SSSYX Alternatives & Similar Mutual Funds

State Street Equity 500 Index Fund Class K (SSSYX) belongs to the S&P 500 category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SSSYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SSSYX

SSSYX charges 0.02% annually. There is 1 mutual fund in the S&P 500 category with a lower expense ratio, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	—	Jul 2019	SSSYX vs BSPGX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	0.02%	355.20B	Jul 1997	SSSYX vs VIIIX
SWPPX	Schwab S&P 500 Index Fund	0.02%	143.85B	May 1997	SSSYX vs SWPPX
FXAIX	Fidelity 500 Index Fund	0.02%	—	Feb 1988	SSSYX vs FXAIX
WFSPX	iShares S&P 500 Index Fund Class K	0.03%	—	Jul 1993	SSSYX vs WFSPX

Best Risk-Adjusted Alternatives to SSSYX

SSSYX has a PortfoliosLab risk / return rank of 65. There are 4 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 65.

Symbol	Name	Risk / Return Rank	AUM	Inception
SPINX	SEI Institutional Investments Trust S&P 500 Index ...	65	—	Dec 2013	SSSYX vs SPINX
FXAIX	Fidelity 500 Index Fund	65	—	Feb 1988	SSSYX vs FXAIX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	65	355.20B	Jul 1997	SSSYX vs VIIIX
VINIX	Vanguard Institutional Index Fund Institutional Sh...	65	355.20B	Jul 1990	SSSYX vs VINIX
WFSPX	iShares S&P 500 Index Fund Class K	65	—	Jul 1993	SSSYX vs WFSPX

Top Performing SSSYX Alternatives (YTD)

SSSYX is at 9.78% YTD. There are 4 mutual funds in the S&P 500 category with higher YTD returns, going as high as 13.76%.

Symbol	Name	YTD Return	AUM	Inception
DXSLX	Direxion Monthly S&P 500 Bull 1.75X Fund	13.76%	—	May 2006	SSSYX vs DXSLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	10.27%	—	Jul 1997	SSSYX vs VADDX
USPRX	Victory 500 Index Fund	10.00%	—	May 2002	SSSYX vs USPRX
FXAIX	Fidelity 500 Index Fund	9.79%	—	Feb 1988	SSSYX vs FXAIX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	9.78%	355.20B	Jul 1997	SSSYX vs VIIIX

Lowest Volatility Alternatives to SSSYX

SSSYX has 12.49% 1-year volatility. There are 9 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 9.33%.

Symbol	Name	Volatility 1Y	AUM	Inception
PUTW	WisdomTree Equity Premium Income Fund	9.33%	236.88M	Feb 2016	SSSYX vs PUTW
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	10.86%	—	Sep 2017	SSSYX vs KNGLX
VADDX	Invesco Equally-Weighted S&P 500 Fund	11.93%	—	Jul 1997	SSSYX vs VADDX
SPFIX	Shelton Capital Management S&P 500 Index Fund	12.45%	—	Apr 1992	SSSYX vs SPFIX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	12.45%	—	Nov 2005	SSSYX vs SPXX

Lowest Drawdown Alternatives to SSSYX

SSSYX has a 1-year max drawdown of -8.88%. There are 2 mutual funds in the S&P 500 category with shallower 1-year drawdowns, going as shallow as -7.15%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PUTW	WisdomTree Equity Premium Income Fund	-7.15%	236.88M	Feb 2016	SSSYX vs PUTW
VADDX	Invesco Equally-Weighted S&P 500 Fund	-7.88%	—	Jul 1997	SSSYX vs VADDX
SWPPX	Schwab S&P 500 Index Fund	-8.89%	143.85B	May 1997	SSSYX vs SWPPX
FXAIX	Fidelity 500 Index Fund	-8.89%	—	Feb 1988	SSSYX vs FXAIX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	-8.90%	355.20B	Jul 1997	SSSYX vs VIIIX

Other Mutual Funds from State Street

The 10 most viewed State Street mutual funds shown here include SVSPX, SSEYX, SSGVX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	82	9.71%	—	Dec 1992	SSSYX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	64	9.78%	—	Aug 2014	SSSYX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	71	15.66%	—	Sep 2014	SSSYX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	31	3.81%	—	May 1935	SSSYX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	21	0.33%	—	Sep 2014	SSSYX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	70	15.59%	—	Sep 2014	SSSYX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	77	13.44%	—	May 2015	SSSYX vs SSHQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	14	-0.27%	—	Dec 1984	SSSYX vs EINFX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	42	6.01%	—	Dec 1979	SSSYX vs SSAQX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	73	1.62%	—	Jan 1980	SSSYX vs ELFTX

Often Compared With SSSYX

Investors most often compare SSSYX with SPY, VOO, RGAGX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	SSSYX vs SPY
VOO	Vanguard S&P 500 ETF	S&P 500	59	8.19%	1.70T	Sep 2010	SSSYX vs VOO
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	30	8.89%	—	Dec 1973	SSSYX vs RGAGX
VIMAX	Vanguard Mid-Cap Index Fund Admiral Shares	Mid Cap Blend Equities	37	11.32%	218.80B	Nov 2001	SSSYX vs VIMAX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	59	8.82%	2.30T	May 2001	SSSYX vs VTI
FUIPX	Fidelity Freedom Index 2060 Fund	Target Retirement Date	70	11.94%	—	Jun 2020	SSSYX vs FUIPX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	80	13.03%	—	Jul 1987	SSSYX vs OIEJX
SPYG	State Street SPDR Portfolio S&P 500 Growth ETF	S&P 500, Large Cap Growth Equities	45	8.70%	52.13B	Sep 2000	SSSYX vs SPYG
VSMPX	Vanguard Total Stock Market Index Fund Institution...	Large Cap Blend Equities	65	10.35%	2.30T	Apr 2015	SSSYX vs VSMPX
BLK	BlackRock, Inc.		46	-4.07%	—	—	SSSYX vs BLK
LRGC	AB US Large Cap Strategic Equities ETF	Large Cap Blend Equities	49	5.99%	1.25B	Sep 2023	SSSYX vs LRGC
FNSDX	Fidelity Freedom 2055 Fund Class K	Target Retirement Date	76	14.63%	—	Jul 2017	SSSYX vs FNSDX
PACJX	Putnam Retirement Advantage 2055 Fund	Target Retirement Date	75	10.70%	—	Dec 2019	SSSYX vs PACJX
MGRDX	MFS International Growth Fund R6	Foreign Large Cap Equities	10	2.38%	—	May 2006	SSSYX vs MGRDX
SSDDX	State Street Target Retirement 2045 Fund	Target Retirement Date	70	10.49%	—	Sep 2014	SSSYX vs SSDDX
SIVIX	State Street Institutional Small-Cap Equity Fund	Small Cap Blend Equities	22	12.30%	—	Aug 1998	SSSYX vs SIVIX
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	24	5.74%	393.80B	Nov 2000	SSSYX vs VIGAX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	Large Cap Blend Equities	76	9.78%	—	Jul 2017	SSSYX vs WBREOX
SSMKX	State Street Small/Mid Cap Equity Index Fund	Mid Cap Blend Equities	49	15.04%	—	Aug 2015	SSSYX vs SSMKX
AFIFX	American Funds Fundamental Investors Class F-1	Large Cap Blend Equities	68	14.21%	—	Mar 2001	SSSYX vs AFIFX

Compare SSSYX with Any Fund or Stock

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

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Diversifiers

Pair SSSYX with funds that move differently

State Street Equity 500 Index Fund Class K alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSSYX.

Explore SSSYX Diversifiers

State Street Equity 500 Index Fund Class K (SSSYX) Alternatives