SSFDX Alternatives & Similar Mutual Funds

State Street Aggregate Bond Index Fund (SSFDX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SSFDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SSFDX

SSFDX charges 0.23% annually. There are 18 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FMBPX	Federated Hermes Mortgage Strategy Portfolio	0.02%	—	Dec 2007	SSFDX vs FMBPX
SSAFX	State Street Aggregate Bond Index Portfolio	0.02%	—	Sep 2014	SSFDX vs SSAFX
QDIBX	Fisher Investments Institutional Group Fixed Incom...	0.03%	—	Dec 2019	SSFDX vs QDIBX
QDVBX	Fisher Investments Institutional Group ESG Fixed I...	0.04%	—	Dec 2019	SSFDX vs QDVBX
WFBIX	iShares U.S. Aggregate Bond Index Fund	0.05%	—	Jul 1993	SSFDX vs WFBIX

Best Risk-Adjusted Alternatives to SSFDX

SSFDX has a PortfoliosLab risk / return rank of 26. There are 26 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 65.

Symbol	Name	Risk / Return Rank	AUM	Inception
LSSAX	Loomis Sayles Securitized Asset Fund	65	—	Mar 2006	SSFDX vs LSSAX
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	55	—	Aug 1995	SSFDX vs PCGTX
STWTX	Hartford Schroders Tax-Aware Bond Fund	49	—	Oct 2011	SSFDX vs STWTX
MCDWX	Manning & Napier Credit Series	44	—	Apr 2020	SSFDX vs MCDWX
DFXIX	DFA Diversified Fixed Income Portfolio	42	—	Aug 2016	SSFDX vs DFXIX

Top Performing SSFDX Alternatives (YTD)

SSFDX is at 0.42% YTD. There are 29 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 3.02%.

Symbol	Name	YTD Return	AUM	Inception
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	3.02%	—	Aug 1995	SSFDX vs PCGTX
LSSAX	Loomis Sayles Securitized Asset Fund	1.24%	—	Mar 2006	SSFDX vs LSSAX
STWTX	Hartford Schroders Tax-Aware Bond Fund	1.07%	—	Oct 2011	SSFDX vs STWTX
FSMOX	Fidelity SAI Investment Grade Securitized Fund	0.98%	—	May 2023	SSFDX vs FSMOX
DFXIX	DFA Diversified Fixed Income Portfolio	0.94%	—	Aug 2016	SSFDX vs DFXIX

Lowest Volatility Alternatives to SSFDX

SSFDX has 3.74% 1-year volatility. There are 14 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.47%.

Symbol	Name	Volatility 1Y	AUM	Inception
FEDUX	Fidelity Education Income Fund	2.47%	—	Mar 2021	SSFDX vs FEDUX
BIMIX	Baird Intermediate Bond Fund Class Institutional	2.49%	—	Sep 2000	SSFDX vs BIMIX
BIMSX	Baird Intermediate Bond Fund	2.53%	—	Sep 2000	SSFDX vs BIMSX
DFXIX	DFA Diversified Fixed Income Portfolio	2.61%	—	Aug 2016	SSFDX vs DFXIX
JIBEX	Johnson Institutional Intermediate Bond Fund	2.73%	—	Aug 2000	SSFDX vs JIBEX

Lowest Drawdown Alternatives to SSFDX

SSFDX has a 1-year max drawdown of -2.75%. There are 19 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DFXIX	DFA Diversified Fixed Income Portfolio	-1.69%	—	Aug 2016	SSFDX vs DFXIX
FEDUX	Fidelity Education Income Fund	-1.72%	—	Mar 2021	SSFDX vs FEDUX
BIMSX	Baird Intermediate Bond Fund	-1.87%	—	Sep 2000	SSFDX vs BIMSX
BIMIX	Baird Intermediate Bond Fund Class Institutional	-2.07%	—	Sep 2000	SSFDX vs BIMIX
CRAIX	CCM Community Impact Bond Fund	-2.15%	—	Aug 1999	SSFDX vs CRAIX

Other Mutual Funds from State Street

The 10 most viewed State Street mutual funds shown here include SSSYX, SVSPX, SSEYX and span 5 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SSSYX	State Street Equity 500 Index Fund Class K	Large Cap Blend Equities	73	11.69%	—	Sep 2014	SSFDX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	88	11.63%	—	Dec 1992	SSFDX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	72	11.70%	—	Aug 2014	SSFDX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	62	14.99%	—	Sep 2014	SSFDX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	42	6.95%	—	May 1935	SSFDX vs ELFNX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	62	14.94%	—	Sep 2014	SSFDX vs SSGJX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	51	8.01%	—	Dec 1979	SSFDX vs SSAQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	17	0.04%	—	Dec 1984	SSFDX vs EINFX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	50	10.20%	—	May 2015	SSFDX vs SSHQX
SSCNX	State Street Target Retirement 2040 Fund	Target Retirement Date	71	10.08%	—	Sep 2014	SSFDX vs SSCNX

Often Compared With SSFDX

Investors most often compare SSFDX with FXNAX, FIPDX, BND. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FXNAX	Fidelity U.S. Bond Index Fund	Total Bond Market	23	0.40%	—	Mar 1990	SSFDX vs FXNAX
FIPDX	Fidelity Inflation-Protected Bond Index Fund	Inflation-Protected Bonds	34	1.66%	—	May 2012	SSFDX vs FIPDX
BND	Vanguard Total Bond Market ETF	Total Bond Market	37	0.27%	389.80B	Apr 2007	SSFDX vs BND
VBTLX	Vanguard Total Bond Market Index Fund Admiral Shar...	Total Bond Market	23	0.42%	389.80B	Nov 2001	SSFDX vs VBTLX
FMDGX	Fidelity Mid Cap Growth Index Fund	Mid Cap Growth Equities	6	4.88%	—	Jul 2019	SSFDX vs FMDGX
TRLGX	T. Rowe Price Large-Cap Growth Fund	Large Cap Growth Equities	18	5.12%	—	Oct 2001	SSFDX vs TRLGX
PTTRX	PIMCO Total Return Fund Institutional Class	Total Bond Market	30	0.64%	—	—	SSFDX vs PTTRX
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	75	7.96%	—	Sep 2014	SSFDX vs SSBWX
SSMKX	State Street Small/Mid Cap Equity Index Fund	Mid Cap Blend Equities	48	14.17%	—	Aug 2015	SSFDX vs SSMKX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	70	1.52%	—	Jan 1980	SSFDX vs ELFTX
PRCIX	T. Rowe Price New Income Fund	Intermediate Core Bond	34	0.13%	—	Aug 1973	SSFDX vs PRCIX
DUTMX	Dupree Taxable Municipal Bond Fund	Intermediate Core Bond	19	0.88%	—	Nov 2010	SSFDX vs DUTMX
UMMGX	Columbia Bond Fund	Intermediate Core Bond	—	—	—	Jan 1986	SSFDX vs UMMGX
TCPYX	Touchstone Impact Bond Fund	Intermediate Core Bond	25	0.53%	—	Nov 1991	SSFDX vs TCPYX
OWFIX	Old Westbury Fixed Income Fund	Intermediate Core Bond	23	0.00%	—	Mar 1998	SSFDX vs OWFIX
SSMHX	State Street Small/Mid Cap Equity Index Portfolio	Mid Cap Growth Equities	49	14.18%	—	Aug 2015	SSFDX vs SSMHX
NMKBX	North Square McKee Bond Fund	Intermediate Core Bond	27	0.49%	—	Dec 2020	SSFDX vs NMKBX
PRSCX	T. Rowe Price Science And Technology Fund	Technology Equities	91	41.41%	—	Sep 1987	SSFDX vs PRSCX
DFFVX	DFA U.S. Targeted Value Portfolio	Small Cap Value Equities	56	14.56%	—	Feb 2000	SSFDX vs DFFVX
VEIRX	Vanguard Equity Income Fund Admiral Shares	Large Cap Value Equities	67	9.73%	66.00B	Aug 2001	SSFDX vs VEIRX

Compare SSFDX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair SSFDX with funds that move differently

State Street Aggregate Bond Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSFDX.

Explore SSFDX Diversifiers

State Street Aggregate Bond Index Fund (SSFDX) Alternatives