State Street U.S. Core Equity Fund (SSAQX) Alternatives

State Street U.S. Core Equity Fund (SSAQX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SSAQX. 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 SSAQX

SSAQX charges 0.16% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among SSAQX alternatives.

Symbol	Name	Expense Ratio	Inception
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	SSAQX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	Jun 27, 2016	SSAQX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	SSAQX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	Feb 2, 2016	SSAQX vs FLCPX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	Sep 17, 2014	SSAQX vs SSSYX

Best Risk-Adjusted Alternatives to SSAQX

Among mutual funds in the Large Cap Blend Equities 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
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	93	Nov 12, 2001	SSAQX vs VPMAX
POGSX	Pin Oak Equity	91	Aug 3, 1992	SSAQX vs POGSX
SGOIX	First Eagle Overseas Fund Class I	89	—	SSAQX vs SGOIX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	88	Jan 2, 1990	SSAQX vs PAGRX
DHAMX	Centre American Select Equity Fund	87	Dec 21, 2011	SSAQX vs DHAMX

Top Performing SSAQX Alternatives (YTD)

SSAQX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEIX	GQG Partners US Select Quality Equity Fund	9.81%	Sep 28, 2018	SSAQX vs GQEIX
NWAUX	Nationwide GQG US Quality Equity Fund	9.70%	Jan 24, 2021	SSAQX vs NWAUX
YFSIX	AMG Yacktman Global Fund	8.16%	Jan 30, 2017	SSAQX vs YFSIX
MUHLX	Muhlenkamp Fund	6.53%	Nov 1, 1988	SSAQX vs MUHLX
RCKSX	Rock Oak Core Growth Fund	6.05%	Dec 31, 2004	SSAQX vs RCKSX

Lowest Volatility Alternatives to SSAQX

SSAQX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.63%	Jun 28, 2013	SSAQX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	8.02%	Mar 28, 2021	SSAQX vs SVPFX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	10.78%	Mar 20, 2025	SSAQX vs FGJEX
FEQHX	Fidelity Hedged Equity Fund	10.94%	Sep 8, 2022	SSAQX vs FEQHX
QUERX	AQR Large Cap Defensive Style Fund Class R6	12.03%	Jul 9, 2012	SSAQX vs QUERX

Lowest Drawdown Alternatives to SSAQX

SSAQX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	Jun 28, 2013	SSAQX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-5.22%	Mar 28, 2021	SSAQX vs SVPFX
FEQHX	Fidelity Hedged Equity Fund	-7.40%	Sep 8, 2022	SSAQX vs FEQHX
FNSTX	Fidelity Infrastructure Fund	-8.43%	Nov 5, 2019	SSAQX vs FNSTX
GQEIX	GQG Partners US Select Quality Equity Fund	-8.67%	Sep 28, 2018	SSAQX vs GQEIX

Other Mutual Funds from State Street

Most popular State Street mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	30	-7.09%	Dec 30, 1992	SSAQX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	44	-7.05%	Aug 11, 2014	SSAQX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	82	-0.63%	Sep 17, 2014	SSAQX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	34	-9.40%	May 27, 1935	SSAQX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	59	-0.18%	Sep 19, 2014	SSAQX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	82	-0.66%	Sep 17, 2014	SSAQX vs SSGJX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	36	-0.77%	Jan 1, 1980	SSAQX vs ELFTX
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	73	-2.15%	Sep 29, 2014	SSAQX vs SSBWX
SSMKX	State Street Small/Mid Cap Equity Index Fund	Mid Cap Blend Equities	38	-4.46%	Aug 12, 2015	SSAQX vs SSMKX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	65	0.51%	May 29, 2015	SSAQX vs SSHQX

Often Compared With SSAQX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	SSAQX vs VOO
FELC	Fidelity Enhanced Large Cap Core ETF	Large Cap Growth Equities	64	-4.71%	Apr 19, 2007	SSAQX vs FELC
VUG	Vanguard Growth ETF	Large Cap Growth Equities	50	-10.37%	Nov 13, 2000	SSAQX vs VUG
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	46	-6.77%	—	SSAQX vs FZROX
FDGFX	Fidelity Dividend Growth Fund	Large Cap Value Equities	79	-3.17%	Apr 27, 1993	SSAQX vs FDGFX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	65	-4.01%	Jun 27, 2016	SSAQX vs VTI
MGK	Vanguard Mega Cap Growth ETF	Large Cap Growth Equities	51	-10.90%	Dec 17, 2007	SSAQX vs MGK
PRCOX	T. Rowe Price U.S. Equity Research Fund	Large Cap Blend Equities	42	-7.21%	Nov 30, 1994	SSAQX vs PRCOX
COWZ	Pacer US Cash Cows 100 ETF	Mid Cap Value Equities, Dividend	60	4.30%	Dec 16, 2016	SSAQX vs COWZ
VFV.TO	Vanguard S&P 500 Index ETF	S&P 500	48	-3.12%	Nov 2, 2012	SSAQX vs VFV.TO
GINDX	Gotham Index Plus Fund	Large Cap Blend Equities	52	-7.06%	Mar 31, 2015	SSAQX vs GINDX
ELDFX	Elfun Diversified Fund	Diversified Portfolio	69	-3.14%	Jan 3, 1988	SSAQX vs ELDFX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	Global Equities	81	-0.64%	Sep 17, 2014	SSAQX vs SSGLX
FGRIX	Fidelity Growth & Income Portfolio	Large Cap Value Equities	68	-3.02%	Dec 30, 1985	SSAQX vs FGRIX
SSBRX	State Street Target Retirement 2025 Fund	Target Retirement Date	80	-0.79%	Sep 29, 2014	SSAQX vs SSBRX
SSDDX	State Street Target Retirement 2045 Fund	Target Retirement Date	67	-3.38%	Sep 29, 2014	SSAQX vs SSDDX
SSASX	State Street Income Fund	Intermediate Core-Plus Bond	44	-0.61%	Jan 2, 1980	SSAQX vs SSASX
VGT	Vanguard Information Technology ETF	Technology Equities	67	-7.34%	Mar 25, 2004	SSAQX vs VGT
SSDOX	State Street Target Retirement 2055 Fund	Target Retirement Date	66	-3.62%	Sep 29, 2014	SSAQX vs SSDOX
SSMHX	State Street Small/Mid Cap Equity Index Portfolio	Mid Cap Growth Equities	38	-4.45%	Aug 11, 2015	SSAQX vs SSMHX

Compare SSAQX with Any Fund or Stock

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

Symbol name

State Street U.S. Core Equity Fund

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