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 53 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
VITPX	Vanguard Institutional Total Stock Market Index Fu...	0.02%	34.70B	May 2001	SSAQX vs VITPX

Best Risk-Adjusted Alternatives to SSAQX

SSAQX has a PortfoliosLab risk / return rank of 35. There are 283 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	97	—	Mar 2021	SSAQX vs SVPFX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	SSAQX vs FTZIX
VPCCX	Vanguard PRIMECAP Core Fund	92	18.10B	Dec 2004	SSAQX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	SSAQX vs GTLOX
POGSX	Pin Oak Equity	90	—	Aug 1992	SSAQX vs POGSX

Top Performing SSAQX Alternatives (YTD)

SSAQX is at 6.53% YTD. There are 317 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.47%	18.10B	Dec 2004	SSAQX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	24.27%	—	Dec 2018	SSAQX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.85%	—	Nov 2004	SSAQX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.24%	—	Dec 2015	SSAQX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.87%	—	Jan 1995	SSAQX vs IGIAX

Lowest Volatility Alternatives to SSAQX

SSAQX has 13.04% 1-year volatility. There are 199 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	SSAQX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	SSAQX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.23%	—	Jul 2012	SSAQX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.85%	—	Aug 2018	SSAQX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.33%	—	Feb 2012	SSAQX vs SILVX

Lowest Drawdown Alternatives to SSAQX

SSAQX has a 1-year max drawdown of -10.74%. There are 310 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	SSAQX vs SVPFX
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
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	SSAQX vs AMFEX

Other Mutual Funds from State Street

The 10 most viewed State Street mutual funds shown here include SSSYX, SVSPX, SSEYX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	63	9.34%	—	Sep 2014	SSAQX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	75	9.27%	—	Dec 1992	SSAQX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	61	9.35%	—	Aug 2014	SSAQX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	73	12.83%	—	Sep 2014	SSAQX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	27	5.44%	—	May 1935	SSAQX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	23	-0.34%	—	Sep 2014	SSAQX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	72	12.75%	—	Sep 2014	SSAQX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	86	14.70%	—	May 2015	SSAQX vs SSHQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	17	-1.00%	—	Dec 1984	SSAQX vs EINFX
SSCNX	State Street Target Retirement 2040 Fund	Target Retirement Date	67	8.10%	—	Sep 2014	SSAQX vs SSCNX

Often Compared With SSAQX

Investors most often compare SSAQX with FELC, VOO, VUG. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FELC	Fidelity Enhanced Large Cap Core ETF	Large Cap Blend Equities	77	12.07%	7.88B	Apr 2007	SSAQX vs FELC
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	SSAQX vs VOO
VUG	Vanguard Growth ETF	Large Cap Growth Equities	28	5.02%	378.80B	Jan 2004	SSAQX vs VUG
FDGFX	Fidelity Dividend Growth Fund	Large Cap Blend Equities, Dividend	80	15.73%	—	Apr 1993	SSAQX vs FDGFX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	64	9.94%	—	—	SSAQX vs FZROX
GINDX	Gotham Index Plus Fund	Large Cap Blend Equities	72	8.92%	—	Mar 2015	SSAQX vs GINDX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	67	10.49%	2.30T	May 2001	SSAQX vs VTI
MGK	Vanguard Mega Cap Growth ETF	Large Cap Growth Equities	29	4.77%	33.30B	Dec 2007	SSAQX vs MGK
PRCOX	T. Rowe Price U.S. Equity Research Fund	Large Cap Blend Equities	56	9.19%	—	Nov 1994	SSAQX vs PRCOX
COWZ	Pacer US Cash Cows 100 ETF	Mid Cap Value Equities, Dividend	85	11.74%	17.98B	Dec 2016	SSAQX vs COWZ
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	79	0.18%	—	Jan 1980	SSAQX vs ELFTX
ELDFX	Elfun Diversified Fund	Diversified Portfolio	61	6.05%	—	Jan 1988	SSAQX vs ELDFX
VFV.TO	Vanguard S&P 500 Index ETF	S&P 500	72	12.34%	34.09B	Nov 2012	SSAQX vs VFV.TO
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	73	6.74%	—	Sep 2014	SSAQX vs SSBWX
SSDDX	State Street Target Retirement 2045 Fund	Target Retirement Date	65	8.86%	—	Sep 2014	SSAQX vs SSDDX
SSASX	State Street Income Fund	Intermediate Core-Plus Bond	16	-1.02%	—	Jan 1980	SSAQX vs SSASX
SSMKX	State Street Small/Mid Cap Equity Index Fund	Mid Cap Blend Equities	50	13.88%	—	Aug 2015	SSAQX vs SSMKX
SSDOX	State Street Target Retirement 2055 Fund	Target Retirement Date	68	10.00%	—	Sep 2014	SSAQX vs SSDOX
SSMHX	State Street Small/Mid Cap Equity Index Portfolio	Mid Cap Growth Equities	50	13.90%	—	Aug 2015	SSAQX vs SSMHX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	Global Equities	72	12.81%	—	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.

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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