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
WBREOX	CIT: BlackRock Equity Index Fund Class 1	0.02%	—	Jul 2017	STFAX vs WBREOX

Best Risk-Adjusted Alternatives to STFAX

STFAX has a PortfoliosLab risk / return rank of 65. There are 141 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	96	—	Mar 2021	STFAX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	92	17.20B	Dec 2004	STFAX vs VPCCX
POGSX	Pin Oak Equity	92	—	Aug 1992	STFAX vs POGSX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	STFAX vs GTLOX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	90	92.00B	Nov 2001	STFAX vs VPMAX

Top Performing STFAX Alternatives (YTD)

STFAX is at 11.21% YTD. There are 165 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.55%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	26.55%	17.20B	Dec 2004	STFAX vs VPCCX
IGIAX	Integrity ESG Growth & Income Fund	25.50%	—	Jan 1995	STFAX vs IGIAX
POGRX	PRIMECAP Odyssey Growth Fund	25.47%	—	Nov 2004	STFAX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	23.05%	—	Dec 2015	STFAX vs RESGX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	22.83%	92.00B	Nov 2001	STFAX vs VPMAX

Lowest Volatility Alternatives to STFAX

STFAX has 12.54% 1-year volatility. There are 127 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.24%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.24%	—	Mar 2021	STFAX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	2.27%	—	Jun 2013	STFAX vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.24%	—	Jul 2012	STFAX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.26%	—	Jul 2012	STFAX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.71%	—	Aug 2018	STFAX vs JEPIX

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 -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	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	69	11.30%	—	Sep 2014	STFAX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	82	11.23%	—	Dec 1992	STFAX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	67	11.31%	—	Aug 2014	STFAX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	67	13.60%	—	Sep 2014	STFAX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	34	7.79%	—	May 1935	STFAX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	29	0.22%	—	Sep 2014	STFAX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	65	13.53%	—	Sep 2014	STFAX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	83	13.63%	—	May 2015	STFAX vs SSHQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	21	-0.27%	—	Dec 1984	STFAX vs EINFX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	44	8.53%	—	Dec 1979	STFAX vs SSAQX

Often Compared With STFAX

Investors most often compare STFAX with VOO, SSDWX, SPXL. These 20 comparison targets span 11 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	66	10.72%	1.70T	Sep 2010	STFAX vs VOO
SSDWX	State Street Target Retirement 2060 Fund	Target Retirement Date	69	11.36%	—	Sep 2014	STFAX vs SSDWX
SPXL	Direxion Daily S&P 500 Bull 3X ETF	Leveraged Equities, S&P 500	52	24.85%	6.98B	Nov 2008	STFAX vs SPXL
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	91	22.44%	98.55B	Oct 2011	STFAX vs SCHD
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	69	11.74%	2.30T	Nov 2000	STFAX vs VTSAX
FDFIX	Fidelity Flex 500 Index Fund	Large Cap Blend Equities	65	11.11%	—	Mar 2017	STFAX vs FDFIX
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	68	11.30%	—	Jul 1993	STFAX vs WFSPX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	23	8.63%	—	Dec 1973	STFAX vs RGAGX
QQQ	Invesco QQQ ETF	Nasdaq-100	53	15.19%	481.14B	Mar 1999	STFAX vs QQQ
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	66	11.20%	2.30T	May 2001	STFAX vs VTI
SSMKX	State Street Small/Mid Cap Equity Index Fund	Mid Cap Blend Equities	49	15.25%	—	Aug 2015	STFAX vs SSMKX
DODGX	Dodge & Cox Stock Fund Class I	Large Cap Value Equities	37	7.74%	—	Jan 1965	STFAX vs DODGX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	80	1.52%	—	Jan 1980	STFAX vs ELFTX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	23	8.56%	—	Dec 1973	STFAX vs GFFFX
PJFAX	PGIM Jennison Growth Fund	Large Cap Growth Equities	13	7.19%	—	Nov 1995	STFAX vs PJFAX
SGOIX	First Eagle Overseas Fund Class I	Large Cap Blend Equities, Foreign Large Cap Equities	64	8.46%	—	—	STFAX vs SGOIX
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	69	11.29%	145.69B	May 1997	STFAX vs SWPPX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	56	9.07%	—	Sep 2022	STFAX vs FEQHX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	63	10.06%	—	Mar 2025	STFAX vs FGJEX
GQEIX	GQG Partners US Select Quality Equity Fund	Large Cap Blend Equities	8	5.78%	—	Sep 2018	STFAX vs GQEIX

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