State Street Institutional U.S. Equity Fund (SUSIX) 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 SUSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SUSIX
SUSIX charges 0.37% annually. There are 100 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% | — | — | SUSIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SUSIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SUSIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SUSIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | SUSIX vs SSSYX |
Best Risk-Adjusted Alternatives to SUSIX
SUSIX has a PortfoliosLab risk / return rank of 50. There are 249 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 | SUSIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | SUSIX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | SUSIX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | SUSIX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | SUSIX vs GTLOX |
Top Performing SUSIX Alternatives (YTD)
SUSIX is at 7.98% YTD. There are 289 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 | SUSIX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | SUSIX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | SUSIX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | SUSIX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | SUSIX vs IGIAX |
Lowest Volatility Alternatives to SUSIX
SUSIX has 11.98% 1-year volatility. There are 174 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 | SUSIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | SUSIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | SUSIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | SUSIX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | SUSIX vs FULVX |
Lowest Drawdown Alternatives to SUSIX
SUSIX has a 1-year max drawdown of -10.69%. There are 307 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 | SUSIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SUSIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SUSIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SUSIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SUSIX 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 | SUSIX vs SVSPX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 72 | 11.70% | — | Aug 2014 | SUSIX vs SSEYX | |
| State Street Global All Cap Equity ex-U.S.Index Po... | Foreign Large Cap Equities | 62 | 14.99% | — | Sep 2014 | SUSIX vs SSGVX | |
| Elfun Trusts | Large Cap Growth Equities | 42 | 6.95% | — | May 1935 | SUSIX vs ELFNX | |
| State Street Aggregate Bond Index Portfolio | Intermediate Core Bond | 26 | 0.42% | — | Sep 2014 | SUSIX vs SSAFX | |
| State Street Global All Cap Equity ex-U.S. Index F... | Foreign Large Cap Equities | 62 | 14.94% | — | Sep 2014 | SUSIX vs SSGJX | |
| State Street U.S. Core Equity Fund | Large Cap Blend Equities | 51 | 8.01% | — | Dec 1979 | SUSIX vs SSAQX | |
| Elfun Income Fund | Intermediate Core-Plus Bond | 17 | 0.04% | — | Dec 1984 | SUSIX vs EINFX | |
| State Street Hedged International Developed Equity... | Foreign Large Cap Equities | 50 | 10.20% | — | May 2015 | SUSIX vs SSHQX | |
| State Street Target Retirement 2040 Fund | Target Retirement Date | 71 | 10.08% | — | Sep 2014 | SUSIX vs SSCNX |
Often Compared With SUSIX
Investors most often compare SUSIX with VTI, SPY, FEQHX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare SUSIX with Any Fund or Stock
Compare SUSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SUSIX with funds that move differently
State Street Institutional U.S. Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SUSIX.
Explore SUSIX Diversifiers