WFSPX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to WFSPX

WFSPX charges 0.03% annually. There are 3 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
FXAIX	Fidelity 500 Index Fund	0.02%	—	Feb 1988	WFSPX vs FXAIX
SWPPX	Schwab S&P 500 Index Fund	0.02%	145.00B	May 1997	WFSPX vs SWPPX
VFIAX	Vanguard 500 Index Fund Admiral Shares	0.04%	1.60T	Nov 2000	WFSPX vs VFIAX
BSPIX	iShares S&P 500 Index Fund Institutional Class	0.10%	—	Apr 1993	WFSPX vs BSPIX

Best Risk-Adjusted Alternatives to WFSPX

WFSPX has a PortfoliosLab risk / return rank of 74. There are 4 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 75.

Symbol	Name	Risk / Return Rank	AUM	Inception
FXAIX	Fidelity 500 Index Fund	75	—	Feb 1988	WFSPX vs FXAIX
SCPIX	DWS S&P 500 Index Fund	75	—	Aug 1997	WFSPX vs SCPIX
VFIAX	Vanguard 500 Index Fund Admiral Shares	74	1.60T	Nov 2000	WFSPX vs VFIAX
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	74	—	Dec 2013	WFSPX vs SPINX
BSPGX	iShares S&P 500 Index Fund Class G	74	—	Jul 2019	WFSPX vs BSPGX

Top Performing WFSPX Alternatives (YTD)

WFSPX is at 11.54% YTD. There are 4 mutual funds in the S&P 500 category with higher YTD returns, going as high as 17.38%.

Symbol	Name	YTD Return	AUM	Inception
DXSLX	Direxion Monthly S&P 500 Bull 1.75X Fund	17.38%	—	May 2006	WFSPX vs DXSLX
USPRX	Victory 500 Index Fund	11.73%	—	May 2002	WFSPX vs USPRX
FXAIX	Fidelity 500 Index Fund	11.56%	—	Feb 1988	WFSPX vs FXAIX
BSPGX	iShares S&P 500 Index Fund Class G	11.55%	—	Jul 2019	WFSPX vs BSPGX
VFIAX	Vanguard 500 Index Fund Admiral Shares	11.54%	1.60T	Nov 2000	WFSPX vs VFIAX

Lowest Volatility Alternatives to WFSPX

WFSPX has 11.88% 1-year volatility. There are 9 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
PUTW	WisdomTree Equity Premium Income Fund	8.86%	236.88M	Feb 2016	WFSPX vs PUTW
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	10.64%	—	Sep 2017	WFSPX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	11.66%	—	Jul 1997	WFSPX vs VADDX
SPFIX	Shelton Capital Management S&P 500 Index Fund	11.83%	—	Apr 1992	WFSPX vs SPFIX
SSPIX	SEI Institutional Managed Trust S&P 500 Index Fund	11.86%	—	Feb 1996	WFSPX vs SSPIX

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 -7.15%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PUTW	WisdomTree Equity Premium Income Fund	-7.15%	236.88M	Feb 2016	WFSPX vs PUTW
VADDX	Invesco Equally-Weighted S&P 500 Fund	-7.88%	—	Jul 1997	WFSPX vs VADDX
FXAIX	Fidelity 500 Index Fund	-8.89%	—	Feb 1988	WFSPX vs FXAIX
SWPPX	Schwab S&P 500 Index Fund	-8.89%	145.00B	May 1997	WFSPX vs SWPPX
VFIAX	Vanguard 500 Index Fund Admiral Shares	-8.90%	1.60T	Nov 2000	WFSPX vs VFIAX

Other Mutual Funds from BlackRock

The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 9 categories. AUM among these funds goes as high as $29B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	76	20.81%	—	Jan 2000	WFSPX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	4	-5.11%	13.70B	Feb 2004	WFSPX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	81	5.85%	11.90B	Sep 1994	WFSPX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	70	11.07%	28.60B	Sep 1994	WFSPX vs VTCLX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	32	12.58%	—	Sep 2021	WFSPX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	69	12.57%	—	May 2011	WFSPX vs LIVIX
BDMIX	BlackRock Global Long/Short Equity Fund Class I	Long-Short	91	12.00%	—	Dec 2012	WFSPX vs BDMIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	76	11.37%	—	Dec 1991	WFSPX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	67	14.60%	—	Jul 2010	WFSPX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	21	0.03%	—	Aug 2005	WFSPX vs BDJ

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	19	7.25%	—	Nov 2010	WFSPX vs JLGMX
VOO	Vanguard S&P 500 ETF	S&P 500	75	11.69%	1.60T	Sep 2010	WFSPX vs VOO
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	33	9.01%	—	—	WFSPX vs FSPGX
BRMKX	iShares Russell Mid-Cap Index Fund	Mid Cap Blend Equities	41	12.03%	—	May 2015	WFSPX vs BRMKX
IVV	iShares Core S&P 500 ETF	S&P 500	75	11.70%	854.92B	May 2000	WFSPX vs IVV
APGYX	AB Large Cap Growth Fund Advisor Class	Large Cap Growth Equities	17	6.37%	—	Jan 1996	WFSPX vs APGYX
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	92	14.13%	12.67B	Apr 2007	WFSPX vs SFLNX
0700.HK	Tencent Holdings Ltd		34	-18.66%	—	—	WFSPX vs 0700.HK
MEIKX	MFS Value Fund	Large Cap Value Equities	21	3.89%	—	May 2006	WFSPX vs MEIKX
NBGIX	Neuberger Berman Genesis Fund Institutional Class	Small Cap Growth Equities	7	5.98%	—	Jul 1999	WFSPX vs NBGIX
LIZIX	BlackRock LifePath Index 2060 Fund	Target Retirement Date	69	12.69%	—	Feb 2016	WFSPX vs LIZIX
PCRIX	PIMCO Commodity Real Return Strategy Fund	Commodities	78	26.38%	—	Jun 2002	WFSPX vs PCRIX
OC	Owens Corning		31	9.13%	—	—	WFSPX vs OC
QQQ	Invesco QQQ ETF	Nasdaq-100	77	21.62%	493.99B	Mar 1999	WFSPX vs QQQ
ASM.AS	ASM International NV		84	72.35%	—	—	WFSPX vs ASM.AS
CLPAX	Catalyst Nasdaq-100 Hedged Equity Fund	Derivative Income	44	17.37%	—	Dec 2013	WFSPX vs CLPAX
LTFIX	Principal LifeTime 2055 Fund	Target Retirement Date	49	9.21%	—	Feb 2008	WFSPX vs LTFIX
MIGNX	MFS Massachusetts Investors Growth Stock Fund Clas...	Large Cap Growth Equities	10	0.43%	—	Jun 2012	WFSPX vs MIGNX
CISIX	Calvert US Large-Cap Core Responsible Index Fund	Large Cap Blend Equities	70	12.83%	—	Jun 2000	WFSPX vs CISIX
SU.PA	Schneider Electric S.E.		69	24.16%	—	—	WFSPX vs SU.PA

Compare WFSPX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair WFSPX with funds that move differently

iShares S&P 500 Index Fund 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 (WFSPX) Alternatives