SVSPX Alternatives & Similar Mutual Funds

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 53 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	SVSPX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	SVSPX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	SVSPX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	SVSPX vs FLCPX
VSMPX	Vanguard Total Stock Market Index Fund Institution...	0.02%	2.30T	Apr 2015	SVSPX vs VSMPX

Best Risk-Adjusted Alternatives to SVSPX

SVSPX has a PortfoliosLab risk / return rank of 75. There are 48 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	97	—	Mar 2021	SVSPX vs SVPFX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	SVSPX vs FTZIX
VPCCX	Vanguard PRIMECAP Core Fund	92	18.10B	Dec 2004	SVSPX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	SVSPX vs GTLOX
POGSX	Pin Oak Equity	90	—	Aug 1992	SVSPX vs POGSX

Top Performing SVSPX Alternatives (YTD)

SVSPX is at 9.27% YTD. There are 179 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.47%	18.10B	Dec 2004	SVSPX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	24.27%	—	Dec 2018	SVSPX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.85%	—	Nov 2004	SVSPX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.24%	—	Dec 2015	SVSPX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.87%	—	Jan 1995	SVSPX vs IGIAX

Lowest Volatility Alternatives to SVSPX

SVSPX has 13.75% 1-year volatility. There are 293 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	SVSPX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	SVSPX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.23%	—	Jul 2012	SVSPX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.85%	—	Aug 2018	SVSPX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.33%	—	Feb 2012	SVSPX vs SILVX

Lowest Drawdown Alternatives to SVSPX

SVSPX has a 1-year max drawdown of -8.93%. There are 156 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	SVSPX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	SVSPX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	SVSPX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	SVSPX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	SVSPX vs AMFEX

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
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	63	9.34%	—	Sep 2014	SVSPX vs SSSYX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	61	9.35%	—	Aug 2014	SVSPX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	73	12.83%	—	Sep 2014	SVSPX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	27	5.44%	—	May 1935	SVSPX vs ELFNX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	23	-0.34%	—	Sep 2014	SVSPX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	72	12.75%	—	Sep 2014	SVSPX vs SSGJX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	86	14.70%	—	May 2015	SVSPX vs SSHQX
SSCNX	State Street Target Retirement 2040 Fund	Target Retirement Date	67	8.10%	—	Sep 2014	SVSPX vs SSCNX
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	17	-1.00%	—	Dec 1984	SVSPX vs EINFX
SSFNX	State Street Target Retirement Fund	Target Retirement Date	86	5.13%	—	Sep 2014	SVSPX vs SSFNX

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FXAIX	Fidelity 500 Index Fund	S&P 500	64	9.35%	—	Feb 1988	SVSPX vs FXAIX
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	SVSPX vs VOO
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	64	9.87%	2.30T	Nov 2000	SVSPX vs VTSAX
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	10.13%	789.06B	Jan 1993	SVSPX vs SPY
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	S&P 500, Large Cap Blend Equities	63	9.35%	349.70B	Jul 1997	SVSPX vs VIIIX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	63	9.33%	1.70T	Nov 2000	SVSPX vs VFIAX
TRBCX	T. Rowe Price Blue Chip Growth Fund	Large Cap Growth Equities	8	-3.32%	—	Jun 1993	SVSPX vs TRBCX
APGYX	AB Large Cap Growth Fund Advisor Class	Large Cap Growth Equities	9	0.84%	—	Jan 1996	SVSPX vs APGYX
FKASX	Federated Hermes Kaufmann Small Cap Fund	Small Cap Growth Equities	21	9.82%	—	Dec 2002	SVSPX vs FKASX
PAAIX	PIMCO All Asset Fund	Tactical Allocation	95	9.59%	—	Nov 2002	SVSPX vs PAAIX
QQQ	Invesco QQQ ETF	Nasdaq-100	49	12.26%	452.80B	Mar 1999	SVSPX vs QQQ
VIGIX	Vanguard Growth Index Fund Institutional Shares	Large Cap Growth Equities	18	3.82%	378.80B	May 1998	SVSPX vs VIGIX
LIWKX	BlackRock LifePath Index 2065 Fund Class K	Target Retirement Date	68	11.13%	—	Oct 2019	SVSPX vs LIWKX
DOXGX	Dodge & Cox Stock Fund Class X	Large Cap Value Equities, Actively Managed	55	9.20%	—	May 2022	SVSPX vs DOXGX
SSMKX	State Street Small/Mid Cap Equity Index Fund	Mid Cap Blend Equities	50	13.88%	—	Aug 2015	SVSPX vs SSMKX
PRGFX	T. Rowe Price Growth Stock Fund	Large Cap Growth Equities	9	-1.45%	—	Apr 1950	SVSPX vs PRGFX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	35	6.53%	—	Dec 1979	SVSPX vs SSAQX
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	73	6.74%	—	Sep 2014	SVSPX vs SSBWX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	72	10.81%	—	Mar 2025	SVSPX vs FGJEX
SSFEX	State Street Aggregate Bond Index Fund Class K	Total Bond Market	21	-0.34%	—	—	SVSPX vs SSFEX

Compare SVSPX with Any Fund or Stock

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

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Diversifiers

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

State Street S&P 500 Index Fund Class N (SVSPX) Alternatives