SSAFX vs. FXAIX
Compare and contrast key facts about State Street Aggregate Bond Index Portfolio (SSAFX) and Fidelity 500 Index Fund (FXAIX).
SSAFX is managed by State Street Global Advisors. It was launched on Sep 19, 2014. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSAFX or FXAIX.
Correlation
The correlation between SSAFX and FXAIX is -0.07. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
SSAFX vs. FXAIX - Performance Comparison
Key characteristics
SSAFX:
0.85
FXAIX:
1.87
SSAFX:
1.24
FXAIX:
2.52
SSAFX:
1.15
FXAIX:
1.34
SSAFX:
0.31
FXAIX:
2.83
SSAFX:
2.04
FXAIX:
11.72
SSAFX:
2.14%
FXAIX:
2.04%
SSAFX:
5.16%
FXAIX:
12.76%
SSAFX:
-19.19%
FXAIX:
-33.79%
SSAFX:
-8.80%
FXAIX:
-0.42%
Returns By Period
In the year-to-date period, SSAFX achieves a 1.01% return, which is significantly lower than FXAIX's 4.19% return. Over the past 10 years, SSAFX has underperformed FXAIX with an annualized return of 1.58%, while FXAIX has yielded a comparatively higher 13.09% annualized return.
SSAFX
1.01%
0.72%
-0.87%
4.56%
0.13%
1.58%
FXAIX
4.19%
1.25%
10.54%
24.46%
14.70%
13.09%
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SSAFX vs. FXAIX - Expense Ratio Comparison
SSAFX has a 0.02% expense ratio, which is higher than FXAIX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SSAFX vs. FXAIX — Risk-Adjusted Performance Rank
SSAFX
FXAIX
SSAFX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Aggregate Bond Index Portfolio (SSAFX) and Fidelity 500 Index Fund (FXAIX). 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.
Dividends
SSAFX vs. FXAIX - Dividend Comparison
SSAFX's dividend yield for the trailing twelve months is around 3.77%, more than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSAFX State Street Aggregate Bond Index Portfolio | 3.77% | 3.76% | 3.16% | 2.49% | 1.90% | 6.77% | 2.91% | 2.81% | 2.43% | 2.09% | 2.07% | 0.37% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
SSAFX vs. FXAIX - Drawdown Comparison
The maximum SSAFX drawdown since its inception was -19.19%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for SSAFX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
SSAFX vs. FXAIX - Volatility Comparison
The current volatility for State Street Aggregate Bond Index Portfolio (SSAFX) is 1.35%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.00%. This indicates that SSAFX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.