SSAQX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to SSAQX

SSAQX charges 0.16% annually. There are 54 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	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 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 2016	SSAQX vs FLCPX
SWPPX	Schwab S&P 500 Index Fund	0.02%	145.00B	May 1997	SSAQX vs SWPPX

Best Risk-Adjusted Alternatives to SSAQX

SSAQX has a PortfoliosLab risk / return rank of 51. There are 247 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	96	15.30B	Dec 2004	SSAQX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	94	82.00B	Nov 2001	SSAQX vs VPMAX
DHAMX	Centre American Select Equity Fund	92	—	Dec 2011	SSAQX vs DHAMX
POSKX	PrimeCap Odyssey Stock Fund	91	—	Nov 2004	SSAQX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	91	—	Feb 2004	SSAQX vs GTLOX

Top Performing SSAQX Alternatives (YTD)

SSAQX is at 8.01% YTD. There are 290 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	29.33%	15.30B	Dec 2004	SSAQX vs VPCCX
YFSIX	AMG Yacktman Global Fund	27.94%	—	Jan 2017	SSAQX vs YFSIX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	27.79%	—	Dec 2015	SSAQX vs RESGX
ALSMX	Archer Multi Cap Fund	26.71%	—	Dec 2019	SSAQX vs ALSMX
IGIAX	Integrity ESG Growth & Income Fund	26.41%	—	Jan 1995	SSAQX vs IGIAX

Lowest Volatility Alternatives to SSAQX

SSAQX has 11.99% 1-year volatility. There are 179 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.26%	—	Jun 2013	SSAQX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.26%	—	Mar 2021	SSAQX vs SVPFX
AUEIX	AQR Large Cap Defensive Style Fund	7.91%	—	Jul 2012	SSAQX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	7.91%	—	Jul 2012	SSAQX vs QUERX
FULVX	Fidelity U.S. Low Volatility Equity Fund	8.38%	—	Nov 2019	SSAQX vs FULVX

Lowest Drawdown Alternatives to SSAQX

SSAQX has a 1-year max drawdown of -10.74%. There are 308 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-1.33%	—	Mar 2021	SSAQX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	SSAQX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	SSAQX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	SSAQX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	SSAQX vs QUERX

Other Mutual Funds from State Street

The 10 most viewed State Street mutual funds shown here include SSSYX, SVSPX, SSEYX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SSSYX	State Street Equity 500 Index Fund Class K	Large Cap Blend Equities	73	11.69%	—	Sep 2014	SSAQX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	88	11.63%	—	Dec 1992	SSAQX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	72	11.70%	—	Aug 2014	SSAQX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	62	14.99%	—	Sep 2014	SSAQX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	42	6.95%	—	May 1935	SSAQX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	26	0.42%	—	Sep 2014	SSAQX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	62	14.94%	—	Sep 2014	SSAQX vs SSGJX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	17	0.04%	—	Dec 1984	SSAQX vs EINFX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	50	10.20%	—	May 2015	SSAQX vs SSHQX
SSCNX	State Street Target Retirement 2040 Fund	Target Retirement Date	71	10.08%	—	Sep 2014	SSAQX vs SSCNX

Often Compared With SSAQX

Investors most often compare SSAQX with VOO, FELC, VUG. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	SSAQX vs VOO
FELC	Fidelity Enhanced Large Cap Core ETF	Large Cap Growth Equities	70	11.23%	7.04B	Apr 2007	SSAQX vs FELC
VUG	Vanguard Growth ETF	Large Cap Growth Equities	43	9.49%	365.00B	Jan 2004	SSAQX vs VUG
FDGFX	Fidelity Dividend Growth Fund	Large Cap Value Equities	86	17.51%	—	Apr 1993	SSAQX vs FDGFX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	72	12.01%	—	—	SSAQX vs FZROX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	68	11.20%	2.20T	May 2001	SSAQX vs VTI
GINDX	Gotham Index Plus Fund	Large Cap Blend Equities	67	7.57%	—	Mar 2015	SSAQX vs GINDX
PRCOX	T. Rowe Price U.S. Equity Research Fund	Large Cap Blend Equities	69	12.08%	—	Nov 1994	SSAQX vs PRCOX
MGK	Vanguard Mega Cap Growth ETF	Large Cap Growth Equities	45	10.01%	32.00B	Dec 2007	SSAQX vs MGK
COWZ	Pacer US Cash Cows 100 ETF	Mid Cap Value Equities, Dividend	65	8.18%	18.47B	Dec 2016	SSAQX vs COWZ
VFV.TO	Vanguard S&P 500 Index ETF	S&P 500	74	12.30%	32.85B	Nov 2012	SSAQX vs VFV.TO
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	70	1.52%	—	Jan 1980	SSAQX vs ELFTX
ELDFX	Elfun Diversified Fund	Diversified Portfolio	69	7.78%	—	Jan 1988	SSAQX vs ELDFX
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	75	7.96%	—	Sep 2014	SSAQX vs SSBWX
SSASX	State Street Income Fund	Intermediate Core-Plus Bond	18	0.00%	—	Jan 1980	SSAQX vs SSASX
SSDOX	State Street Target Retirement 2055 Fund	Target Retirement Date	71	12.09%	—	Sep 2014	SSAQX vs SSDOX
SSDDX	State Street Target Retirement 2045 Fund	Target Retirement Date	71	10.91%	—	Sep 2014	SSAQX vs SSDDX
SSMKX	State Street Small/Mid Cap Equity Index Fund	Mid Cap Blend Equities	48	14.17%	—	Aug 2015	SSAQX vs SSMKX
SSMHX	State Street Small/Mid Cap Equity Index Portfolio	Mid Cap Growth Equities	49	14.18%	—	Aug 2015	SSAQX vs SSMHX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	Global Equities	62	14.98%	—	Sep 2014	SSAQX vs SSGLX

Compare SSAQX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair SSAQX with funds that move differently

State Street U.S. Core Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSAQX.

Explore SSAQX Diversifiers

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