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 Global Advisors. 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 May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSMKX or VTI.
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.
Performance
SSMKX vs. VTI - Performance Comparison
Key characteristics
SSMKX:
1.37
VTI:
1.91
SSMKX:
1.95
VTI:
2.58
SSMKX:
1.24
VTI:
1.35
SSMKX:
0.78
VTI:
2.89
SSMKX:
6.63
VTI:
11.50
SSMKX:
3.64%
VTI:
2.16%
SSMKX:
17.48%
VTI:
12.93%
SSMKX:
-45.04%
VTI:
-55.45%
SSMKX:
-13.80%
VTI:
-0.11%
Returns By Period
In the year-to-date period, SSMKX achieves a 5.40% return, which is significantly higher than VTI's 4.15% return.
SSMKX
5.40%
1.32%
13.75%
20.69%
5.59%
N/A
VTI
4.15%
1.90%
10.15%
23.12%
13.65%
12.66%
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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%.
Risk-Adjusted Performance
SSMKX vs. VTI — Risk-Adjusted Performance Rank
SSMKX
VTI
SSMKX vs. VTI - Risk-Adjusted Performance 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.
Dividends
SSMKX vs. VTI - Dividend Comparison
SSMKX's dividend yield for the trailing twelve months is around 2.01%, more than VTI's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSMKX State Street Small/Mid Cap Equity Index Fund | 2.01% | 2.12% | 1.67% | 1.73% | 3.63% | 0.67% | 2.29% | 1.73% | 4.77% | 1.29% | 0.68% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.22% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
SSMKX vs. VTI - Drawdown Comparison
The maximum SSMKX drawdown since its inception was -45.04%, 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. For additional features, visit the drawdowns tool.
Volatility
SSMKX vs. VTI - Volatility Comparison
State Street Small/Mid Cap Equity Index Fund (SSMKX) has a higher volatility of 3.86% compared to Vanguard Total Stock Market ETF (VTI) at 3.14%. 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.