SSPIX vs. FXAIX

In the year-to-date period, SSPIX achieves a 0.93% return, which is significantly lower than FXAIX's 1.34% return. Both investments have delivered pretty close results over the past 10 years, with SSPIX having a 12.51% annualized return and FXAIX not far ahead at 12.68%.

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SSPIX has a 0.25% expense ratio, which is higher than FXAIX's 0.02% 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%.

This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Managed Trust S&P 500 Index Fund (SSPIX) and Fidelity 500 Index Fund (FXAIX). 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.

The current SSPIX Sharpe Ratio is 0.72, which is comparable to the FXAIX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of SSPIX and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SSPIX's dividend yield for the trailing twelve months is around 12.63%, more than FXAIX's 1.55% yield.

The maximum SSPIX drawdown since its inception was -55.65%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for SSPIX and FXAIX.

SEI Institutional Managed Trust S&P 500 Index Fund (SSPIX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 4.77% and 4.77%, 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.