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iShares S&P 500 Index Fund Class K (WFSPX) 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 WFSPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to WFSPX

WFSPX charges 0.03% annually. There are 5 mutual funds in the S&P 500 category with lower expense ratios, going as low as 0.01%.


Best Risk-Adjusted Alternatives to WFSPX

WFSPX has a PortfoliosLab risk / return rank of 66. There are 8 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 67.


Top Performing WFSPX Alternatives (YTD)

WFSPX is at 10.17% YTD. There are 7 mutual funds in the S&P 500 category with higher YTD returns, going as high as 14.48%.


Lowest Volatility Alternatives to WFSPX

WFSPX has 12.46% 1-year volatility. There are 7 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 9.27%.


Lowest Drawdown Alternatives to WFSPX

WFSPX has a 1-year max drawdown of -8.90%. There are 5 mutual funds in the S&P 500 category with shallower 1-year drawdowns, going as shallow as -7.15%.


Other Mutual Funds from BlackRock

The 10 most viewed BlackRock mutual funds shown here include ECAT, BDMIX, LIVIX and span 9 categories. AUM among these funds goes as high as $11B.


Often Compared With WFSPX

Investors most often compare WFSPX with JLGMX, VOO, FSPGX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
JPMorgan Large Cap Growth Fund Class R6Large Cap Growth Equities
17
6.80%
Nov 2010WFSPX vs JLGMX
Vanguard S&P 500 ETFS&P 500
68
9.75%
1.70TSep 2010WFSPX vs VOO
Fidelity Large Cap Growth Index FundLarge Cap Growth Equities
22
4.50%
WFSPX vs FSPGX
iShares Russell Mid-Cap Index FundMid Cap Blend Equities
46
13.52%
May 2015WFSPX vs BRMKX
iShares Core S&P 500 ETFS&P 500
69
9.76%
837.93BMay 2000WFSPX vs IVV
AB Large Cap Growth Fund Advisor ClassLarge Cap Growth Equities
13
3.77%
Jan 1996WFSPX vs APGYX
Schwab Fundamental US Large Company Index FundLarge Cap Value Equities
92
14.56%
13.25BApr 2007WFSPX vs SFLNX
MFS Value FundLarge Cap Value Equities
36
6.53%
May 2006WFSPX vs MEIKX
Neuberger Berman Genesis Fund Institutional ClassSmall Cap Growth Equities
10
9.90%
Jul 1999WFSPX vs NBGIX
Tencent Holdings Limited
23
-26.87%
WFSPX vs 0700.HK
BlackRock LifePath Index 2060 FundTarget Retirement Date
67
12.62%
Feb 2016WFSPX vs LIZIX
PIMCO Commodity Real Return Strategy FundCommodities
30
16.94%
Jun 2002WFSPX vs PCRIX
Owens Corning
37
12.95%
WFSPX vs OC
Principal LifeTime 2055 FundTarget Retirement Date
46
8.98%
Feb 2008WFSPX vs LTFIX
Catalyst Nasdaq-100 Hedged Equity FundDerivative Income
39
15.66%
Dec 2013WFSPX vs CLPAX
MFS Massachusetts Investors Growth Stock Fund Clas...Large Cap Growth Equities
7
-2.85%
Jun 2012WFSPX vs MIGNX
Invesco QQQ ETFNasdaq-100
72
20.41%
493.17BMar 1999WFSPX vs QQQ
ASM International NV
90
109.27%
WFSPX vs ASM.AS
Schneider Electric S.E.
75
26.58%
WFSPX vs SU.PA
Calvert US Large-Cap Core Responsible Index FundLarge Cap Blend Equities
68
12.30%
Jun 2000WFSPX vs CISIX

Compare WFSPX with Any Fund or Stock

Compare WFSPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair WFSPX with funds that move differently

iShares S&P 500 Index Fund Class K alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WFSPX.

Explore WFSPX Diversifiers