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 20 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | SSFDX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | SSFDX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | SSFDX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | SSFDX vs QDVBX | |
| 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 23. There are 24 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 57.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 57 | — | Mar 2006 | SSFDX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 54 | — | Oct 2011 | SSFDX vs STWTX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 47 | — | Aug 1995 | SSFDX vs PCGTX | |
| Manning & Napier Credit Series | 40 | — | Apr 2020 | SSFDX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 35 | — | May 2023 | SSFDX vs FSMOX |
Top Performing SSFDX Alternatives (YTD)
SSFDX is at 0.46% YTD. There are 18 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.63% | — | Aug 1995 | SSFDX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.36% | — | Mar 2006 | SSFDX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.18% | — | Oct 2011 | SSFDX vs STWTX | |
| Dupree Taxable Municipal Bond Fund | 1.01% | — | Nov 2010 | SSFDX vs DUTMX | |
| MassMutual Core Bond Fund | 0.74% | — | Sep 1994 | SSFDX vs MCBDX |
Lowest Volatility Alternatives to SSFDX
SSFDX has 3.69% 1-year volatility. There are 16 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.49%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | SSFDX vs BIMIX | |
| Fidelity Education Income Fund | 2.50% | — | Mar 2021 | SSFDX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.50% | — | Sep 2000 | SSFDX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.60% | — | Aug 2016 | SSFDX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.75% | — | Aug 2000 | SSFDX vs JIBEX |
Lowest Drawdown Alternatives to SSFDX
SSFDX has a 1-year max drawdown of -2.75%. There are 21 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 | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | SSFDX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | SSFDX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | SSFDX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | SSFDX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | SSFDX vs FTHRX |
Other Mutual Funds from State Street
The 10 most viewed State Street mutual funds shown here include SSSYX, SVSPX, SSEYX and span 6 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 | 52 | 8.21% | — | Sep 2014 | SSFDX vs SSSYX | |
| State Street S&P 500 Index Fund Class N | Large Cap Blend Equities | 70 | 7.87% | — | Dec 1992 | SSFDX vs SVSPX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 52 | 8.21% | — | Aug 2014 | SSFDX vs SSEYX | |
| State Street Global All Cap Equity ex-U.S.Index Po... | Foreign Large Cap Equities | 59 | 12.99% | — | Sep 2014 | SSFDX vs SSGVX | |
| Elfun Trusts | Large Cap Growth Equities | 27 | 2.60% | — | May 1935 | SSFDX vs ELFNX | |
| State Street Global All Cap Equity ex-U.S. Index F... | Foreign Large Cap Equities | 60 | 12.92% | — | Sep 2014 | SSFDX vs SSGJX | |
| State Street Hedged International Developed Equity... | Foreign Large Cap Equities | 72 | 12.01% | — | May 2015 | SSFDX vs SSHQX | |
| Elfun Income Fund | Intermediate Core-Plus Bond | 14 | -0.17% | — | Dec 1984 | SSFDX vs EINFX | |
| State Street U.S. Core Equity Fund | Large Cap Blend Equities | 35 | 4.57% | — | Dec 1979 | SSFDX vs SSAQX | |
| Elfun Tax Exempt Income Fund | Municipal Bonds | 71 | 1.52% | — | Jan 1980 | SSFDX vs ELFTX |
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.
Compare SSFDX with Any Fund or Stock
Compare SSFDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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