State Street Global All Cap Equity ex-U.S.Index Portfolio (SSGVX) belongs to the Foreign Large Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SSGVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SSGVX
SSGVX charges 0.05% annually. There are 8 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | SSGVX vs FSGEX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | SSGVX vs FSOSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | SSGVX vs FINVX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | SSGVX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | SSGVX vs FHLFX |
Best Risk-Adjusted Alternatives to SSGVX
SSGVX has a PortfoliosLab risk / return rank of 71. There are 45 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Touchstone International Equity Fund | 94 | — | Mar 1993 | SSGVX vs SWRLX | |
| American Beacon Tocqueville International Value Fu... | 94 | — | Aug 1994 | SSGVX vs TIVFX | |
| Dunham International Stock Fund | 92 | — | Dec 2004 | SSGVX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 91 | — | Jul 1998 | SSGVX vs GTMIX | |
| Thornburg Global Opportunities Fund | 91 | — | Jul 2006 | SSGVX vs THOIX |
Top Performing SSGVX Alternatives (YTD)
SSGVX is at 15.66% YTD. There are 77 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 40.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 40.47% | — | Aug 1994 | SSGVX vs TIVFX | |
| Calamos International Growth Fund | 38.33% | — | Mar 2005 | SSGVX vs CIGIX | |
| John Hancock International Dynamic Growth Fund | 33.48% | — | May 2019 | SSGVX vs JIJIX | |
| Lord Abbett International Growth Fund | 33.43% | — | Jun 2021 | SSGVX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 32.58% | — | Apr 2019 | SSGVX vs FISZX |
Lowest Volatility Alternatives to SSGVX
SSGVX has 14.39% 1-year volatility. There are 104 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class Z | 8.76% | — | Feb 2017 | SSGVX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.76% | — | Sep 1996 | SSGVX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 8.76% | — | Nov 1997 | SSGVX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class M | 8.78% | — | Apr 1990 | SSGVX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 8.78% | — | Jul 1995 | SSGVX vs FAOIX |
Lowest Drawdown Alternatives to SSGVX
SSGVX has a 1-year max drawdown of -11.22%. There are 121 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | SSGVX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | SSGVX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | SSGVX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | SSGVX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | SSGVX vs FAOAX |
Other Mutual Funds from State Street
The 10 most viewed State Street mutual funds shown here include SSSYX, SVSPX, SSEYX and span 7 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 | 65 | 9.78% | — | Sep 2014 | SSGVX vs SSSYX | |
| State Street S&P 500 Index Fund Class N | Large Cap Blend Equities | 82 | 9.71% | — | Dec 1992 | SSGVX vs SVSPX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 64 | 9.78% | — | Aug 2014 | SSGVX vs SSEYX | |
| Elfun Trusts | Large Cap Growth Equities | 31 | 3.81% | — | May 1935 | SSGVX vs ELFNX | |
| State Street Aggregate Bond Index Portfolio | Intermediate Core Bond | 21 | 0.33% | — | Sep 2014 | SSGVX vs SSAFX | |
| State Street Global All Cap Equity ex-U.S. Index F... | Foreign Large Cap Equities | 70 | 15.59% | — | Sep 2014 | SSGVX vs SSGJX | |
| State Street Hedged International Developed Equity... | Foreign Large Cap Equities | 77 | 13.44% | — | May 2015 | SSGVX vs SSHQX | |
| Elfun Income Fund | Intermediate Core-Plus Bond | 14 | -0.27% | — | Dec 1984 | SSGVX vs EINFX | |
| State Street U.S. Core Equity Fund | Large Cap Blend Equities | 42 | 6.01% | — | Dec 1979 | SSGVX vs SSAQX | |
| Elfun Tax Exempt Income Fund | Municipal Bonds | 73 | 1.62% | — | Jan 1980 | SSGVX vs ELFTX |
Often Compared With SSGVX
Investors most often compare SSGVX with RERGX, MDIJX, SSKEX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare SSGVX with Any Fund or Stock
Compare SSGVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SSGVX with funds that move differently
State Street Global All Cap Equity ex-U.S.Index Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSGVX.
Explore SSGVX Diversifiers