State Street Equity 500 Index II Portfolio (SSEYX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to SSEYX

SSEYX charges 0.02% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among SSEYX alternatives.

Symbol	Name	Expense Ratio	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	Jun 27, 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 2, 2016	SSEYX vs FLCPX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	Sep 17, 2014	SSEYX vs SSSYX

Best Risk-Adjusted Alternatives to SSEYX

Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	94	Nov 12, 2001	SSEYX vs VPMAX
POGSX	Pin Oak Equity	92	Aug 3, 1992	SSEYX vs POGSX
SGOIX	First Eagle Overseas Fund Class I	92	—	SSEYX vs SGOIX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	91	Jan 2, 1990	SSEYX vs PAGRX
DFIEX	DFA International Core Equity Portfolio I	90	Sep 15, 2005	SSEYX vs DFIEX

Top Performing SSEYX Alternatives (YTD)

SSEYX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
YFSIX	AMG Yacktman Global Fund	9.95%	Jan 30, 2017	SSEYX vs YFSIX
GQEIX	GQG Partners US Select Quality Equity Fund	9.61%	Sep 28, 2018	SSEYX vs GQEIX
NWAUX	Nationwide GQG US Quality Equity Fund	9.49%	Jan 24, 2021	SSEYX vs NWAUX
MUHLX	Muhlenkamp Fund	9.11%	Nov 1, 1988	SSEYX vs MUHLX
POGSX	Pin Oak Equity	8.02%	Aug 3, 1992	SSEYX vs POGSX

Lowest Volatility Alternatives to SSEYX

SSEYX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.66%	Jun 28, 2013	SSEYX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	8.01%	Mar 28, 2021	SSEYX vs SVPFX
FEQHX	Fidelity Hedged Equity Fund	11.04%	Sep 8, 2022	SSEYX vs FEQHX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	11.08%	Mar 20, 2025	SSEYX vs FGJEX
TANDX	Castle Tandem Fund	12.04%	Mar 15, 2019	SSEYX vs TANDX

Lowest Drawdown Alternatives to SSEYX

SSEYX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	Jun 28, 2013	SSEYX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-5.22%	Mar 28, 2021	SSEYX vs SVPFX
FEQHX	Fidelity Hedged Equity Fund	-7.40%	Sep 8, 2022	SSEYX vs FEQHX
GQEIX	GQG Partners US Select Quality Equity Fund	-8.30%	Sep 28, 2018	SSEYX vs GQEIX
FNSTX	Fidelity Infrastructure Fund	-8.43%	Nov 5, 2019	SSEYX vs FNSTX

Other Mutual Funds from State Street

Most popular State Street mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	43	-4.37%	Dec 30, 1992	SSEYX vs SVSPX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	87	1.29%	Sep 17, 2014	SSEYX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	47	-6.72%	May 27, 1935	SSEYX vs ELFNX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	51	-6.11%	Dec 31, 1979	SSEYX vs SSAQX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	52	0.02%	Sep 19, 2014	SSEYX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	86	1.26%	Sep 17, 2014	SSEYX vs SSGJX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	27	-0.57%	Jan 1, 1980	SSEYX vs ELFTX
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	78	-0.72%	Sep 29, 2014	SSEYX vs SSBWX
SSMKX	State Street Small/Mid Cap Equity Index Fund	Mid Cap Blend Equities	51	-1.19%	Aug 12, 2015	SSEYX vs SSMKX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	73	2.41%	May 29, 2015	SSEYX vs SSHQX

Often Compared With SSEYX

What investors most often compare with SSEYX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	60	-3.66%	Sep 7, 2010	SSEYX vs VOO
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	-3.65%	Jan 22, 1993	SSEYX vs SPY
MXVIX	Great-West S&P 500 Index Fund	Large Cap Blend Equities	51	-4.44%	Sep 8, 2003	SSEYX vs MXVIX
RWMGX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	50	-3.10%	—	SSEYX vs RWMGX
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	59	-4.39%	May 19, 1997	SSEYX vs SWPPX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	59	-3.29%	Jun 27, 2016	SSEYX vs VTI
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	65	-4.76%	Mar 10, 1999	SSEYX vs QQQ
SSMHX	State Street Small/Mid Cap Equity Index Portfolio	Mid Cap Growth Equities	51	-1.18%	Aug 11, 2015	SSEYX vs SSMHX
FCNTX	Fidelity Contrafund Fund	Large Cap Growth Equities	62	-5.35%	May 17, 1967	SSEYX vs FCNTX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	45	-7.99%	Dec 1, 1973	SSEYX vs RGAGX
VONG	Vanguard Russell 1000 Growth ETF	Large Cap Growth Equities	45	-8.97%	Sep 20, 2010	SSEYX vs VONG
SIVIX	State Street Institutional Small-Cap Equity Fund	Small Cap Blend Equities	13	-1.09%	Aug 3, 1998	SSEYX vs SIVIX
AMRMX	American Funds American Mutual Fund Class A	Large Cap Blend Equities	44	-1.34%	Feb 21, 1950	SSEYX vs AMRMX
SPYM	State Street SPDR Portfolio S&P 500 ETF	S&P 500	60	-3.63%	Nov 8, 2005	SSEYX vs SPYM
TMLCX	SEI Institutional Managed Trust Tax Managed Large ...	Large Cap Blend Equities	54	-2.58%	Mar 5, 1998	SSEYX vs TMLCX
VLACX	Vanguard Large Cap Index Fund	Large Cap Blend Equities	55	-4.81%	Jan 27, 2004	SSEYX vs VLACX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	60	-3.98%	—	SSEYX vs FZROX
MIGYX	Invesco Main Street Fund Class Y	Large Cap Blend Equities	21	-6.93%	Nov 1, 1996	SSEYX vs MIGYX
PAXLX	PAX LARGE CAP FUND	Large Cap Blend Equities	21	-8.26%	Dec 16, 2016	SSEYX vs PAXLX
SEECX	Crossmark Steward Values-Focused Large Cap Enhance...	Large Cap Blend Equities	50	-4.72%	Oct 1, 2004	SSEYX vs SEECX

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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State Street Equity 500 Index II Portfolio

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