State Street Equity 500 Index Fund Class K (SSSYX) belongs to the Large Cap Blend Equities 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 are 4 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | SSSYX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SSSYX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SSSYX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SSSYX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.20T | Apr 2015 | SSSYX vs VSMPX |
Best Risk-Adjusted Alternatives to SSSYX
SSSYX has a PortfoliosLab risk / return rank of 73. There are 91 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | SSSYX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | SSSYX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | SSSYX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | SSSYX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | SSSYX vs GTLOX |
Top Performing SSSYX Alternatives (YTD)
SSSYX is at 11.69% YTD. There are 111 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.33% | 15.30B | Dec 2004 | SSSYX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | SSSYX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | SSSYX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | SSSYX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | SSSYX vs IGIAX |
Lowest Volatility Alternatives to SSSYX
SSSYX has 11.85% 1-year volatility. There are 120 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | SSSYX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | SSSYX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | SSSYX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | SSSYX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | SSSYX vs FULVX |
Lowest Drawdown Alternatives to SSSYX
SSSYX has a 1-year max drawdown of -8.88%. There are 123 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | SSSYX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SSSYX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SSSYX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SSSYX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SSSYX vs QUERX |
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 | |
|---|---|---|---|---|---|---|---|
| State Street S&P 500 Index Fund Class N | Large Cap Blend Equities | 88 | 11.63% | — | Dec 1992 | SSSYX vs SVSPX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 72 | 11.70% | — | Aug 2014 | SSSYX vs SSEYX | |
| State Street Global All Cap Equity ex-U.S.Index Po... | Foreign Large Cap Equities | 62 | 14.99% | — | Sep 2014 | SSSYX vs SSGVX | |
| Elfun Trusts | Large Cap Growth Equities | 42 | 6.95% | — | May 1935 | SSSYX vs ELFNX | |
| State Street Aggregate Bond Index Portfolio | Intermediate Core Bond | 26 | 0.42% | — | Sep 2014 | SSSYX vs SSAFX | |
| State Street Global All Cap Equity ex-U.S. Index F... | Foreign Large Cap Equities | 62 | 14.94% | — | Sep 2014 | SSSYX vs SSGJX | |
| State Street U.S. Core Equity Fund | Large Cap Blend Equities | 51 | 8.01% | — | Dec 1979 | SSSYX vs SSAQX | |
| Elfun Income Fund | Intermediate Core-Plus Bond | 17 | 0.04% | — | Dec 1984 | SSSYX vs EINFX | |
| State Street Target Retirement 2040 Fund | Target Retirement Date | 71 | 10.08% | — | Sep 2014 | SSSYX vs SSCNX | |
| State Street Hedged International Developed Equity... | Foreign Large Cap Equities | 50 | 10.20% | — | May 2015 | SSSYX vs SSHQX |
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.
Compare SSSYX with Any Fund or Stock
Compare SSSYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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