SSMKX vs. VTI
Compare and contrast key facts about State Street Small/Mid Cap Equity Index Fund (SSMKX) and Vanguard Total Stock Market ETF (VTI).
SSMKX is managed by State Street. It was launched on Aug 12, 2015. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on Jun 27, 2016.
Performance
SSMKX vs. VTI - Performance Comparison
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SSMKX vs. VTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSMKX State Street Small/Mid Cap Equity Index Fund | -1.19% | 12.77% | 17.20% | 25.20% | -25.49% | 12.38% | 32.41% | 27.82% | -9.02% | 18.16% |
VTI Vanguard Total Stock Market ETF | -3.29% | 17.10% | 23.81% | 26.05% | -19.52% | 25.68% | 21.08% | 30.67% | -5.23% | 21.21% |
Returns By Period
In the year-to-date period, SSMKX achieves a -1.19% return, which is significantly higher than VTI's -3.29% return. Over the past 10 years, SSMKX has underperformed VTI with an annualized return of 11.29%, while VTI has yielded a comparatively higher 13.69% annualized return.
SSMKX
- 1D
- 3.42%
- 1M
- -5.59%
- YTD
- -1.19%
- 6M
- -0.97%
- 1Y
- 20.97%
- 3Y*
- 15.57%
- 5Y*
- 4.63%
- 10Y*
- 11.29%
VTI
- 1D
- 0.76%
- 1M
- -4.38%
- YTD
- -3.29%
- 6M
- -1.26%
- 1Y
- 18.60%
- 3Y*
- 18.14%
- 5Y*
- 10.63%
- 10Y*
- 13.69%
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SSMKX vs. VTI - Expense Ratio Comparison
SSMKX has a 0.05% 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%.
Return for Risk
SSMKX vs. VTI — Risk / Return Rank
SSMKX
VTI
SSMKX vs. VTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Small/Mid Cap Equity Index Fund (SSMKX) 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.
| SSMKX | VTI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.98 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.52 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.54 | -0.08 |
Martin ratioReturn relative to average drawdown | 6.15 | 7.30 | -1.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SSMKX | VTI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.98 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.61 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.75 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.48 | +0.02 |
Correlation
The correlation between SSMKX and VTI is 0.91, 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.
Dividends
SSMKX vs. VTI - Dividend Comparison
SSMKX's dividend yield for the trailing twelve months is around 5.16%, more than VTI's 1.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSMKX State Street Small/Mid Cap Equity Index Fund | 5.16% | 5.10% | 2.12% | 2.56% | 17.09% | 9.69% | 1.47% | 5.75% | 3.68% | 5.52% | 1.30% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.17% | 1.12% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% |
Drawdowns
SSMKX vs. VTI - Drawdown Comparison
The maximum SSMKX drawdown since its inception was -41.65%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for SSMKX and VTI.
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Drawdown Indicators
| SSMKX | VTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.65% | -55.45% | +13.80% |
Max Drawdown (1Y)Largest decline over 1 year | -14.48% | -12.30% | -2.18% |
Max Drawdown (5Y)Largest decline over 5 years | -35.19% | -25.36% | -9.83% |
Max Drawdown (10Y)Largest decline over 10 years | -41.65% | -35.00% | -6.65% |
Current DrawdownCurrent decline from peak | -6.96% | -5.54% | -1.42% |
Average DrawdownAverage peak-to-trough decline | -8.81% | -8.08% | -0.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.44% | 2.60% | +0.84% |
Volatility
SSMKX vs. VTI - Volatility Comparison
State Street Small/Mid Cap Equity Index Fund (SSMKX) has a higher volatility of 6.97% compared to Vanguard Total Stock Market ETF (VTI) at 5.48%. This indicates that SSMKX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSMKX | VTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.97% | 5.48% | +1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 13.21% | 9.75% | +3.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.65% | 19.02% | +3.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.27% | 17.41% | +4.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.23% | 18.29% | +3.94% |