SSMKX vs. VXF
Compare and contrast key facts about State Street Small/Mid Cap Equity Index Fund (SSMKX) and Vanguard Extended Market ETF (VXF).
SSMKX is managed by State Street Global Advisors. It was launched on Aug 12, 2015. VXF is a passively managed fund by Vanguard that tracks the performance of the S&P Completion Index. It was launched on Dec 27, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSMKX or VXF.
Correlation
The correlation between SSMKX and VXF is 0.99, 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. VXF - Performance Comparison
Key characteristics
SSMKX:
1.24
VXF:
1.22
SSMKX:
1.76
VXF:
1.74
SSMKX:
1.22
VXF:
1.22
SSMKX:
0.72
VXF:
1.33
SSMKX:
6.10
VXF:
5.91
SSMKX:
3.63%
VXF:
3.69%
SSMKX:
17.83%
VXF:
17.94%
SSMKX:
-45.04%
VXF:
-58.04%
SSMKX:
-14.46%
VXF:
-4.03%
Returns By Period
In the year-to-date period, SSMKX achieves a 4.59% return, which is significantly higher than VXF's 4.33% return.
SSMKX
4.59%
5.16%
16.90%
19.64%
5.57%
N/A
VXF
4.33%
4.89%
17.10%
19.17%
9.93%
9.60%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SSMKX vs. VXF - Expense Ratio Comparison
SSMKX has a 0.05% expense ratio, which is lower than VXF's 0.06% expense ratio. Despite the difference, 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. VXF — Risk-Adjusted Performance Rank
SSMKX
VXF
SSMKX vs. VXF - 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 Extended Market ETF (VXF). 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. VXF - Dividend Comparison
SSMKX's dividend yield for the trailing twelve months is around 2.03%, more than VXF's 1.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSMKX State Street Small/Mid Cap Equity Index Fund | 2.03% | 2.12% | 1.67% | 1.73% | 3.63% | 0.67% | 2.29% | 1.73% | 4.77% | 1.29% | 0.68% | 0.00% |
VXF Vanguard Extended Market ETF | 1.05% | 1.09% | 1.27% | 1.15% | 1.13% | 1.07% | 1.30% | 1.66% | 1.25% | 1.43% | 1.35% | 1.32% |
Drawdowns
SSMKX vs. VXF - Drawdown Comparison
The maximum SSMKX drawdown since its inception was -45.04%, smaller than the maximum VXF drawdown of -58.04%. Use the drawdown chart below to compare losses from any high point for SSMKX and VXF. For additional features, visit the drawdowns tool.
Volatility
SSMKX vs. VXF - Volatility Comparison
State Street Small/Mid Cap Equity Index Fund (SSMKX) and Vanguard Extended Market ETF (VXF) have volatilities of 4.11% and 4.09%, 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.