iShares S&P 500 Index Fund (WFSPX) Alternatives

iShares S&P 500 Index Fund (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 funds that fit a different role in your portfolio.

Cheapest Alternatives to WFSPX

WFSPX charges 0.03% annually. Among mutual funds in the S&P 500 category, these options have the lowest expense ratios among WFSPX alternatives.

Symbol	Name	Expense Ratio	Inception
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	Jul 1, 2019	WFSPX vs BSPGX
SWPPX	Schwab S&P 500 Index Fund	0.02%	May 19, 1997	WFSPX vs SWPPX
FXAIX	Fidelity 500 Index Fund	0.02%	Feb 17, 1988	WFSPX vs FXAIX
BSPIX	iShares S&P 500 Index Fund Institutional Class	0.10%	Apr 28, 1993	WFSPX vs BSPIX
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	0.11%	Mar 1, 2001	WFSPX vs PLFIX

Best Risk-Adjusted Alternatives to WFSPX

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
PUTW	WisdomTree Equity Premium Income Fund	72	Feb 24, 2016	WFSPX vs PUTW
SWPPX	Schwab S&P 500 Index Fund	46	May 19, 1997	WFSPX vs SWPPX
FXAIX	Fidelity 500 Index Fund	46	Feb 17, 1988	WFSPX vs FXAIX
DSPIX	BNY Mellon Institutional S&P 500 Stock Index Fund	45	Sep 30, 1993	WFSPX vs DSPIX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	45	Dec 18, 2013	WFSPX vs SPINX

Top Performing WFSPX Alternatives (YTD)

WFSPX alternatives from the S&P 500 category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	0.17%	Sep 10, 2017	WFSPX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	-1.41%	Jul 28, 1997	WFSPX vs VADDX
PUTW	WisdomTree Equity Premium Income Fund	-1.66%	Feb 24, 2016	WFSPX vs PUTW
FXAIX	Fidelity 500 Index Fund	-7.05%	Feb 17, 1988	WFSPX vs FXAIX
BSPGX	iShares S&P 500 Index Fund Class G	-7.06%	Jul 1, 2019	WFSPX vs BSPGX

Lowest Volatility Alternatives to WFSPX

WFSPX alternatives from the S&P 500 category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	14.28%	Sep 10, 2017	WFSPX vs KNGLX
PUTW	WisdomTree Equity Premium Income Fund	14.33%	Feb 24, 2016	WFSPX vs PUTW
BXMX	Nuveen S&P 500 Buy-Write Income Fund	16.43%	Nov 25, 2004	WFSPX vs BXMX
VADDX	Invesco Equally-Weighted S&P 500 Fund	17.17%	Jul 28, 1997	WFSPX vs VADDX
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	17.85%	Mar 1, 2001	WFSPX vs PLFIX

Lowest Drawdown Alternatives to WFSPX

WFSPX alternatives from the S&P 500 category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
PUTW	WisdomTree Equity Premium Income Fund	-9.90%	Feb 24, 2016	WFSPX vs PUTW
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	-10.91%	Sep 10, 2017	WFSPX vs KNGLX
BXMX	Nuveen S&P 500 Buy-Write Income Fund	-11.42%	Nov 25, 2004	WFSPX vs BXMX
SWPPX	Schwab S&P 500 Index Fund	-12.10%	May 19, 1997	WFSPX vs SWPPX
SPFIX	Shelton Capital Management S&P 500 Index Fund	-12.11%	Apr 20, 1992	WFSPX vs SPFIX

Other Mutual Funds from BlackRock

Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	51	-9.12%	Jan 18, 2000	WFSPX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	7	-11.11%	Feb 4, 2004	WFSPX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	68	-3.56%	Sep 6, 1994	WFSPX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	46	-6.78%	Sep 6, 1994	WFSPX vs VTCLX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	16	-6.71%	Sep 28, 2021	WFSPX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	62	-4.27%	May 30, 2011	WFSPX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	70	-2.99%	Dec 30, 1991	WFSPX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	8	6.59%	Jul 30, 2010	WFSPX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	27	-7.23%	Aug 30, 2005	WFSPX vs BDJ
BDMIX	BlackRock Global Long/Short Equity Fund Class I	Long-Short	96	3.57%	Dec 20, 2012	WFSPX vs BDMIX

Often Compared With WFSPX

What investors most often compare with WFSPX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	18	-11.56%	Nov 30, 2010	WFSPX vs JLGMX
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	WFSPX vs VOO
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	28	-13.03%	—	WFSPX vs FSPGX
BRMKX	iShares Russell Mid-Cap Index Fund	Mid Cap Blend Equities	34	-1.29%	May 13, 2015	WFSPX vs BRMKX
IVV	iShares Core S&P 500 ETF	S&P 500	65	-4.38%	May 15, 2000	WFSPX vs IVV
APGYX	AB Large Cap Growth Fund Advisor Class	Large Cap Growth Equities	15	-12.78%	Jan 10, 1996	WFSPX vs APGYX
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	67	0.72%	Apr 2, 2007	WFSPX vs SFLNX
0700.HK	Tencent Holdings Ltd		36	-19.20%	—	WFSPX vs 0700.HK
NBGIX	Neuberger Berman Genesis Fund Institutional Class	Small Cap Growth Equities	7	-1.41%	Jul 1, 1999	WFSPX vs NBGIX
MEIKX	MFS Value Fund	Large Cap Value Equities	29	-0.52%	May 1, 2006	WFSPX vs MEIKX
LIZIX	BlackRock LifePath Index 2060 Fund	Target Retirement Date	62	-4.32%	Feb 28, 2016	WFSPX vs LIZIX
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	69	-5.93%	Mar 10, 1999	WFSPX vs QQQ
OC	Owens Corning		18	-1.92%	—	WFSPX vs OC
PCRIX	PIMCO Commodity Real Return Strategy Fund	Commodities	88	21.21%	Jun 27, 2002	WFSPX vs PCRIX
ASM.AS	ASM International NV		79	23.07%	—	WFSPX vs ASM.AS
MIGNX	MFS Massachusetts Investors Growth Stock Fund Clas...	Large Cap Growth Equities	8	-11.85%	Jun 1, 2012	WFSPX vs MIGNX
CLPAX	Catalyst Nasdaq-100 Hedged Equity Fund	Derivative Income	38	-7.05%	Dec 30, 2013	WFSPX vs CLPAX
SU.PA	Schneider Electric S.E.		55	-2.47%	—	WFSPX vs SU.PA
LTFIX	Principal LifeTime 2055 Fund	Target Retirement Date	39	-5.21%	Feb 28, 2008	WFSPX vs LTFIX
CISIX	Calvert US Large-Cap Core Responsible Index Fund	Large Cap Blend Equities	39	-7.68%	Jun 30, 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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iShares S&P 500 Index Fund

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