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 55 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 | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | SSAQX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SSAQX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SSAQX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SSAQX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | SSAQX vs SSSYX |
Best Risk-Adjusted Alternatives to SSAQX
SSAQX has a PortfoliosLab risk / return rank of 42. There are 273 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | SSAQX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | SSAQX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | SSAQX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | SSAQX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | SSAQX vs IGIAX |
Top Performing SSAQX Alternatives (YTD)
SSAQX is at 6.01% YTD. There are 306 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | SSAQX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | SSAQX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | SSAQX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | SSAQX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | SSAQX vs FLVCX |
Lowest Volatility Alternatives to SSAQX
SSAQX has 12.64% 1-year volatility. There are 186 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | SSAQX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | SSAQX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | SSAQX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | SSAQX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | SSAQX vs FSUVX |
Lowest Drawdown Alternatives to SSAQX
SSAQX has a 1-year max drawdown of -10.74%. There are 311 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | SSAQX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SSAQX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SSAQX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SSAQX vs AUEIX | |
| 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 SVSPX, SSEYX, SSGVX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| State Street S&P 500 Index Fund Class N | Large Cap Blend Equities | 82 | 9.71% | — | Dec 1992 | SSAQX vs SVSPX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 64 | 9.78% | — | Aug 2014 | SSAQX vs SSEYX | |
| State Street Global All Cap Equity ex-U.S.Index Po... | Foreign Large Cap Equities | 71 | 15.66% | — | Sep 2014 | SSAQX vs SSGVX | |
| Elfun Trusts | Large Cap Growth Equities | 31 | 3.81% | — | May 1935 | SSAQX vs ELFNX | |
| State Street Aggregate Bond Index Portfolio | Intermediate Core Bond | 21 | 0.33% | — | Sep 2014 | SSAQX vs SSAFX | |
| State Street Global All Cap Equity ex-U.S. Index F... | Foreign Large Cap Equities | 70 | 15.59% | — | Sep 2014 | SSAQX vs SSGJX | |
| State Street Hedged International Developed Equity... | Foreign Large Cap Equities | 77 | 13.44% | — | May 2015 | SSAQX vs SSHQX | |
| Elfun Income Fund | Intermediate Core-Plus Bond | 14 | -0.27% | — | Dec 1984 | SSAQX vs EINFX | |
| Elfun Tax Exempt Income Fund | Municipal Bonds | 73 | 1.62% | — | Jan 1980 | SSAQX vs ELFTX | |
| State Street Target Retirement 2040 Fund | Target Retirement Date | 69 | 9.64% | — | Sep 2014 | SSAQX vs SSCNX |
Often Compared With SSAQX
Investors most often compare SSAQX with VOO, FELC, VUG. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare SSAQX with Any Fund or Stock
Compare SSAQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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