SSFDX vs. VBTLX
Compare and contrast key facts about State Street Aggregate Bond Index Fund (SSFDX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX).
SSFDX is managed by State Street Global Advisors. It was launched on Sep 19, 2014. VBTLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSFDX or VBTLX.
Correlation
The correlation between SSFDX and VBTLX 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
SSFDX vs. VBTLX - Performance Comparison
Key characteristics
SSFDX:
0.95
VBTLX:
0.67
SSFDX:
1.38
VBTLX:
0.99
SSFDX:
1.16
VBTLX:
1.12
SSFDX:
0.31
VBTLX:
0.26
SSFDX:
2.33
VBTLX:
1.72
SSFDX:
2.10%
VBTLX:
2.06%
SSFDX:
5.16%
VBTLX:
5.22%
SSFDX:
-20.81%
VBTLX:
-19.05%
SSFDX:
-10.74%
VBTLX:
-8.68%
Returns By Period
In the year-to-date period, SSFDX achieves a 1.13% return, which is significantly higher than VBTLX's 0.75% return. Over the past 10 years, SSFDX has outperformed VBTLX with an annualized return of 1.49%, while VBTLX has yielded a comparatively lower 1.33% annualized return.
SSFDX
1.13%
1.40%
-0.41%
4.22%
-0.29%
1.49%
VBTLX
0.75%
1.07%
-0.71%
3.87%
-0.61%
1.33%
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SSFDX vs. VBTLX - Expense Ratio Comparison
SSFDX has a 0.23% expense ratio, which is higher than VBTLX's 0.05% 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
SSFDX vs. VBTLX — Risk-Adjusted Performance Rank
SSFDX
VBTLX
SSFDX vs. VBTLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Aggregate Bond Index Fund (SSFDX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX). 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
SSFDX vs. VBTLX - Dividend Comparison
SSFDX's dividend yield for the trailing twelve months is around 3.62%, less than VBTLX's 3.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSFDX State Street Aggregate Bond Index Fund | 3.62% | 3.59% | 2.95% | 2.26% | 1.69% | 8.09% | 2.77% | 2.80% | 2.34% | 2.14% | 3.18% | 0.51% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.71% | 3.69% | 3.11% | 2.51% | 1.90% | 2.23% | 2.74% | 2.78% | 2.51% | 2.49% | 2.48% | 2.55% |
Drawdowns
SSFDX vs. VBTLX - Drawdown Comparison
The maximum SSFDX drawdown since its inception was -20.81%, which is greater than VBTLX's maximum drawdown of -19.05%. Use the drawdown chart below to compare losses from any high point for SSFDX and VBTLX. For additional features, visit the drawdowns tool.
Volatility
SSFDX vs. VBTLX - Volatility Comparison
State Street Aggregate Bond Index Fund (SSFDX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) have volatilities of 1.31% and 1.28%, 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.