WFSPX Alternatives & Similar Mutual Funds

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%.

Symbol	Name	Expense Ratio	AUM	Inception
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	—	Jul 2019	WFSPX vs BSPGX
SWPPX	Schwab S&P 500 Index Fund	0.02%	145.69B	May 1997	WFSPX vs SWPPX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	0.02%	355.20B	Jul 1997	WFSPX vs VIIIX
FXAIX	Fidelity 500 Index Fund	0.02%	—	Feb 1988	WFSPX vs FXAIX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	—	Sep 2014	WFSPX vs SSSYX

Best Risk-Adjusted Alternatives to WFSPX

WFSPX has a PortfoliosLab risk / return rank of 65. There are 9 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 66.

Symbol	Name	Risk / Return Rank	AUM	Inception
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	66	—	Dec 2013	WFSPX vs SPINX
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	65	—	Mar 2001	WFSPX vs PLFIX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	65	355.20B	Jul 1997	WFSPX vs VIIIX
BSPGX	iShares S&P 500 Index Fund Class G	65	—	Jul 2019	WFSPX vs BSPGX
VINIX	Vanguard Institutional Index Fund Institutional Sh...	65	355.20B	Jul 1990	WFSPX vs VINIX

Top Performing WFSPX Alternatives (YTD)

WFSPX is at 11.33% YTD. There are 8 mutual funds in the S&P 500 category with higher YTD returns, going as high as 16.23%.

Symbol	Name	YTD Return	AUM	Inception
DXSLX	Direxion Monthly S&P 500 Bull 1.75X Fund	16.23%	—	May 2006	WFSPX vs DXSLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	12.75%	—	Jul 1997	WFSPX vs VADDX
USPRX	Victory 500 Index Fund	11.49%	—	May 2002	WFSPX vs USPRX
SWPPX	Schwab S&P 500 Index Fund	11.35%	145.69B	May 1997	WFSPX vs SWPPX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	11.34%	355.20B	Jul 1997	WFSPX vs VIIIX

Lowest Volatility Alternatives to WFSPX

WFSPX has 12.51% 1-year volatility. There are 6 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 11.05%.

Symbol	Name	Volatility 1Y	AUM	Inception
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	11.05%	—	Sep 2017	WFSPX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	11.84%	—	Jul 1997	WFSPX vs VADDX
SPFIX	Shelton Capital Management S&P 500 Index Fund	12.46%	—	Apr 1992	WFSPX vs SPFIX
INDEX	CYBER HORNET S&P 500	12.49%	—	Mar 2017	WFSPX vs INDEX
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	12.49%	—	Feb 2001	WFSPX vs PLSAX

Lowest Drawdown Alternatives to WFSPX

WFSPX has a 1-year max drawdown of -8.90%. There are 4 mutual funds in the S&P 500 category with shallower 1-year drawdowns, going as shallow as -7.88%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
VADDX	Invesco Equally-Weighted S&P 500 Fund	-7.88%	—	Jul 1997	WFSPX vs VADDX
SSSYX	State Street Equity 500 Index Fund Class K	-8.88%	—	Sep 2014	WFSPX vs SSSYX
SWPPX	Schwab S&P 500 Index Fund	-8.89%	145.69B	May 1997	WFSPX vs SWPPX
FXAIX	Fidelity 500 Index Fund	-8.89%	—	Feb 1988	WFSPX vs FXAIX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	-8.90%	355.20B	Jul 1997	WFSPX vs VIIIX

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ECAT	BlackRock ESG Capital Allocation Term Trust	Tactical Allocation, Derivative Income, ESG	39	15.10%	—	Sep 2021	WFSPX vs ECAT
BDMIX	BlackRock Global Equity Market Neutral Fund Class ...	Equity Market Neutral	96	11.25%	—	Dec 2012	WFSPX vs BDMIX
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	64	12.43%	—	May 2011	WFSPX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	73	11.70%	—	Dec 1991	WFSPX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	51	9.56%	—	Jul 2010	WFSPX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	41	5.97%	—	Aug 2005	WFSPX vs BDJ
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	50	34.57%	—	Apr 2000	WFSPX vs BGSAX
FFANX	Fidelity Asset Manager 40% Fund	Diversified Portfolio	72	6.74%	—	Oct 2007	WFSPX vs FFANX
FAMRX	Fidelity Asset Manager 85% Fund	Diversified Portfolio	72	13.91%	—	Sep 1999	WFSPX vs FAMRX
VTMSX	Vanguard Tax-Managed Small-Cap Fund Admiral Shares	Small Cap Blend Equities	68	21.86%	10.70B	Mar 1999	WFSPX vs VTMSX

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	13	5.06%	—	Nov 2010	WFSPX vs JLGMX
VOO	Vanguard S&P 500 ETF	S&P 500	66	10.45%	1.70T	Sep 2010	WFSPX vs VOO
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	19	5.06%	—	—	WFSPX vs FSPGX
BRMKX	iShares Russell Mid-Cap Index Fund	Mid Cap Blend Equities	44	15.01%	—	May 2015	WFSPX vs BRMKX
IVV	iShares Core S&P 500 ETF	S&P 500	66	10.46%	894.38B	May 2000	WFSPX vs IVV
APGYX	AB Large Cap Growth Fund Advisor Class	Large Cap Growth Equities	11	4.71%	—	Jan 1996	WFSPX vs APGYX
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	92	16.34%	12.97B	Apr 2007	WFSPX vs SFLNX
MEIKX	MFS Value Fund	Large Cap Value Equities	42	9.49%	—	May 2006	WFSPX vs MEIKX
NBGIX	Neuberger Berman Genesis Fund Institutional Class	Small Cap Growth Equities	10	11.93%	—	Jul 1999	WFSPX vs NBGIX
0700.HK	Tencent Holdings Limited		35	-22.72%	—	—	WFSPX vs 0700.HK
PCRIX	PIMCO Commodity Real Return Strategy Fund	Commodities	45	17.46%	—	Jun 2002	WFSPX vs PCRIX
LIZIX	BlackRock LifePath Index 2060 Fund	Target Retirement Date	64	12.58%	—	Feb 2016	WFSPX vs LIZIX
LTFIX	Principal LifeTime 2055 Fund	Target Retirement Date	42	9.10%	—	Feb 2008	WFSPX vs LTFIX
OC	Owens Corning		42	27.89%	—	—	WFSPX vs OC
CLPAX	Catalyst Nasdaq-100 Hedged Equity Fund	Derivative Income	28	12.40%	—	Dec 2013	WFSPX vs CLPAX
MIGNX	MFS Massachusetts Investors Growth Stock Fund Clas...	Large Cap Growth Equities	6	-1.42%	—	Jun 2012	WFSPX vs MIGNX
QQQ	Invesco QQQ ETF	Nasdaq-100	58	16.13%	481.14B	Mar 1999	WFSPX vs QQQ
ASM.AS	ASM International NV		83	72.54%	—	—	WFSPX vs ASM.AS
PCLAX	PIMCO CommoditiesPLUS Strategy Fund	Commodities	47	26.65%	—	May 2010	WFSPX vs PCLAX
CISIX	Calvert US Large-Cap Core Responsible Index Fund	Large Cap Blend Equities	63	12.89%	—	Jun 2000	WFSPX vs CISIX

Compare WFSPX with Any Fund or Stock

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

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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

iShares S&P 500 Index Fund Class K (WFSPX) Alternatives