SUSIX Alternatives & Similar Mutual Funds

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 101 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
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	SUSIX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	SUSIX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	SUSIX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	SUSIX vs FLCPX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	0.02%	—	Jul 2017	SUSIX vs WBREOX

Best Risk-Adjusted Alternatives to SUSIX

SUSIX has a PortfoliosLab risk / return rank of 40. There are 280 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	SUSIX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	92	17.20B	Dec 2004	SUSIX vs VPCCX
POGSX	Pin Oak Equity	92	—	Aug 1992	SUSIX vs POGSX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	SUSIX vs GTLOX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	90	92.00B	Nov 2001	SUSIX vs VPMAX

Top Performing SUSIX Alternatives (YTD)

SUSIX is at 8.51% YTD. There are 304 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	SUSIX vs VPCCX
IGIAX	Integrity ESG Growth & Income Fund	25.50%	—	Jan 1995	SUSIX vs IGIAX
POGRX	PRIMECAP Odyssey Growth Fund	25.47%	—	Nov 2004	SUSIX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	23.05%	—	Dec 2015	SUSIX vs RESGX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	22.83%	92.00B	Nov 2001	SUSIX vs VPMAX

Lowest Volatility Alternatives to SUSIX

SUSIX has 12.66% 1-year volatility. There are 182 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	SUSIX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	2.27%	—	Jun 2013	SUSIX vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.24%	—	Jul 2012	SUSIX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.26%	—	Jul 2012	SUSIX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.71%	—	Aug 2018	SUSIX vs JEPIX

Lowest Drawdown Alternatives to SUSIX

SUSIX has a 1-year max drawdown of -10.69%. There are 310 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	SUSIX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	SUSIX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	SUSIX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	SUSIX vs AUEIX
QUERX	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 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	SUSIX vs SSSYX
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	82	11.23%	—	Dec 1992	SUSIX vs SVSPX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	67	11.31%	—	Aug 2014	SUSIX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	67	13.60%	—	Sep 2014	SUSIX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	34	7.79%	—	May 1935	SUSIX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	29	0.22%	—	Sep 2014	SUSIX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	65	13.53%	—	Sep 2014	SUSIX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	83	13.63%	—	May 2015	SUSIX vs SSHQX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	21	-0.27%	—	Dec 1984	SUSIX vs EINFX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	44	8.53%	—	Dec 1979	SUSIX vs SSAQX

Often Compared With SUSIX

Investors most often compare SUSIX with VTI, SPY, BKTSX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	66	11.20%	2.30T	May 2001	SUSIX vs VTI
SPY	State Street SPDR S&P 500 ETF	S&P 500	65	10.67%	783.21B	Jan 1993	SUSIX vs SPY
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	66	11.60%	—	Aug 2015	SUSIX vs BKTSX
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	53	10.21%	—	Jan 1990	SUSIX vs PAGDX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	56	9.07%	—	Sep 2022	SUSIX vs FEQHX
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	76	21.33%	—	Dec 2019	SUSIX vs ALSMX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	Large Cap Blend Equities	56	10.35%	—	Jan 1990	SUSIX vs PAGRX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	63	10.06%	—	Mar 2025	SUSIX vs FGJEX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	80	1.52%	—	Jan 1980	SUSIX vs ELFTX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	68	11.75%	35.20B	May 2001	SUSIX vs VITPX
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	75	7.60%	—	Sep 2014	SUSIX vs SSBWX
SGOIX	First Eagle Overseas Fund Class I	Large Cap Blend Equities, Foreign Large Cap Equities	64	8.46%	—	—	SUSIX vs SGOIX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	88	21.39%	—	Dec 2011	SUSIX vs DHAMX
GQEIX	GQG Partners US Select Quality Equity Fund	Large Cap Blend Equities	8	5.78%	—	Sep 2018	SUSIX vs GQEIX
NWAUX	Nationwide GQG US Quality Equity Fund	Large Cap Blend Equities	8	5.45%	—	Jan 2021	SUSIX vs NWAUX
VSMPX	Vanguard Total Stock Market Index Fund Institution...	Large Cap Blend Equities	69	11.75%	2.30T	Apr 2015	SUSIX vs VSMPX
DFIEX	DFA International Core Equity 2 Portfolio Institut...	Foreign Large Cap Equities, Large Cap Blend Equities	62	11.10%	41.84B	Sep 2005	SUSIX vs DFIEX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	47	8.55%	—	Oct 2002	SUSIX vs QIACX
YFSIX	AMG Yacktman Global Fund	Large Cap Blend Equities	18	21.57%	—	Jan 2017	SUSIX vs YFSIX
FNSTX	Fidelity Infrastructure Fund	Large Cap Blend Equities	39	9.17%	—	Nov 2019	SUSIX vs FNSTX

Compare SUSIX with Any Fund or Stock

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

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Diversifiers

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

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