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 | |
|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Class G | 0.01% | — | Jul 2019 | SSSYX vs BSPGX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | SSSYX vs VIIIX | |
| Fidelity 500 Index Fund | 0.02% | — | Feb 1988 | SSSYX vs FXAIX | |
| Schwab S&P 500 Index Fund | 0.02% | 145.69B | May 1997 | SSSYX vs SWPPX | |
| 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 5 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 66.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Institutional Investments Trust S&P 500 Index ... | 66 | — | Dec 2013 | SSSYX vs SPINX | |
| Principal Large Cap S&P 500 Index Fund Institution... | 65 | — | Mar 2001 | SSSYX vs PLFIX | |
| Vanguard Institutional Index Fund Institutional Pl... | 65 | 355.20B | Jul 1997 | SSSYX vs VIIIX | |
| iShares S&P 500 Index Fund Class G | 65 | — | Jul 2019 | SSSYX vs BSPGX | |
| Vanguard Institutional Index Fund Institutional Sh... | 65 | 355.20B | Jul 1990 | SSSYX vs VINIX |
Top Performing SSSYX Alternatives (YTD)
SSSYX is at 11.34% YTD. There are 4 mutual funds in the S&P 500 category with higher YTD returns, going as high as 16.23%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Monthly S&P 500 Bull 1.75X Fund | 16.23% | — | May 2006 | SSSYX vs DXSLX | |
| Invesco Equally-Weighted S&P 500 Fund | 12.75% | — | Jul 1997 | SSSYX vs VADDX | |
| Victory 500 Index Fund | 11.49% | — | May 2002 | SSSYX vs USPRX | |
| Schwab S&P 500 Index Fund | 11.35% | 145.69B | May 1997 | SSSYX vs SWPPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 11.34% | 355.20B | Jul 1997 | SSSYX vs VIIIX |
Lowest Volatility Alternatives to SSSYX
SSSYX has 12.51% 1-year volatility. There are 6 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 11.05%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 11.05% | — | Sep 2017 | SSSYX vs KNGLX | |
| Invesco Equally-Weighted S&P 500 Fund | 11.84% | — | Jul 1997 | SSSYX vs VADDX | |
| Shelton Capital Management S&P 500 Index Fund | 12.46% | — | Apr 1992 | SSSYX vs SPFIX | |
| CYBER HORNET S&P 500 | 12.49% | — | Mar 2017 | SSSYX vs INDEX | |
| Principal LargeCap S&P 500 Index Fund Class A | 12.49% | — | Feb 2001 | SSSYX vs PLSAX |
Lowest Drawdown Alternatives to SSSYX
SSSYX has a 1-year max drawdown of -8.88%. There is 1 mutual fund in the S&P 500 category with a shallower 1-year drawdown, going as shallow as -7.88%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Equally-Weighted S&P 500 Fund | -7.88% | — | Jul 1997 | SSSYX vs VADDX | |
| Fidelity 500 Index Fund | -8.89% | — | Feb 1988 | SSSYX vs FXAIX | |
| Schwab S&P 500 Index Fund | -8.89% | 145.69B | May 1997 | SSSYX vs SWPPX | |
| Vanguard Institutional Index Fund Institutional Pl... | -8.90% | 355.20B | Jul 1997 | SSSYX vs VIIIX | |
| iShares S&P 500 Index Fund Class K | -8.90% | — | Jul 1993 | SSSYX vs WFSPX |
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 | 79 | 10.79% | — | Dec 1992 | SSSYX vs SVSPX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 64 | 11.34% | — | Aug 2014 | SSSYX vs SSEYX | |
| State Street Global All Cap Equity ex-U.S.Index Po... | Foreign Large Cap Equities | 61 | 13.12% | — | Sep 2014 | SSSYX vs SSGVX | |
| Elfun Trusts | Large Cap Growth Equities | 33 | 7.25% | — | May 1935 | SSSYX vs ELFNX | |
| State Street Aggregate Bond Index Portfolio | Intermediate Core Bond | 21 | 0.15% | — | Sep 2014 | SSSYX vs SSAFX | |
| State Street Global All Cap Equity ex-U.S. Index F... | Foreign Large Cap Equities | 60 | 13.05% | — | Sep 2014 | SSSYX vs SSGJX | |
| State Street Hedged International Developed Equity... | Foreign Large Cap Equities | 80 | 13.10% | — | May 2015 | SSSYX vs SSHQX | |
| State Street U.S. Core Equity Fund | Large Cap Blend Equities | 42 | 8.26% | — | Dec 1979 | SSSYX vs SSAQX | |
| Elfun Income Fund | Intermediate Core-Plus Bond | 14 | -0.38% | — | Dec 1984 | SSSYX vs EINFX | |
| Elfun Tax Exempt Income Fund | Municipal Bonds | 77 | 1.72% | — | Jan 1980 | SSSYX vs ELFTX |
Often Compared With SSSYX
Investors most often compare SSSYX with SPY, VOO, RGAGX. These 20 comparison targets span 10 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