SSAFX vs. VOO
Compare and contrast key facts about State Street Aggregate Bond Index Portfolio (SSAFX) and Vanguard S&P 500 ETF (VOO).
SSAFX is managed by State Street Global Advisors. It was launched on Sep 19, 2014. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSAFX or VOO.
Correlation
The correlation between SSAFX and VOO 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. VOO - Performance Comparison
Key characteristics
SSAFX:
0.91
VOO:
1.76
SSAFX:
1.33
VOO:
2.37
SSAFX:
1.16
VOO:
1.32
SSAFX:
0.34
VOO:
2.66
SSAFX:
2.20
VOO:
11.10
SSAFX:
2.14%
VOO:
2.02%
SSAFX:
5.17%
VOO:
12.79%
SSAFX:
-19.19%
VOO:
-33.99%
SSAFX:
-8.39%
VOO:
-2.11%
Returns By Period
In the year-to-date period, SSAFX achieves a 1.47% return, which is significantly lower than VOO's 2.40% return. Over the past 10 years, SSAFX has underperformed VOO with an annualized return of 1.59%, while VOO has yielded a comparatively higher 13.03% annualized return.
SSAFX
1.47%
1.37%
-0.84%
5.00%
0.22%
1.59%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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SSAFX vs. VOO - Expense Ratio Comparison
SSAFX has a 0.02% expense ratio, which is lower than VOO's 0.03% 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%.
Risk-Adjusted Performance
SSAFX vs. VOO — Risk-Adjusted Performance Rank
SSAFX
VOO
SSAFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Aggregate Bond Index Portfolio (SSAFX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
SSAFX's dividend yield for the trailing twelve months is around 3.75%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSAFX State Street Aggregate Bond Index Portfolio | 3.75% | 3.76% | 3.16% | 2.49% | 1.90% | 6.77% | 2.91% | 2.81% | 2.43% | 2.09% | 2.07% | 0.37% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SSAFX vs. VOO - Drawdown Comparison
The maximum SSAFX drawdown since its inception was -19.19%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SSAFX and VOO. For additional features, visit the drawdowns tool.
Volatility
SSAFX vs. VOO - Volatility Comparison
The current volatility for State Street Aggregate Bond Index Portfolio (SSAFX) is 1.39%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.38%. This indicates that SSAFX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.