State Street Equity 500 Index II Portfolio (SSEYX) 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 SSEYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SSEYX
SSEYX charges 0.02% annually. There are 4 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% | — | — | SSEYX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SSEYX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SSEYX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SSEYX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | SSEYX vs VIIIX |
Best Risk-Adjusted Alternatives to SSEYX
SSEYX has a PortfoliosLab risk / return rank of 64. There are 130 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 | SSEYX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | SSEYX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | SSEYX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | SSEYX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | SSEYX vs IGIAX |
Top Performing SSEYX Alternatives (YTD)
SSEYX is at 9.78% YTD. There are 140 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 | SSEYX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | SSEYX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | SSEYX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | SSEYX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | SSEYX vs FLVCX |
Lowest Volatility Alternatives to SSEYX
SSEYX has 12.48% 1-year volatility. There are 124 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 | SSEYX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | SSEYX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | SSEYX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | SSEYX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | SSEYX vs FSUVX |
Lowest Drawdown Alternatives to SSEYX
SSEYX has a 1-year max drawdown of -8.88%. There are 123 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 | SSEYX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SSEYX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SSEYX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SSEYX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SSEYX vs QUERX |
Other Mutual Funds from State Street
The 10 most viewed State Street mutual funds shown here include SSSYX, SVSPX, SSGVX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| State Street Equity 500 Index Fund Class K | S&P 500, Large Cap Blend Equities | 65 | 9.78% | — | Sep 2014 | SSEYX vs SSSYX | |
| State Street S&P 500 Index Fund Class N | Large Cap Blend Equities | 82 | 9.71% | — | Dec 1992 | SSEYX vs SVSPX | |
| State Street Global All Cap Equity ex-U.S.Index Po... | Foreign Large Cap Equities | 71 | 15.66% | — | Sep 2014 | SSEYX vs SSGVX | |
| Elfun Trusts | Large Cap Growth Equities | 31 | 3.81% | — | May 1935 | SSEYX vs ELFNX | |
| State Street Aggregate Bond Index Portfolio | Intermediate Core Bond | 21 | 0.33% | — | Sep 2014 | SSEYX vs SSAFX | |
| State Street Global All Cap Equity ex-U.S. Index F... | Foreign Large Cap Equities | 70 | 15.59% | — | Sep 2014 | SSEYX vs SSGJX | |
| State Street Hedged International Developed Equity... | Foreign Large Cap Equities | 77 | 13.44% | — | May 2015 | SSEYX vs SSHQX | |
| Elfun Income Fund | Intermediate Core-Plus Bond | 14 | -0.27% | — | Dec 1984 | SSEYX vs EINFX | |
| State Street U.S. Core Equity Fund | Large Cap Blend Equities | 42 | 6.01% | — | Dec 1979 | SSEYX vs SSAQX | |
| Elfun Tax Exempt Income Fund | Municipal Bonds | 73 | 1.62% | — | Jan 1980 | SSEYX vs ELFTX |
Often Compared With SSEYX
Investors most often compare SSEYX with VOO, SPY, MXVIX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare SSEYX with Any Fund or Stock
Compare SSEYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SSEYX with funds that move differently
State Street Equity 500 Index II Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSEYX.
Explore SSEYX Diversifiers