SSMHX vs. SSEYX
Compare and contrast key facts about State Street Small/Mid Cap Equity Index Portfolio (SSMHX) and State Street Equity 500 Index II Portfolio (SSEYX).
SSMHX is managed by State Street Global Advisors. It was launched on Aug 11, 2015. SSEYX is managed by State Street Global Advisors. It was launched on Aug 11, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSMHX or SSEYX.
Correlation
The correlation between SSMHX and SSEYX is 0.87, 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
SSMHX vs. SSEYX - Performance Comparison
Key characteristics
SSMHX:
0.93
SSEYX:
1.86
SSMHX:
1.35
SSEYX:
2.51
SSMHX:
1.17
SSEYX:
1.34
SSMHX:
0.63
SSEYX:
2.81
SSMHX:
3.61
SSEYX:
11.40
SSMHX:
4.65%
SSEYX:
2.08%
SSMHX:
18.01%
SSEYX:
12.77%
SSMHX:
-43.83%
SSEYX:
-33.75%
SSMHX:
-12.31%
SSEYX:
0.00%
Returns By Period
In the year-to-date period, SSMHX achieves a 5.87% return, which is significantly higher than SSEYX's 4.38% return.
SSMHX
5.87%
1.78%
10.40%
16.01%
5.67%
N/A
SSEYX
4.38%
2.32%
9.70%
23.52%
13.44%
11.64%
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SSMHX vs. SSEYX - Expense Ratio Comparison
Both SSMHX and SSEYX have an expense ratio of 0.02%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
SSMHX vs. SSEYX — Risk-Adjusted Performance Rank
SSMHX
SSEYX
SSMHX vs. SSEYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Small/Mid Cap Equity Index Portfolio (SSMHX) and State Street Equity 500 Index II Portfolio (SSEYX). 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
SSMHX vs. SSEYX - Dividend Comparison
SSMHX's dividend yield for the trailing twelve months is around 1.28%, less than SSEYX's 1.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSMHX State Street Small/Mid Cap Equity Index Portfolio | 1.28% | 1.36% | 1.30% | 1.40% | 1.10% | 0.88% | 1.30% | 1.80% | 1.26% | 0.88% | 0.60% | 0.00% |
SSEYX State Street Equity 500 Index II Portfolio | 1.40% | 1.46% | 1.46% | 1.07% | 1.17% | 1.53% | 1.75% | 2.20% | 2.10% | 1.59% | 1.93% | 0.81% |
Drawdowns
SSMHX vs. SSEYX - Drawdown Comparison
The maximum SSMHX drawdown since its inception was -43.83%, which is greater than SSEYX's maximum drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for SSMHX and SSEYX. For additional features, visit the drawdowns tool.
Volatility
SSMHX vs. SSEYX - Volatility Comparison
State Street Small/Mid Cap Equity Index Portfolio (SSMHX) has a higher volatility of 3.84% compared to State Street Equity 500 Index II Portfolio (SSEYX) at 3.18%. This indicates that SSMHX's price experiences larger fluctuations and is considered to be riskier than SSEYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.