SSAQX vs. VFV.TO
Compare and contrast key facts about State Street U.S. Core Equity Fund (SSAQX) and Vanguard S&P 500 Index ETF (VFV.TO).
SSAQX is managed by State Street Global Advisors. It was launched on Dec 31, 1979. VFV.TO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Nov 2, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSAQX or VFV.TO.
Correlation
The correlation between SSAQX and VFV.TO is 0.92, 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.
Performance
SSAQX vs. VFV.TO - Performance Comparison
Key characteristics
SSAQX:
0.17
VFV.TO:
2.48
SSAQX:
0.31
VFV.TO:
3.48
SSAQX:
1.08
VFV.TO:
1.46
SSAQX:
0.19
VFV.TO:
3.85
SSAQX:
0.58
VFV.TO:
17.48
SSAQX:
6.28%
VFV.TO:
1.68%
SSAQX:
22.18%
VFV.TO:
11.82%
SSAQX:
-62.43%
VFV.TO:
-27.43%
SSAQX:
-15.72%
VFV.TO:
-1.35%
Returns By Period
In the year-to-date period, SSAQX achieves a 3.06% return, which is significantly higher than VFV.TO's 2.57% return. Over the past 10 years, SSAQX has underperformed VFV.TO with an annualized return of 4.37%, while VFV.TO has yielded a comparatively higher 14.53% annualized return.
SSAQX
3.06%
2.12%
-8.65%
2.23%
5.36%
4.37%
VFV.TO
2.57%
1.77%
14.63%
29.26%
15.61%
14.53%
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SSAQX vs. VFV.TO - Expense Ratio Comparison
SSAQX has a 0.16% expense ratio, which is higher than VFV.TO's 0.09% 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
SSAQX vs. VFV.TO — Risk-Adjusted Performance Rank
SSAQX
VFV.TO
SSAQX vs. VFV.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street U.S. Core Equity Fund (SSAQX) and Vanguard S&P 500 Index ETF (VFV.TO). 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
SSAQX vs. VFV.TO - Dividend Comparison
SSAQX's dividend yield for the trailing twelve months is around 1.35%, more than VFV.TO's 0.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSAQX State Street U.S. Core Equity Fund | 1.35% | 1.39% | 1.24% | 1.46% | 1.03% | 1.21% | 1.34% | 1.77% | 1.54% | 1.85% | 1.93% | 1.69% |
VFV.TO Vanguard S&P 500 Index ETF | 0.96% | 0.99% | 1.20% | 1.31% | 1.06% | 1.33% | 1.55% | 1.68% | 1.50% | 1.66% | 1.63% | 1.48% |
Drawdowns
SSAQX vs. VFV.TO - Drawdown Comparison
The maximum SSAQX drawdown since its inception was -62.43%, which is greater than VFV.TO's maximum drawdown of -27.43%. Use the drawdown chart below to compare losses from any high point for SSAQX and VFV.TO. For additional features, visit the drawdowns tool.
Volatility
SSAQX vs. VFV.TO - Volatility Comparison
State Street U.S. Core Equity Fund (SSAQX) and Vanguard S&P 500 Index ETF (VFV.TO) have volatilities of 3.25% and 3.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.