GINDX vs. SSSYX
Compare and contrast key facts about Gotham Index Plus Fund (GINDX) and State Street Equity 500 Index Fund Class K (SSSYX).
GINDX is managed by Gotham. It was launched on Mar 31, 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
GINDX vs. SSSYX - Performance Comparison
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GINDX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GINDX Gotham Index Plus Fund | -7.06% | 22.25% | 25.96% | 26.40% | -11.61% | 32.73% | 6.79% | 19.39% | -3.49% | 26.05% |
SSSYX State Street Equity 500 Index Fund Class K | -7.05% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 21.61% |
Returns By Period
The year-to-date returns for both investments are quite close, with GINDX having a -7.06% return and SSSYX slightly higher at -7.05%. Both investments have delivered pretty close results over the past 10 years, with GINDX having a 13.89% annualized return and SSSYX not far behind at 13.69%.
GINDX
- 1D
- -0.33%
- 1M
- -6.66%
- YTD
- -7.06%
- 6M
- -2.63%
- 1Y
- 16.54%
- 3Y*
- 19.80%
- 5Y*
- 14.02%
- 10Y*
- 13.89%
SSSYX
- 1D
- -0.39%
- 1M
- -7.67%
- YTD
- -7.05%
- 6M
- -4.60%
- 1Y
- 14.40%
- 3Y*
- 17.15%
- 5Y*
- 11.37%
- 10Y*
- 13.69%
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GINDX vs. SSSYX - Expense Ratio Comparison
GINDX has a 1.15% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
GINDX vs. SSSYX — Risk / Return Rank
GINDX
SSSYX
GINDX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gotham Index Plus Fund (GINDX) 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.
| GINDX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.84 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.30 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.16 | 1.06 | +0.10 |
Martin ratioReturn relative to average drawdown | 4.96 | 5.13 | -0.17 |
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
| GINDX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.84 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.68 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.11 | +0.66 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.11 | +0.68 |
Correlation
The correlation between GINDX and SSSYX is 0.91, 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
GINDX vs. SSSYX - Dividend Comparison
GINDX's dividend yield for the trailing twelve months is around 3.51%, more than SSSYX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GINDX Gotham Index Plus Fund | 3.51% | 3.27% | 2.97% | 4.02% | 1.81% | 5.38% | 1.07% | 1.38% | 2.10% | 0.37% | 0.48% | 0.00% |
SSSYX State Street Equity 500 Index Fund Class K | 1.55% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
GINDX vs. SSSYX - Drawdown Comparison
The maximum GINDX drawdown since its inception was -33.70%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for GINDX and SSSYX.
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Drawdown Indicators
| GINDX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.70% | -91.48% | +57.78% |
Max Drawdown (1Y)Largest decline over 1 year | -12.28% | -12.10% | -0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -19.77% | -24.49% | +4.72% |
Max Drawdown (10Y)Largest decline over 10 years | -33.70% | -91.48% | +57.78% |
Current DrawdownCurrent decline from peak | -9.06% | -8.88% | -0.18% |
Average DrawdownAverage peak-to-trough decline | -4.05% | -4.20% | +0.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 2.49% | +0.38% |
Volatility
GINDX vs. SSSYX - Volatility Comparison
The current volatility for Gotham Index Plus Fund (GINDX) is 3.40%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 4.24%. This indicates that GINDX 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
| GINDX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.40% | 4.24% | -0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 9.08% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.06% | 18.10% | -0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.76% | 16.85% | -0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.20% | 124.43% | -106.23% |