State Street Institutional U.S. Equity Fund (SUSIX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to SUSIX

SUSIX charges 0.37% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among SUSIX alternatives.

Symbol	Name	Expense Ratio	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	Jun 27, 2016	SUSIX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	SUSIX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	SUSIX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	Feb 2, 2016	SUSIX vs FLCPX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	Sep 17, 2014	SUSIX vs SSSYX

Best Risk-Adjusted Alternatives to SUSIX

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
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	93	Nov 12, 2001	SUSIX vs VPMAX
POGSX	Pin Oak Equity	91	Aug 3, 1992	SUSIX vs POGSX
SGOIX	First Eagle Overseas Fund Class I	89	—	SUSIX vs SGOIX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	88	Jan 2, 1990	SUSIX vs PAGRX
DHAMX	Centre American Select Equity Fund	87	Dec 21, 2011	SUSIX vs DHAMX

Top Performing SUSIX Alternatives (YTD)

SUSIX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEIX	GQG Partners US Select Quality Equity Fund	9.81%	Sep 28, 2018	SUSIX vs GQEIX
NWAUX	Nationwide GQG US Quality Equity Fund	9.70%	Jan 24, 2021	SUSIX vs NWAUX
YFSIX	AMG Yacktman Global Fund	8.16%	Jan 30, 2017	SUSIX vs YFSIX
MUHLX	Muhlenkamp Fund	6.53%	Nov 1, 1988	SUSIX vs MUHLX
RCKSX	Rock Oak Core Growth Fund	6.05%	Dec 31, 2004	SUSIX vs RCKSX

Lowest Volatility Alternatives to SUSIX

SUSIX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.63%	Jun 28, 2013	SUSIX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	8.02%	Mar 28, 2021	SUSIX vs SVPFX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	10.78%	Mar 20, 2025	SUSIX vs FGJEX
FEQHX	Fidelity Hedged Equity Fund	10.94%	Sep 8, 2022	SUSIX vs FEQHX
QUERX	AQR Large Cap Defensive Style Fund Class R6	12.03%	Jul 9, 2012	SUSIX vs QUERX

Lowest Drawdown Alternatives to SUSIX

SUSIX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	Jun 28, 2013	SUSIX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-5.22%	Mar 28, 2021	SUSIX vs SVPFX
FEQHX	Fidelity Hedged Equity Fund	-7.40%	Sep 8, 2022	SUSIX vs FEQHX
FNSTX	Fidelity Infrastructure Fund	-8.43%	Nov 5, 2019	SUSIX vs FNSTX
GQEIX	GQG Partners US Select Quality Equity Fund	-8.67%	Sep 28, 2018	SUSIX vs GQEIX

Other Mutual Funds from State Street

Most popular State Street mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	30	-7.09%	Dec 30, 1992	SUSIX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	44	-7.05%	Aug 11, 2014	SUSIX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	82	-0.63%	Sep 17, 2014	SUSIX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	34	-9.40%	May 27, 1935	SUSIX vs ELFNX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	39	-8.81%	Dec 31, 1979	SUSIX vs SSAQX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	59	-0.18%	Sep 19, 2014	SUSIX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	82	-0.66%	Sep 17, 2014	SUSIX vs SSGJX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	36	-0.77%	Jan 1, 1980	SUSIX vs ELFTX
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	73	-2.15%	Sep 29, 2014	SUSIX vs SSBWX
SSMKX	State Street Small/Mid Cap Equity Index Fund	Mid Cap Blend Equities	38	-4.46%	Aug 12, 2015	SUSIX vs SSMKX

Often Compared With SUSIX

What investors most often compare with SUSIX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	65	-4.01%	Jun 27, 2016	SUSIX vs VTI
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	SUSIX vs SPY
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	86	-3.91%	Jan 2, 1990	SUSIX vs PAGDX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	45	-6.74%	May 31, 2001	SUSIX vs VITPX

Compare SUSIX with Any Fund or Stock

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

Symbol name

State Street Institutional U.S. Equity Fund

Symbol name