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

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to SVSPX

SVSPX charges 0.16% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among SVSPX alternatives.

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

Best Risk-Adjusted Alternatives to SVSPX

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	SVSPX vs VPMAX
POGSX	Pin Oak Equity	91	Aug 3, 1992	SVSPX vs POGSX
SGOIX	First Eagle Overseas Fund Class I	89	—	SVSPX vs SGOIX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	88	Jan 2, 1990	SVSPX vs PAGRX
DHAMX	Centre American Select Equity Fund	87	Dec 21, 2011	SVSPX vs DHAMX

Top Performing SVSPX Alternatives (YTD)

SVSPX 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	SVSPX vs GQEIX
NWAUX	Nationwide GQG US Quality Equity Fund	9.70%	Jan 24, 2021	SVSPX vs NWAUX
YFSIX	AMG Yacktman Global Fund	8.16%	Jan 30, 2017	SVSPX vs YFSIX
MUHLX	Muhlenkamp Fund	6.53%	Nov 1, 1988	SVSPX vs MUHLX
RCKSX	Rock Oak Core Growth Fund	6.05%	Dec 31, 2004	SVSPX vs RCKSX

Lowest Volatility Alternatives to SVSPX

SVSPX 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	SVSPX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	8.02%	Mar 28, 2021	SVSPX vs SVPFX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	10.78%	Mar 20, 2025	SVSPX vs FGJEX
FEQHX	Fidelity Hedged Equity Fund	10.94%	Sep 8, 2022	SVSPX vs FEQHX
QUERX	AQR Large Cap Defensive Style Fund Class R6	12.03%	Jul 9, 2012	SVSPX vs QUERX

Lowest Drawdown Alternatives to SVSPX

SVSPX 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	SVSPX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-5.22%	Mar 28, 2021	SVSPX vs SVPFX
FEQHX	Fidelity Hedged Equity Fund	-7.40%	Sep 8, 2022	SVSPX vs FEQHX
FNSTX	Fidelity Infrastructure Fund	-8.43%	Nov 5, 2019	SVSPX vs FNSTX
GQEIX	GQG Partners US Select Quality Equity Fund	-8.67%	Sep 28, 2018	SVSPX 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
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	44	-7.05%	Aug 11, 2014	SVSPX vs SSEYX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	82	-0.63%	Sep 17, 2014	SVSPX vs SSGVX
ELFNX	Elfun Trusts	Large Cap Growth Equities	34	-9.40%	May 27, 1935	SVSPX vs ELFNX
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	39	-8.81%	Dec 31, 1979	SVSPX vs SSAQX
SSAFX	State Street Aggregate Bond Index Portfolio	Intermediate Core Bond	59	-0.18%	Sep 19, 2014	SVSPX vs SSAFX
SSGJX	State Street Global All Cap Equity ex-U.S. Index F...	Foreign Large Cap Equities	82	-0.66%	Sep 17, 2014	SVSPX vs SSGJX
ELFTX	Elfun Tax Exempt Income Fund	Municipal Bonds	36	-0.77%	Jan 1, 1980	SVSPX vs ELFTX
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	73	-2.15%	Sep 29, 2014	SVSPX vs SSBWX
SSMKX	State Street Small/Mid Cap Equity Index Fund	Mid Cap Blend Equities	38	-4.46%	Aug 12, 2015	SVSPX vs SSMKX
SSHQX	State Street Hedged International Developed Equity...	Foreign Large Cap Equities	65	0.51%	May 29, 2015	SVSPX vs SSHQX

Often Compared With SVSPX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
FXAIX	Fidelity 500 Index Fund	S&P 500	46	-7.05%	Feb 17, 1988	SVSPX vs FXAIX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	46	-6.75%	Nov 13, 2000	SVSPX vs VTSAX
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	SVSPX vs VOO
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	SVSPX vs SPY
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	Large Cap Blend Equities	46	-7.06%	Jul 7, 1997	SVSPX vs VIIIX
VFIAX	Vanguard 500 Index Fund Admiral Shares	Large Cap Blend Equities	46	-7.06%	Nov 13, 2000	SVSPX vs VFIAX
APGYX	AB Large Cap Growth Fund Advisor Class	Large Cap Growth Equities	15	-12.78%	Jan 10, 1996	SVSPX vs APGYX
FKASX	Federated Hermes Kaufmann Small Cap Fund	Small Cap Growth Equities	18	-11.05%	Dec 18, 2002	SVSPX vs FKASX
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	69	-5.93%	Mar 10, 1999	SVSPX vs QQQ
PAAIX	PIMCO All Asset Fund	Tactical Allocation	90	2.90%	Nov 5, 2002	SVSPX vs PAAIX
TRBCX	T. Rowe Price Blue Chip Growth Fund	Large Cap Growth Equities	20	-14.57%	Jun 30, 1993	SVSPX vs TRBCX
VIGIX	Vanguard Growth Index Fund Institutional Shares	Large Cap Growth Equities	26	-13.83%	May 14, 1998	SVSPX vs VIGIX
PRGFX	T. Rowe Price Growth Stock Fund	Large Cap Growth Equities	16	-14.51%	Apr 11, 1950	SVSPX vs PRGFX
LIWKX	BlackRock LifePath Index 2065 Fund Class K	Target Retirement Date	61	-4.35%	Oct 30, 2019	SVSPX vs LIWKX
DOXGX	Dodge & Cox Stock Fund	Large Cap Value Equities	14	-3.64%	Apr 1, 1965	SVSPX vs DOXGX
TANDX	Castle Tandem Fund	Large Cap Blend Equities	0	-9.28%	Mar 15, 2019	SVSPX vs TANDX
SSFEX	State Street Aggregate Bond Index Fund Class K	Total Bond Market	57	-0.17%	—	SVSPX vs SSFEX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	Global Equities	81	-0.64%	Sep 17, 2014	SVSPX vs SSGLX
ELDFX	Elfun Diversified Fund	Diversified Portfolio	69	-3.14%	Jan 3, 1988	SVSPX vs ELDFX
SSASX	State Street Income Fund	Intermediate Core-Plus Bond	44	-0.61%	Jan 2, 1980	SVSPX vs SSASX

Compare SVSPX with Any Fund or Stock

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

Symbol name

State Street S&P 500 Index Fund Class N

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