State Street Aggregate Bond Index Fund Class K (SSFEX) belongs to the Total Bond Market category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SSFEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SSFEX
SSFEX charges 0.03% annually. There are 3 mutual funds in the Total Bond Market category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market II Index Fund | 0.02% | — | — | SSFEX vs VTBNX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 394.40B | Sep 1995 | SSFEX vs VBTIX | |
| Fidelity U.S. Bond Index Fund | 0.03% | — | Mar 1990 | SSFEX vs FXNAX | |
| Fidelity Short-Term Bond Index Fund | 0.03% | — | Oct 2017 | SSFEX vs FNSOX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 394.40B | Feb 2010 | SSFEX vs VBMPX |
Best Risk-Adjusted Alternatives to SSFEX
SSFEX has a PortfoliosLab risk / return rank of 24. There are 62 mutual funds in the Total Bond Market category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 100 | — | Feb 2015 | SSFEX vs VUSFX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 99 | 15.70B | Feb 2015 | SSFEX vs VUBFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 99 | — | Oct 2008 | SSFEX vs JSOSX | |
| Fidelity Flex Conservative Income Bond Fund | 99 | — | May 2018 | SSFEX vs FJTDX | |
| Fidelity Conservative Income Bond Institutional Cl... | 99 | — | Mar 2011 | SSFEX vs FCNVX |
Top Performing SSFEX Alternatives (YTD)
SSFEX is at 0.62% YTD. There are 40 mutual funds in the Total Bond Market category with higher YTD returns, going as high as 3.48%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Strategic Income Fund Class Z | 3.48% | — | Oct 2018 | SSFEX vs FIWDX | |
| Fidelity Strategic Income Fund | 3.46% | — | Oct 1994 | SSFEX vs FADMX | |
| Fidelity Advisor Strategic Income Fund Class I | 3.44% | — | Jul 1995 | SSFEX vs FSRIX | |
| Fidelity Advisor Strategic Income Fund Class A | 3.36% | — | Sep 1996 | SSFEX vs FSTAX | |
| Fidelity Advisor Strategic Income Fund Class M | 3.36% | — | Oct 1994 | SSFEX vs FSIAX |
Lowest Volatility Alternatives to SSFEX
SSFEX has 3.67% 1-year volatility. There are 39 mutual funds in the Total Bond Market category with lower 1-year volatility, going as low as 0.60%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.60% | — | Feb 2015 | SSFEX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.68% | — | Oct 2008 | SSFEX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.78% | 15.70B | Feb 2015 | SSFEX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 1.18% | — | Mar 2011 | SSFEX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 1.27% | — | May 2018 | SSFEX vs FJTDX |
Lowest Drawdown Alternatives to SSFEX
SSFEX has a 1-year max drawdown of -2.75%. There are 41 mutual funds in the Total Bond Market category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Conservative Income Bond Institutional Cl... | -0.10% | — | Mar 2011 | SSFEX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | -0.10% | — | May 2018 | SSFEX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.25% | — | Feb 2015 | SSFEX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | -0.26% | — | Oct 2008 | SSFEX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | -0.30% | 15.70B | Feb 2015 | SSFEX vs VUBFX |
Other Mutual Funds from State Street
The 10 most viewed State Street mutual funds shown here include SSSYX, SVSPX, SSEYX and span 6 categories.
Often Compared With SSFEX
Investors most often compare SSFEX with VLGSX, DOXIX, SPY. These 16 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare SSFEX with Any Fund or Stock
Compare SSFEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SSFEX with funds that move differently
State Street Aggregate Bond Index Fund Class K alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSFEX.
Explore SSFEX Diversifiers