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SSAIX vs. DFIV
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SSAIX vs. DFIV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street International Stock Selection Fund (SSAIX) and Dimensional International Value ETF (DFIV). The values are adjusted to include any dividend payments, if applicable.

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SSAIX vs. DFIV - Yearly Performance Comparison


2026 (YTD)20252024202320222021
SSAIX
State Street International Stock Selection Fund
0.21%31.50%7.90%17.53%-13.60%-2.36%
DFIV
Dimensional International Value ETF
5.98%45.36%7.26%17.75%-3.70%0.08%

Returns By Period

In the year-to-date period, SSAIX achieves a 0.21% return, which is significantly lower than DFIV's 5.98% return.


SSAIX

1D
-0.42%
1M
-10.31%
YTD
0.21%
6M
-0.62%
1Y
20.99%
3Y*
15.71%
5Y*
9.06%
10Y*
7.60%

DFIV

1D
2.74%
1M
-5.65%
YTD
5.98%
6M
15.53%
1Y
38.38%
3Y*
22.24%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SSAIX vs. DFIV - Expense Ratio Comparison

SSAIX has a 1.00% expense ratio, which is higher than DFIV's 0.27% expense ratio.


Return for Risk

SSAIX vs. DFIV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SSAIX
SSAIX Risk / Return Rank: 6969
Overall Rank
SSAIX Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
SSAIX Sortino Ratio Rank: 5353
Sortino Ratio Rank
SSAIX Omega Ratio Rank: 6767
Omega Ratio Rank
SSAIX Calmar Ratio Rank: 8585
Calmar Ratio Rank
SSAIX Martin Ratio Rank: 8080
Martin Ratio Rank

DFIV
DFIV Risk / Return Rank: 9494
Overall Rank
DFIV Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
DFIV Sortino Ratio Rank: 9595
Sortino Ratio Rank
DFIV Omega Ratio Rank: 9595
Omega Ratio Rank
DFIV Calmar Ratio Rank: 9191
Calmar Ratio Rank
DFIV Martin Ratio Rank: 9494
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SSAIX vs. DFIV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street International Stock Selection Fund (SSAIX) and Dimensional International Value ETF (DFIV). 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.


SSAIXDFIVDifference

Sharpe ratio

Return per unit of total volatility

1.11

2.25

-1.14

Sortino ratio

Return per unit of downside risk

1.44

2.94

-1.50

Omega ratio

Gain probability vs. loss probability

1.25

1.46

-0.21

Calmar ratio

Return relative to maximum drawdown

2.15

3.08

-0.93

Martin ratio

Return relative to average drawdown

7.86

13.72

-5.86

SSAIX vs. DFIV - Sharpe Ratio Comparison

The current SSAIX Sharpe Ratio is 1.11, which is lower than the DFIV Sharpe Ratio of 2.25. The chart below compares the historical Sharpe Ratios of SSAIX and DFIV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SSAIXDFIVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.11

2.25

-1.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.57

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.46

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

0.89

-0.63

Correlation

The correlation between SSAIX and DFIV 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

SSAIX vs. DFIV - Dividend Comparison

SSAIX has not paid dividends to shareholders, while DFIV's dividend yield for the trailing twelve months is around 2.69%.


TTM20252024202320222021202020192018201720162015
SSAIX
State Street International Stock Selection Fund
0.00%0.00%3.64%5.68%3.47%4.55%1.88%3.34%5.99%3.63%2.74%2.55%
DFIV
Dimensional International Value ETF
2.69%2.92%3.88%3.93%3.84%2.30%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

SSAIX vs. DFIV - Drawdown Comparison

The maximum SSAIX drawdown since its inception was -61.30%, which is greater than DFIV's maximum drawdown of -25.42%. Use the drawdown chart below to compare losses from any high point for SSAIX and DFIV.


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Drawdown Indicators


SSAIXDFIVDifference

Max Drawdown

Largest peak-to-trough decline

-61.30%

-25.42%

-35.88%

Max Drawdown (1Y)

Largest decline over 1 year

-10.98%

-12.12%

+1.14%

Max Drawdown (5Y)

Largest decline over 5 years

-29.25%

Max Drawdown (10Y)

Largest decline over 10 years

-41.34%

Current Drawdown

Current decline from peak

-10.98%

-5.95%

-5.03%

Average Drawdown

Average peak-to-trough decline

-15.88%

-4.58%

-11.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.55%

2.72%

+0.83%

Volatility

SSAIX vs. DFIV - Volatility Comparison

The current volatility for State Street International Stock Selection Fund (SSAIX) is 5.95%, while Dimensional International Value ETF (DFIV) has a volatility of 6.81%. This indicates that SSAIX experiences smaller price fluctuations and is considered to be less risky than DFIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SSAIXDFIVDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.95%

6.81%

-0.86%

Volatility (6M)

Calculated over the trailing 6-month period

14.25%

10.46%

+3.79%

Volatility (1Y)

Calculated over the trailing 1-year period

20.82%

17.16%

+3.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.67%

16.71%

-0.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.97%

16.71%

+0.26%