BSPPX vs. SPFIX
Compare and contrast key facts about iShares S&P 500 Index Fund Investor P Shares (BSPPX) and Shelton Capital Management S&P 500 Index Fund (SPFIX).
BSPPX is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on Aug 6, 2018. SPFIX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Apr 20, 1992. Both BSPPX and SPFIX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BSPPX vs. SPFIX - Performance Comparison
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BSPPX vs. SPFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BSPPX iShares S&P 500 Index Fund Investor P Shares | -4.62% | 17.46% | 24.54% | 25.85% | -18.40% | 28.23% | 18.05% | 31.02% | -13.57% |
SPFIX Shelton Capital Management S&P 500 Index Fund | -4.62% | 17.23% | 42.83% | 25.48% | -18.22% | 27.99% | 17.41% | 41.64% | -13.62% |
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with BSPPX at -4.62% and SPFIX at -4.62%.
BSPPX
- 1D
- 2.70%
- 1M
- -5.25%
- YTD
- -4.62%
- 6M
- -2.54%
- 1Y
- 16.68%
- 3Y*
- 17.80%
- 5Y*
- 11.35%
- 10Y*
- —
SPFIX
- 1D
- 2.68%
- 1M
- -5.25%
- YTD
- -4.62%
- 6M
- -2.45%
- 1Y
- 16.71%
- 3Y*
- 23.11%
- 5Y*
- 14.35%
- 10Y*
- 16.06%
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BSPPX vs. SPFIX - Expense Ratio Comparison
BSPPX has a 0.35% expense ratio, which is lower than SPFIX's 0.43% expense ratio.
Return for Risk
BSPPX vs. SPFIX — Risk / Return Rank
BSPPX
SPFIX
BSPPX vs. SPFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Index Fund Investor P Shares (BSPPX) and Shelton Capital Management S&P 500 Index Fund (SPFIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BSPPX | SPFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.94 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.45 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 1.45 | +0.02 |
Martin ratioReturn relative to average drawdown | 7.01 | 6.94 | +0.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BSPPX | SPFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.94 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.79 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.56 | +0.08 |
Correlation
The correlation between BSPPX and SPFIX is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BSPPX vs. SPFIX - Dividend Comparison
BSPPX's dividend yield for the trailing twelve months is around 1.31%, less than SPFIX's 3.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSPPX iShares S&P 500 Index Fund Investor P Shares | 1.31% | 1.43% | 1.12% | 1.22% | 1.67% | 1.53% | 1.38% | 1.70% | 1.35% | 0.00% | 0.00% | 0.00% |
SPFIX Shelton Capital Management S&P 500 Index Fund | 3.58% | 3.45% | 27.20% | 8.08% | 5.07% | 5.43% | 8.06% | 16.60% | 2.49% | 3.01% | 2.92% | 4.35% |
Drawdowns
BSPPX vs. SPFIX - Drawdown Comparison
The maximum BSPPX drawdown since its inception was -33.76%, smaller than the maximum SPFIX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for BSPPX and SPFIX.
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Drawdown Indicators
| BSPPX | SPFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.76% | -54.81% | +21.05% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -12.11% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -24.70% | -24.69% | -0.01% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.83% | — |
Current DrawdownCurrent decline from peak | -6.49% | -6.47% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -5.32% | -8.99% | +3.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 2.53% | +0.01% |
Volatility
BSPPX vs. SPFIX - Volatility Comparison
iShares S&P 500 Index Fund Investor P Shares (BSPPX) and Shelton Capital Management S&P 500 Index Fund (SPFIX) have volatilities of 5.22% and 5.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSPPX | SPFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.22% | 5.18% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 9.46% | 9.43% | +0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.22% | 18.24% | -0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.88% | 18.23% | -1.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.88% | 18.86% | +1.02% |