SSEYX Alternatives & Similar Mutual Funds

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
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	SSEYX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	SSEYX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	SSEYX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	SSEYX vs FLCPX
VSMPX	Vanguard Total Stock Market Index Fund Institution...	0.02%	2.30T	Apr 2015	SSEYX vs VSMPX

Best Risk-Adjusted Alternatives to SSEYX

SSEYX has a PortfoliosLab risk / return rank of 61. There are 140 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	SSEYX vs SVPFX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	SSEYX vs FTZIX
VPCCX	Vanguard PRIMECAP Core Fund	92	18.10B	Dec 2004	SSEYX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	SSEYX vs GTLOX
POGSX	Pin Oak Equity	90	—	Aug 1992	SSEYX vs POGSX

Top Performing SSEYX Alternatives (YTD)

SSEYX is at 9.35% YTD. There are 163 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	SSEYX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	24.27%	—	Dec 2018	SSEYX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.85%	—	Nov 2004	SSEYX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.24%	—	Dec 2015	SSEYX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.87%	—	Jan 1995	SSEYX vs IGIAX

Lowest Volatility Alternatives to SSEYX

SSEYX has 12.84% 1-year volatility. There are 128 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	SSEYX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	SSEYX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.23%	—	Jul 2012	SSEYX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.85%	—	Aug 2018	SSEYX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.33%	—	Feb 2012	SSEYX vs SILVX

Lowest Drawdown Alternatives to SSEYX

SSEYX has a 1-year max drawdown of -8.88%. There are 119 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	SSEYX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	SSEYX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	SSEYX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	SSEYX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	SSEYX vs AMFEX

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
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	63	9.34%	—	Sep 2014	SSEYX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	75	9.27%	—	Dec 1992	SSEYX vs SVSPX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	73	12.83%	—	Sep 2014	SSEYX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	27	5.44%	—	May 1935	SSEYX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	23	-0.34%	—	Sep 2014	SSEYX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	72	12.75%	—	Sep 2014	SSEYX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	86	14.70%	—	May 2015	SSEYX vs SSHQX
SSCNX	State Street Target Retirement 2040 Fund	Target Retirement Date	67	8.10%	—	Sep 2014	SSEYX vs SSCNX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	17	-1.00%	—	Dec 1984	SSEYX vs EINFX
SSFNX	State Street Target Retirement Fund	Target Retirement Date	86	5.13%	—	Sep 2014	SSEYX vs SSFNX

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	SSEYX vs VOO
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	10.13%	789.06B	Jan 1993	SSEYX vs SPY
MXVIX	Great-West S&P 500 Index Fund	Large Cap Blend Equities	60	9.08%	—	Sep 2003	SSEYX vs MXVIX
RWMGX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	62	9.20%	—	May 2009	SSEYX vs RWMGX
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	63	9.35%	144.34B	May 1997	SSEYX vs SWPPX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	67	10.49%	2.30T	May 2001	SSEYX vs VTI
QQQ	Invesco QQQ ETF	Nasdaq-100	49	12.26%	452.80B	Mar 1999	SSEYX vs QQQ
SSMHX	State Street Small/Mid Cap Equity Index Portfolio	Mid Cap Growth Equities	50	13.90%	—	Aug 2015	SSEYX vs SSMHX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	28	5.62%	176.32B	May 1967	SSEYX vs FCNTX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	20	4.58%	—	Dec 1973	SSEYX vs RGAGX
VONG	Vanguard Russell 1000 Growth ETF	Large Cap Growth Equities	21	0.39%	53.40B	Sep 2010	SSEYX vs VONG
SIVIX	State Street Institutional Small-Cap Equity Fund	Small Cap Blend Equities	30	14.27%	—	Aug 1998	SSEYX vs SIVIX
SEECX	Crossmark Steward Values-Focused Large Cap Enhance...	Large Cap Blend Equities	48	8.89%	—	Oct 2004	SSEYX vs SEECX
SUSIX	State Street Institutional U.S. Equity Fund	Large Cap Blend Equities	32	6.48%	—	Nov 1997	SSEYX vs SUSIX
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	73	6.74%	—	Sep 2014	SSEYX vs SSBWX
TMLCX	SEI Institutional Managed Trust Tax Managed Large ...	Large Cap Blend Equities	67	9.10%	—	Mar 1998	SSEYX vs TMLCX
SSCJX	State Street Target Retirement 2035 Fund	Target Retirement Date	65	7.48%	—	Sep 2014	SSEYX vs SSCJX
MDLRX	BlackRock Advantage Large Cap Core Fund	Large Cap Blend Equities	82	13.59%	—	Dec 1999	SSEYX vs MDLRX
HESGX	Horizon ESG Defensive Core Fund	Large Cap Blend Equities	42	6.73%	—	Dec 2019	SSEYX vs HESGX
MIGYX	Invesco Main Street Fund Class Y	Large Cap Blend Equities	32	6.32%	—	Nov 1996	SSEYX vs MIGYX

Compare SSEYX with Any Fund or Stock

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

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Diversifiers

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

State Street Equity 500 Index II Portfolio (SSEYX) Alternatives