State Street Equity 500 Index Fund (STFAX) Alternatives
State Street Equity 500 Index Fund (STFAX) 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 STFAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to STFAX
STFAX charges 0.17% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among STFAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | STFAX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | STFAX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | STFAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | STFAX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | STFAX vs SSSYX |
Best Risk-Adjusted Alternatives to STFAX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | STFAX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | STFAX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | STFAX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | STFAX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | STFAX vs DHAMX |
Top Performing STFAX Alternatives (YTD)
STFAX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | STFAX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | STFAX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | STFAX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | STFAX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | STFAX vs RCKSX |
Lowest Volatility Alternatives to STFAX
STFAX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | STFAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | STFAX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | STFAX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | STFAX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | STFAX vs QUERX |
Lowest Drawdown Alternatives to STFAX
STFAX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | STFAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | STFAX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | STFAX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | STFAX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | STFAX vs GQEIX |
Other Mutual Funds from State Street
Most popular State Street mutual funds on PortfoliosLab, across asset classes.
Often Compared With STFAX
What investors most often compare with STFAX, based on PortfoliosLab usage data.
Compare STFAX with Any Fund or Stock
Compare STFAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.