BSPGX vs. SSSYX
BSPGX (iShares S&P 500 Index Fund Class G) and SSSYX (State Street Equity 500 Index Fund Class K) are both S&P 500 funds tracking the S&P 500 Index, from iShares and State Street respectively. Both are passively managed. Over the past 5 years, BSPGX returned 13.59%/yr vs 13.57%/yr for SSSYX. With a 0.99 correlation, they move nearly in lockstep. BSPGX charges 0.01%/yr vs 0.02%/yr for SSSYX.
Performance
BSPGX vs. SSSYX - Performance Comparison
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Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with BSPGX at 9.78% and SSSYX at 9.78%.
BSPGX
- 1D
- -0.36%
- 1M
- 0.10%
- YTD
- 9.78%
- 6M
- 8.78%
- 1Y
- 25.47%
- 3Y*
- 21.37%
- 5Y*
- 13.59%
- 10Y*
- —
SSSYX
- 1D
- -0.36%
- 1M
- 0.10%
- YTD
- 9.78%
- 6M
- 8.78%
- 1Y
- 25.47%
- 3Y*
- 21.36%
- 5Y*
- 13.57%
- 10Y*
- 45.70%
BSPGX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BSPGX iShares S&P 500 Index Fund Class G | 9.78% | 17.85% | 24.96% | 26.27% | -18.12% | 28.66% | 19.16% | 11.06% |
SSSYX State Street Equity 500 Index Fund Class K | 9.78% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 1,083.11% | 9.99% |
Correlation
The correlation between BSPGX and SSSYX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Jul 2, 2019 | 0.99 |
The correlation between BSPGX and SSSYX has been stable across timeframes, ranging from 0.99 to 1.00 - a consistent structural relationship.
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Return for Risk
BSPGX vs. SSSYX — Risk / Return Rank
BSPGX
SSSYX
BSPGX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Index Fund Class G (BSPGX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BSPGX | SSSYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.39 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.01 | 3.02 | 0.00 |
| Martin ratioReturn relative to average drawdown | 13.60 | 13.62 | -0.02 |
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Drawdowns
BSPGX vs. SSSYX - Drawdown Comparison
The maximum BSPGX drawdown since its inception was -33.74%, roughly equal to the maximum SSSYX drawdown of -33.77%. Use the drawdown chart below to compare losses from any high point for BSPGX and SSSYX.
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Drawdown Indicators
| BSPGX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.74% | -33.77% | +0.03% |
Max Drawdown (1Y)Largest decline over 1 year | -8.90% | -8.88% | -0.02% |
Max Drawdown (3Y)Largest decline over 3 years | -18.73% | -18.74% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -24.50% | -24.49% | -0.01% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.77% | — |
Current DrawdownCurrent decline from peak | -1.72% | -1.72% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -5.06% | -3.91% | -1.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 1.96% | +0.01% |
Volatility
BSPGX vs. SSSYX - Volatility Comparison
iShares S&P 500 Index Fund Class G (BSPGX) and State Street Equity 500 Index Fund Class K (SSSYX) have volatilities of 4.67% and 4.67%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSPGX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.67% | 4.67% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 9.83% | 9.83% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.49% | 12.49% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.98% | 16.98% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.00% | 121.18% | -101.18% |
BSPGX vs. SSSYX - Expense Ratio Comparison
BSPGX has a 0.01% expense ratio, which is lower than SSSYX's 0.02% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
BSPGX vs. SSSYX - Dividend Comparison
BSPGX's dividend yield for the trailing twelve months is around 1.61%, more than SSSYX's 1.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSPGX iShares S&P 500 Index Fund Class G | 1.61% | 1.74% | 1.43% | 1.52% | 2.04% | 1.83% | 2.09% | 2.25% | 0.00% | 0.00% | 0.00% | 0.00% |
SSSYX State Street Equity 500 Index Fund Class K | 1.31% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Frequently Asked Questions
With a correlation of 1.00, BSPGX and SSSYX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
SSSYX has higher volatility (4.67%) compared to BSPGX (4.67%). In terms of maximum drawdown, BSPGX dropped -33.74% vs SSSYX's -33.77%.
SSSYX currently has the higher Sharpe Ratio (2.15 vs 2.15), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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