SSEYX vs. SVSPX
Compare and contrast key facts about State Street Equity 500 Index II Portfolio (SSEYX) and State Street S&P 500 Index Fund Class N (SVSPX).
SSEYX is managed by State Street Global Advisors. It was launched on Aug 11, 2014. SVSPX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Dec 30, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSEYX or SVSPX.
Correlation
The correlation between SSEYX and SVSPX is 0.99, 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
SSEYX vs. SVSPX - Performance Comparison
Key characteristics
SSEYX:
2.01
SVSPX:
1.22
SSEYX:
2.69
SVSPX:
1.55
SSEYX:
1.37
SVSPX:
1.25
SSEYX:
2.98
SVSPX:
0.76
SSEYX:
13.10
SVSPX:
8.74
SSEYX:
1.92%
SVSPX:
2.01%
SSEYX:
12.56%
SVSPX:
14.42%
SSEYX:
-33.75%
SVSPX:
-86.30%
SSEYX:
-3.68%
SVSPX:
-9.42%
Returns By Period
In the year-to-date period, SSEYX achieves a 24.55% return, which is significantly higher than SVSPX's 16.98% return. Over the past 10 years, SSEYX has outperformed SVSPX with an annualized return of 10.83%, while SVSPX has yielded a comparatively lower 5.14% annualized return.
SSEYX
24.55%
-1.68%
8.30%
24.98%
14.46%
10.83%
SVSPX
16.98%
-7.54%
1.78%
17.38%
5.01%
5.14%
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SSEYX vs. SVSPX - Expense Ratio Comparison
SSEYX has a 0.02% expense ratio, which is lower than SVSPX's 0.16% expense ratio. Despite the difference, 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
SSEYX vs. SVSPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Equity 500 Index II Portfolio (SSEYX) and State Street S&P 500 Index Fund Class N (SVSPX). 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
SSEYX vs. SVSPX - Dividend Comparison
SSEYX has not paid dividends to shareholders, while SVSPX's dividend yield for the trailing twelve months is around 0.90%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSEYX State Street Equity 500 Index II Portfolio | 0.00% | 1.46% | 1.07% | 1.17% | 1.53% | 1.75% | 2.20% | 2.10% | 1.59% | 1.93% | 0.81% | 0.00% |
SVSPX State Street S&P 500 Index Fund Class N | 0.90% | 1.52% | 1.69% | 1.66% | 5.53% | 1.74% | 2.65% | 1.78% | 1.42% | 1.96% | 1.76% | 3.00% |
Drawdowns
SSEYX vs. SVSPX - Drawdown Comparison
The maximum SSEYX drawdown since its inception was -33.75%, smaller than the maximum SVSPX drawdown of -86.30%. Use the drawdown chart below to compare losses from any high point for SSEYX and SVSPX. For additional features, visit the drawdowns tool.
Volatility
SSEYX vs. SVSPX - Volatility Comparison
The current volatility for State Street Equity 500 Index II Portfolio (SSEYX) is 3.92%, while State Street S&P 500 Index Fund Class N (SVSPX) has a volatility of 8.19%. This indicates that SSEYX experiences smaller price fluctuations and is considered to be less risky than SVSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.