SSASX vs. VTI
Compare and contrast key facts about State Street Income Fund (SSASX) and Vanguard Total Stock Market ETF (VTI).
SSASX is managed by State Street Global Advisors. It was launched on Jan 2, 1980. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSASX or VTI.
Correlation
The correlation between SSASX and VTI is -0.13. 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
SSASX vs. VTI - Performance Comparison
Key characteristics
SSASX:
0.59
VTI:
1.78
SSASX:
0.87
VTI:
2.41
SSASX:
1.10
VTI:
1.33
SSASX:
0.22
VTI:
2.68
SSASX:
1.32
VTI:
10.67
SSASX:
2.74%
VTI:
2.15%
SSASX:
6.09%
VTI:
12.90%
SSASX:
-21.01%
VTI:
-55.45%
SSASX:
-11.18%
VTI:
-0.54%
Returns By Period
In the year-to-date period, SSASX achieves a 0.52% return, which is significantly lower than VTI's 4.03% return. Over the past 10 years, SSASX has underperformed VTI with an annualized return of 1.04%, while VTI has yielded a comparatively higher 12.64% annualized return.
SSASX
0.52%
0.52%
-1.85%
3.93%
-1.11%
1.04%
VTI
4.03%
0.79%
10.68%
23.73%
13.92%
12.64%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SSASX vs. VTI - Expense Ratio Comparison
SSASX has a 0.20% expense ratio, which is higher than VTI's 0.03% 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
SSASX vs. VTI — Risk-Adjusted Performance Rank
SSASX
VTI
SSASX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Income Fund (SSASX) and Vanguard Total Stock Market ETF (VTI). 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
SSASX vs. VTI - Dividend Comparison
SSASX's dividend yield for the trailing twelve months is around 3.78%, more than VTI's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSASX State Street Income Fund | 3.78% | 4.17% | 3.81% | 2.93% | 2.64% | 2.74% | 2.74% | 2.96% | 2.42% | 2.55% | 2.90% | 2.67% |
VTI Vanguard Total Stock Market ETF | 1.22% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
SSASX vs. VTI - Drawdown Comparison
The maximum SSASX drawdown since its inception was -21.01%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for SSASX and VTI. For additional features, visit the drawdowns tool.
Volatility
SSASX vs. VTI - Volatility Comparison
The current volatility for State Street Income Fund (SSASX) is 1.46%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 2.95%. This indicates that SSASX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.