SSGJX vs. FITLX
Compare and contrast key facts about State Street Global All Cap Equity ex-U.S. Index Fund (SSGJX) and Fidelity US Sustainability Index Fund (FITLX).
SSGJX is managed by State Street Global Advisors. It was launched on Sep 17, 2014. FITLX is managed by Fidelity. It was launched on May 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSGJX or FITLX.
Correlation
The correlation between SSGJX and FITLX is 0.70, 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
SSGJX vs. FITLX - Performance Comparison
Key characteristics
SSGJX:
1.12
FITLX:
1.43
SSGJX:
1.55
FITLX:
1.98
SSGJX:
1.20
FITLX:
1.26
SSGJX:
1.09
FITLX:
2.16
SSGJX:
2.89
FITLX:
8.06
SSGJX:
4.45%
FITLX:
2.55%
SSGJX:
11.51%
FITLX:
14.36%
SSGJX:
-40.42%
FITLX:
-34.35%
SSGJX:
-3.82%
FITLX:
-2.32%
Returns By Period
In the year-to-date period, SSGJX achieves a 6.76% return, which is significantly higher than FITLX's 2.27% return.
SSGJX
6.76%
6.76%
2.25%
11.21%
4.71%
3.83%
FITLX
2.27%
0.95%
8.13%
18.90%
13.84%
N/A
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SSGJX vs. FITLX - Expense Ratio Comparison
SSGJX has a 0.27% expense ratio, which is higher than FITLX's 0.11% 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
SSGJX vs. FITLX — Risk-Adjusted Performance Rank
SSGJX
FITLX
SSGJX vs. FITLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Global All Cap Equity ex-U.S. Index Fund (SSGJX) and Fidelity US Sustainability Index Fund (FITLX). 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
SSGJX vs. FITLX - Dividend Comparison
SSGJX's dividend yield for the trailing twelve months is around 2.89%, more than FITLX's 1.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSGJX State Street Global All Cap Equity ex-U.S. Index Fund | 2.89% | 3.08% | 2.88% | 2.28% | 2.48% | 1.55% | 2.91% | 2.81% | 2.67% | 1.52% | 2.09% | 0.53% |
FITLX Fidelity US Sustainability Index Fund | 1.26% | 1.29% | 1.12% | 1.49% | 0.81% | 1.01% | 1.27% | 1.37% | 0.71% | 0.00% | 0.00% | 0.00% |
Drawdowns
SSGJX vs. FITLX - Drawdown Comparison
The maximum SSGJX drawdown since its inception was -40.42%, which is greater than FITLX's maximum drawdown of -34.35%. Use the drawdown chart below to compare losses from any high point for SSGJX and FITLX. For additional features, visit the drawdowns tool.
Volatility
SSGJX vs. FITLX - Volatility Comparison
The current volatility for State Street Global All Cap Equity ex-U.S. Index Fund (SSGJX) is 2.84%, while Fidelity US Sustainability Index Fund (FITLX) has a volatility of 4.06%. This indicates that SSGJX experiences smaller price fluctuations and is considered to be less risky than FITLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.