SSSYX vs. BLK
Compare and contrast key facts about State Street Equity 500 Index Fund Class K (SSSYX) and BlackRock, Inc. (BLK).
SSSYX is a passively managed fund by State Street Global Advisors that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSSYX or BLK.
Correlation
The correlation between SSSYX and BLK is 0.74, 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
SSSYX vs. BLK - Performance Comparison
Key characteristics
SSSYX:
1.87
BLK:
1.40
SSSYX:
2.52
BLK:
1.94
SSSYX:
1.34
BLK:
1.25
SSSYX:
2.83
BLK:
1.56
SSSYX:
11.72
BLK:
5.73
SSSYX:
2.04%
BLK:
4.82%
SSSYX:
12.75%
BLK:
19.78%
SSSYX:
-33.77%
BLK:
-60.36%
SSSYX:
-0.42%
BLK:
-8.01%
Returns By Period
In the year-to-date period, SSSYX achieves a 4.20% return, which is significantly higher than BLK's -3.49% return. Over the past 10 years, SSSYX has underperformed BLK with an annualized return of 11.81%, while BLK has yielded a comparatively higher 13.01% annualized return.
SSSYX
4.20%
1.25%
10.51%
24.43%
13.96%
11.81%
BLK
-3.49%
-2.24%
15.59%
25.77%
15.06%
13.01%
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Risk-Adjusted Performance
SSSYX vs. BLK — Risk-Adjusted Performance Rank
SSSYX
BLK
SSSYX vs. BLK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Equity 500 Index Fund Class K (SSSYX) and BlackRock, Inc. (BLK). 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
SSSYX vs. BLK - Dividend Comparison
SSSYX's dividend yield for the trailing twelve months is around 1.56%, less than BLK's 2.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSSYX State Street Equity 500 Index Fund Class K | 1.56% | 1.63% | 1.44% | 1.09% | 1.38% | 1.58% | 1.92% | 2.14% | 2.29% | 1.66% | 1.84% | 1.81% |
BLK BlackRock, Inc. | 2.06% | 1.99% | 2.46% | 2.75% | 1.80% | 2.01% | 2.63% | 3.06% | 1.95% | 2.41% | 2.56% | 2.16% |
Drawdowns
SSSYX vs. BLK - Drawdown Comparison
The maximum SSSYX drawdown since its inception was -33.77%, smaller than the maximum BLK drawdown of -60.36%. Use the drawdown chart below to compare losses from any high point for SSSYX and BLK. For additional features, visit the drawdowns tool.
Volatility
SSSYX vs. BLK - Volatility Comparison
The current volatility for State Street Equity 500 Index Fund Class K (SSSYX) is 2.99%, while BlackRock, Inc. (BLK) has a volatility of 7.40%. This indicates that SSSYX experiences smaller price fluctuations and is considered to be less risky than BLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.