SSDOX vs. VTI
Compare and contrast key facts about State Street Target Retirement 2055 Fund (SSDOX) and Vanguard Total Stock Market ETF (VTI).
SSDOX is managed by State Street Global Advisors. It was launched on Sep 29, 2014. 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: SSDOX or VTI.
Correlation
The correlation between SSDOX and VTI is 0.94, 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. VTI - Performance Comparison
Key characteristics
SSDOX:
1.20
VTI:
1.78
SSDOX:
1.63
VTI:
2.41
SSDOX:
1.22
VTI:
1.33
SSDOX:
1.24
VTI:
2.68
SSDOX:
5.31
VTI:
10.67
SSDOX:
2.52%
VTI:
2.15%
SSDOX:
11.16%
VTI:
12.90%
SSDOX:
-30.33%
VTI:
-55.45%
SSDOX:
-2.06%
VTI:
-0.54%
Returns By Period
In the year-to-date period, SSDOX achieves a 4.83% return, which is significantly higher than VTI's 4.03% return. Over the past 10 years, SSDOX has underperformed VTI with an annualized return of 6.49%, while VTI has yielded a comparatively higher 12.64% annualized return.
SSDOX
4.83%
1.97%
3.69%
13.90%
6.28%
6.49%
VTI
4.03%
0.79%
10.68%
23.73%
13.92%
12.64%
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SSDOX vs. VTI - Expense Ratio Comparison
SSDOX has a 0.21% 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
SSDOX vs. VTI — Risk-Adjusted Performance Rank
SSDOX
VTI
SSDOX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Target Retirement 2055 Fund (SSDOX) 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
SSDOX vs. VTI - Dividend Comparison
SSDOX's dividend yield for the trailing twelve months is around 2.18%, more than VTI's 1.22% 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% |
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
SSDOX vs. VTI - Drawdown Comparison
The maximum SSDOX drawdown since its inception was -30.33%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for SSDOX and VTI. For additional features, visit the drawdowns tool.
Volatility
SSDOX vs. VTI - Volatility Comparison
The current volatility for State Street Target Retirement 2055 Fund (SSDOX) is 2.49%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 2.95%. This indicates that SSDOX 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.