX vs FXAIX | |
| iShares S&P 500 Index Fund | 46 | Jul 30, 1993 | TRSPX vs WFSPX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | 45 | Sep 30, 1993 | TRSPX vs DSPIX |
Top Performing TRSPX Alternatives (YTD)
TRSPX 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 | TRSPX vs KNGLX | |
| Invesco Equally-Weighted S&P 500 Fund | -1.41% | Jul 28, 1997 | TRSPX vs VADDX | |
| WisdomTree Equity Premium Income Fund | -1.66% | Feb 24, 2016 | TRSPX vs PUTW | |
| Fidelity 500 Index Fund | -7.05% | Feb 17, 1988 | TRSPX vs FXAIX | |
| iShares S&P 500 Index Fund | -7.06% | Jul 30, 1993 | TRSPX vs WFSPX |
Lowest Volatility Alternatives to TRSPX
TRSPX 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 | TRSPX vs KNGLX | |
| WisdomTree Equity Premium Income Fund | 14.33% | Feb 24, 2016 | TRSPX vs PUTW | |
| Nuveen S&P 500 Buy-Write Income Fund | 16.43% | Nov 25, 2004 | TRSPX vs BXMX | |
| Invesco Equally-Weighted S&P 500 Fund | 17.17% | Jul 28, 1997 | TRSPX vs VADDX | |
| Principal Large Cap S&P 500 Index Fund Institution... | 17.85% | Mar 1, 2001 | TRSPX vs PLFIX |
Lowest Drawdown Alternatives to TRSPX
TRSPX 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 | TRSPX vs PUTW | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | -10.91% | Sep 10, 2017 | TRSPX vs KNGLX | |
| Nuveen S&P 500 Buy-Write Income Fund | -11.42% | Nov 25, 2004 | TRSPX vs BXMX | |
| Schwab S&P 500 Index Fund | -12.10% | May 19, 1997 | TRSPX vs SWPPX | |
| iShares S&P 500 Index Fund | -12.11% | Jul 30, 1993 | TRSPX vs WFSPX |
Other Mutual Funds from Nuveen
Most popular Nuveen mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | Large Cap Growth Equities | 71 | -4.39% | Jan 30, 2007 | TRSPX vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 9 | -9.14% | Nov 23, 2005 | TRSPX vs SPXX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 9 | 0.13% | Jun 26, 2003 | TRSPX vs JQC | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 23 | -4.17% | Mar 28, 2006 | TRSPX vs NSBRX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 15 | -0.75% | Jun 6, 1999 | TRSPX vs NHMRX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 49 | 2.64% | Dec 22, 1987 | TRSPX vs FASEX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 28 | -0.04% | Jan 31, 2013 | TRSPX vs NVHIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 11 | -14.74% | May 15, 2009 | TRSPX vs NVLIX | |
| Nuveen Equity Long/Short Fund | Long-Short | 47 | -4.35% | Dec 29, 2008 | TRSPX vs NELIX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 90 | -1.95% | Dec 18, 2006 | TRSPX vs NPSRX |
Often Compared With TRSPX
What investors most often compare with TRSPX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Victory 500 Index Fund | S&P 500 | 42 | -7.11% | May 1, 2002 | TRSPX vs USPRX | |
| Nuveen Real Estate Securities Fund | REIT | 13 | 2.69% | Jun 30, 1995 | TRSPX vs FARCX | |
| Principal LargeCap S&P 500 Index Fund Class A | S&P 500 | 45 | -7.11% | Feb 2, 2001 | TRSPX vs PLSAX | |
| Rydex S&P 500 Fund | S&P 500 | 36 | -7.32% | May 31, 2006 | TRSPX vs RYSOX | |
| Invesco S&P 500 Index Fund | S&P 500 | 42 | -7.13% | Sep 26, 1997 | TRSPX vs SPIDX | |
| NYLI S&P 500 Index Class A | S&P 500 | 41 | -7.16% | Jan 2, 2004 | TRSPX vs MSXAX | |
| MM S&P 500 Index Fund | S&P 500 | 42 | -7.16% | Feb 27, 1998 | TRSPX vs MIEYX | |
| SEI Institutional Investments Trust S&P 500 Index ... | S&P 500 | 45 | -7.09% | Dec 18, 2013 | TRSPX vs SPINX |
Compare TRSPX with Any Fund or Stock
Compare TRSPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.