STFAX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to STFAX

STFAX charges 0.17% annually. There are 57 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
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	STFAX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	STFAX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	STFAX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	STFAX vs FLCPX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	0.02%	—	Aug 2015	STFAX vs BKTSX

Best Risk-Adjusted Alternatives to STFAX

STFAX has a PortfoliosLab risk / return rank of 56. There are 113 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	95	17.20B	Dec 2004	STFAX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	92	92.00B	Nov 2001	STFAX vs VPMAX
POSKX	PrimeCap Odyssey Stock Fund	92	—	Nov 2004	STFAX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	89	—	Feb 2004	STFAX vs GTLOX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	89	—	Dec 2015	STFAX vs RESGX

Top Performing STFAX Alternatives (YTD)

STFAX is at 8.13% YTD. There are 163 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.27%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	30.27%	17.20B	Dec 2004	STFAX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	25.44%	92.00B	Nov 2001	STFAX vs VPMAX
POSKX	PrimeCap Odyssey Stock Fund	24.51%	—	Nov 2004	STFAX vs POSKX
IGIAX	Integrity ESG Growth & Income Fund	24.37%	—	Jan 1995	STFAX vs IGIAX
ALSMX	Archer Multi Cap Fund	24.19%	—	Dec 2019	STFAX vs ALSMX

Lowest Volatility Alternatives to STFAX

STFAX has 12.56% 1-year volatility. There are 129 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.28%	—	Jun 2013	STFAX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.40%	—	Mar 2021	STFAX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.39%	—	Jul 2012	STFAX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.41%	—	Jul 2012	STFAX vs AUEIX
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	8.58%	—	May 2015	STFAX vs FSUVX

Lowest Drawdown Alternatives to STFAX

STFAX has a 1-year max drawdown of -8.91%. There are 144 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-1.33%	—	Mar 2021	STFAX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	STFAX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	STFAX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	STFAX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	STFAX vs QUERX

Other Mutual Funds from State Street

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	52	8.21%	—	Sep 2014	STFAX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	70	7.87%	—	Dec 1992	STFAX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	52	8.21%	—	Aug 2014	STFAX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	59	12.99%	—	Sep 2014	STFAX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	27	2.60%	—	May 1935	STFAX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	22	0.45%	—	Sep 2014	STFAX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	60	12.92%	—	Sep 2014	STFAX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	72	12.01%	—	May 2015	STFAX vs SSHQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	14	-0.17%	—	Dec 1984	STFAX vs EINFX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	35	4.57%	—	Dec 1979	STFAX vs SSAQX

Often Compared With STFAX

Investors most often compare STFAX with VOO, SPXL, SSDWX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	60	8.08%	1.70T	Sep 2010	STFAX vs VOO
SPXL	Direxion Daily S&P 500 Bull 3X ETF	Leveraged Equities, S&P 500	48	17.05%	6.63B	Nov 2008	STFAX vs SPXL
SSDWX	State Street Target Retirement 2060 Fund	Target Retirement Date	64	9.93%	—	Sep 2014	STFAX vs SSDWX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	77	16.62%	99.95B	Oct 2011	STFAX vs SCHD
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	52	8.85%	2.30T	Nov 2000	STFAX vs VTSAX
FDFIX	Fidelity Flex 500 Index Fund	Large Cap Blend Equities	49	8.05%	—	Mar 2017	STFAX vs FDFIX
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	52	8.19%	—	Jul 1993	STFAX vs WFSPX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	23	6.52%	—	Dec 1973	STFAX vs RGAGX
QQQ	Invesco QQQ ETF	Nasdaq-100	59	15.95%	493.17B	Mar 1999	STFAX vs QQQ
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	60	8.80%	2.30T	May 2001	STFAX vs VTI
SSMKX	State Street Small/Mid Cap Equity Index Fund	Mid Cap Blend Equities	46	14.15%	—	Aug 2015	STFAX vs SSMKX
DODGX	Dodge & Cox Stock Fund Class I	Large Cap Value Equities	17	2.74%	—	Jan 1965	STFAX vs DODGX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	23	6.45%	—	Dec 1973	STFAX vs GFFFX
PJFAX	PGIM Jennison Growth Fund	Large Cap Growth Equities	10	2.39%	—	Nov 1995	STFAX vs PJFAX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	71	1.52%	—	Jan 1980	STFAX vs ELFTX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	45	6.58%	—	Sep 2022	STFAX vs FEQHX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	52	7.04%	—	Mar 2025	STFAX vs FGJEX
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	52	8.21%	143.85B	May 1997	STFAX vs SWPPX
GQEIX	GQG Partners US Select Quality Equity Fund	Large Cap Blend Equities	5	4.78%	—	Sep 2018	STFAX vs GQEIX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	86	20.94%	—	Dec 2011	STFAX vs DHAMX

Compare STFAX with Any Fund or Stock

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

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Diversifiers

Pair STFAX with funds that move differently

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

Explore STFAX Diversifiers

State Street Equity 500 Index Fund (STFAX) Alternatives