State Street S&P 500 Index Fund Class N (SVSPX) 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 SVSPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SVSPX
SVSPX charges 0.16% annually. There are 55 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% | — | — | SVSPX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SVSPX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SVSPX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SVSPX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | SVSPX vs VIIIX |
Best Risk-Adjusted Alternatives to SVSPX
SVSPX has a PortfoliosLab risk / return rank of 79. There are 42 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | SVSPX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | SVSPX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | SVSPX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | SVSPX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | SVSPX vs GTLOX |
Top Performing SVSPX Alternatives (YTD)
SVSPX is at 10.79% YTD. There are 209 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | SVSPX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | SVSPX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | SVSPX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | SVSPX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | SVSPX vs RESGX |
Lowest Volatility Alternatives to SVSPX
SVSPX has 13.49% 1-year volatility. There are 303 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | SVSPX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | SVSPX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | SVSPX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | SVSPX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | SVSPX vs JEPIX |
Lowest Drawdown Alternatives to SVSPX
SVSPX has a 1-year max drawdown of -8.93%. There are 161 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | SVSPX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SVSPX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SVSPX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SVSPX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SVSPX vs QUERX |
Other Mutual Funds from State Street
The 10 most viewed State Street mutual funds shown here include SSSYX, SSEYX, SSGVX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| State Street Equity 500 Index Fund Class K | S&P 500, Large Cap Blend Equities | 65 | 11.34% | — | Sep 2014 | SVSPX vs SSSYX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 64 | 11.34% | — | Aug 2014 | SVSPX vs SSEYX | |
| State Street Global All Cap Equity ex-U.S.Index Po... | Foreign Large Cap Equities | 61 | 13.12% | — | Sep 2014 | SVSPX vs SSGVX | |
| Elfun Trusts | Large Cap Growth Equities | 33 | 7.25% | — | May 1935 | SVSPX vs ELFNX | |
| State Street Aggregate Bond Index Portfolio | Intermediate Core Bond | 21 | 0.15% | — | Sep 2014 | SVSPX vs SSAFX | |
| State Street Global All Cap Equity ex-U.S. Index F... | Foreign Large Cap Equities | 60 | 13.05% | — | Sep 2014 | SVSPX vs SSGJX | |
| State Street Hedged International Developed Equity... | Foreign Large Cap Equities | 80 | 13.10% | — | May 2015 | SVSPX vs SSHQX | |
| State Street U.S. Core Equity Fund | Large Cap Blend Equities | 42 | 8.26% | — | Dec 1979 | SVSPX vs SSAQX | |
| Elfun Income Fund | Intermediate Core-Plus Bond | 14 | -0.38% | — | Dec 1984 | SVSPX vs EINFX | |
| Elfun Tax Exempt Income Fund | Municipal Bonds | 77 | 1.72% | — | Jan 1980 | SVSPX vs ELFTX |
Often Compared With SVSPX
Investors most often compare SVSPX with FXAIX, VOO, VTSAX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare SVSPX with Any Fund or Stock
Compare SVSPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SVSPX with funds that move differently
State Street S&P 500 Index Fund Class N alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SVSPX.
Explore SVSPX Diversifiers