SSDOX vs. VOO
Compare and contrast key facts about State Street Target Retirement 2055 Fund (SSDOX) and Vanguard S&P 500 ETF (VOO).
SSDOX is managed by State Street Global Advisors. It was launched on Sep 29, 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: SSDOX or VOO.
Correlation
The correlation between SSDOX and VOO 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
SSDOX vs. VOO - Performance Comparison
Key characteristics
SSDOX:
1.40
VOO:
1.98
SSDOX:
1.88
VOO:
2.65
SSDOX:
1.25
VOO:
1.36
SSDOX:
1.45
VOO:
2.98
SSDOX:
6.23
VOO:
12.44
SSDOX:
2.51%
VOO:
2.02%
SSDOX:
11.17%
VOO:
12.69%
SSDOX:
-30.33%
VOO:
-33.99%
SSDOX:
-1.82%
VOO:
0.00%
Returns By Period
In the year-to-date period, SSDOX achieves a 5.09% return, which is significantly higher than VOO's 4.06% return. Over the past 10 years, SSDOX has underperformed VOO with an annualized return of 6.54%, while VOO has yielded a comparatively higher 13.25% annualized return.
SSDOX
5.09%
3.34%
3.62%
13.63%
6.16%
6.54%
VOO
4.06%
2.04%
9.70%
23.75%
14.34%
13.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SSDOX vs. VOO - Expense Ratio Comparison
SSDOX has a 0.21% expense ratio, which is higher than VOO'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
SSDOX vs. VOO — Risk-Adjusted Performance Rank
SSDOX
VOO
SSDOX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Target Retirement 2055 Fund (SSDOX) 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
SSDOX vs. VOO - Dividend Comparison
SSDOX's dividend yield for the trailing twelve months is around 2.18%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSDOX State Street Target Retirement 2055 Fund | 2.18% | 2.29% | 2.16% | 1.64% | 1.78% | 1.49% | 2.36% | 2.37% | 1.99% | 1.49% | 1.88% | 1.58% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SSDOX vs. VOO - Drawdown Comparison
The maximum SSDOX drawdown since its inception was -30.33%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SSDOX and VOO. For additional features, visit the drawdowns tool.
Volatility
SSDOX vs. VOO - Volatility Comparison
The current volatility for State Street Target Retirement 2055 Fund (SSDOX) is 2.65%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.13%. This indicates that SSDOX 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.