BIRIX vs. SSSYX
Compare and contrast key facts about BlackRock Sustainable Advantage Large Cap Core Fund (BIRIX) and State Street Equity 500 Index Fund Class K (SSSYX).
BIRIX is managed by BlackRock. It was launched on Oct 5, 2015. SSSYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014.
Performance
BIRIX vs. SSSYX - Performance Comparison
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BIRIX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIRIX BlackRock Sustainable Advantage Large Cap Core Fund | -6.57% | 18.97% | 21.83% | 25.55% | -19.73% | 28.16% | 22.41% | 31.19% | -5.94% | 20.95% |
SSSYX State Street Equity 500 Index Fund Class K | -4.34% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 21.61% |
Returns By Period
In the year-to-date period, BIRIX achieves a -6.57% return, which is significantly lower than SSSYX's -4.34% return. Both investments have delivered pretty close results over the past 10 years, with BIRIX having a 13.60% annualized return and SSSYX not far ahead at 14.02%.
BIRIX
- 1D
- -0.54%
- 1M
- -7.31%
- YTD
- -6.57%
- 6M
- -3.46%
- 1Y
- 17.06%
- 3Y*
- 16.57%
- 5Y*
- 10.33%
- 10Y*
- 13.60%
SSSYX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.15%
- 1Y
- 17.29%
- 3Y*
- 18.28%
- 5Y*
- 11.75%
- 10Y*
- 14.02%
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BIRIX vs. SSSYX - Expense Ratio Comparison
BIRIX has a 0.48% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
BIRIX vs. SSSYX — Risk / Return Rank
BIRIX
SSSYX
BIRIX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Sustainable Advantage Large Cap Core Fund (BIRIX) and State Street Equity 500 Index Fund Class K (SSSYX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BIRIX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.97 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.49 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.52 | -0.28 |
Martin ratioReturn relative to average drawdown | 6.24 | 7.30 | -1.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BIRIX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.97 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.70 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.11 | +0.60 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.11 | +0.61 |
Correlation
The correlation between BIRIX and SSSYX is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BIRIX vs. SSSYX - Dividend Comparison
BIRIX's dividend yield for the trailing twelve months is around 6.97%, more than SSSYX's 1.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIRIX BlackRock Sustainable Advantage Large Cap Core Fund | 6.97% | 6.51% | 15.58% | 1.01% | 1.22% | 5.79% | 3.69% | 2.95% | 8.26% | 4.89% | 2.78% | 0.00% |
SSSYX State Street Equity 500 Index Fund Class K | 1.51% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
BIRIX vs. SSSYX - Drawdown Comparison
The maximum BIRIX drawdown since its inception was -34.67%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for BIRIX and SSSYX.
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Drawdown Indicators
| BIRIX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.67% | -91.48% | +56.81% |
Max Drawdown (1Y)Largest decline over 1 year | -12.26% | -12.10% | -0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -25.88% | -24.49% | -1.39% |
Max Drawdown (10Y)Largest decline over 10 years | -34.67% | -91.48% | +56.81% |
Current DrawdownCurrent decline from peak | -8.46% | -6.22% | -2.24% |
Average DrawdownAverage peak-to-trough decline | -5.02% | -4.20% | -0.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 2.52% | -0.08% |
Volatility
BIRIX vs. SSSYX - Volatility Comparison
The current volatility for BlackRock Sustainable Advantage Large Cap Core Fund (BIRIX) is 4.37%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 5.34%. This indicates that BIRIX experiences smaller price fluctuations and is considered to be less risky than SSSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIRIX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 5.34% | -0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 9.53% | -0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.33% | 18.29% | +0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.51% | 16.89% | +1.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.01% | 124.43% | -105.42% |