PDIAX vs. SSSYX
Compare and contrast key facts about Virtus KAR Equity Income Fund (PDIAX) and State Street Equity 500 Index Fund Class K (SSSYX).
PDIAX is managed by Virtus. It was launched on Sep 25, 1997. 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
PDIAX vs. SSSYX - Performance Comparison
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PDIAX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PDIAX Virtus KAR Equity Income Fund | 1.27% | 13.45% | 9.10% | 1.08% | -2.58% | 17.04% | 14.51% | 28.11% | -12.69% | 22.45% |
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
In the year-to-date period, PDIAX achieves a 1.27% return, which is significantly higher than SSSYX's -7.05% return. Over the past 10 years, PDIAX has underperformed SSSYX with an annualized return of 9.54%, while SSSYX has yielded a comparatively higher 13.69% annualized return.
PDIAX
- 1D
- 0.14%
- 1M
- -6.09%
- YTD
- 1.27%
- 6M
- 0.93%
- 1Y
- 11.90%
- 3Y*
- 8.66%
- 5Y*
- 6.17%
- 10Y*
- 9.54%
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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PDIAX vs. SSSYX - Expense Ratio Comparison
PDIAX has a 1.20% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
PDIAX vs. SSSYX — Risk / Return Rank
PDIAX
SSSYX
PDIAX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Equity Income Fund (PDIAX) 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.
| PDIAX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.84 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.30 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 1.06 | +0.19 |
Martin ratioReturn relative to average drawdown | 6.48 | 5.13 | +1.34 |
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
| PDIAX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.84 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.68 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.11 | +0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.11 | +0.30 |
Correlation
The correlation between PDIAX and SSSYX is 0.84, 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
PDIAX vs. SSSYX - Dividend Comparison
PDIAX's dividend yield for the trailing twelve months is around 6.80%, more than SSSYX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDIAX Virtus KAR Equity Income Fund | 6.80% | 6.52% | 2.88% | 2.71% | 5.83% | 4.16% | 35.18% | 0.95% | 1.20% | 15.53% | 3.60% | 19.74% |
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
PDIAX vs. SSSYX - Drawdown Comparison
The maximum PDIAX drawdown since its inception was -53.27%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for PDIAX and SSSYX.
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Drawdown Indicators
| PDIAX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.27% | -91.48% | +38.21% |
Max Drawdown (1Y)Largest decline over 1 year | -9.70% | -12.10% | +2.40% |
Max Drawdown (5Y)Largest decline over 5 years | -16.21% | -24.49% | +8.28% |
Max Drawdown (10Y)Largest decline over 10 years | -35.26% | -91.48% | +56.22% |
Current DrawdownCurrent decline from peak | -6.09% | -8.88% | +2.79% |
Average DrawdownAverage peak-to-trough decline | -8.42% | -4.20% | -4.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.87% | 2.49% | -0.62% |
Volatility
PDIAX vs. SSSYX - Volatility Comparison
The current volatility for Virtus KAR Equity Income Fund (PDIAX) is 3.34%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 4.24%. This indicates that PDIAX 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
| PDIAX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.34% | 4.24% | -0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 6.45% | 9.08% | -2.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.01% | 18.10% | -5.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.98% | 16.85% | -3.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.91% | 124.43% | -107.52% |