SSSYX vs. SIVIX
Compare and contrast key facts about State Street Equity 500 Index Fund Class K (SSSYX) and State Street Institutional Small-Cap Equity Fund (SIVIX).
SSSYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014. SIVIX is managed by State Street. It was launched on Aug 3, 1998.
Performance
SSSYX vs. SIVIX - Performance Comparison
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SSSYX vs. SIVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSSYX State Street Equity 500 Index Fund Class K | -4.34% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 21.61% |
SIVIX State Street Institutional Small-Cap Equity Fund | -1.09% | 0.64% | 10.83% | 14.23% | -14.99% | 21.48% | 15.19% | 26.69% | -10.13% | 13.22% |
Returns By Period
In the year-to-date period, SSSYX achieves a -4.34% return, which is significantly lower than SIVIX's -1.09% return. Over the past 10 years, SSSYX has outperformed SIVIX with an annualized return of 14.02%, while SIVIX has yielded a comparatively lower 8.96% annualized return.
SSSYX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.15%
- 1Y
- 17.29%
- 3Y*
- 18.28%
- 5Y*
- 11.75%
- 10Y*
- 14.02%
SIVIX
- 1D
- 2.54%
- 1M
- -7.02%
- YTD
- -1.09%
- 6M
- -1.65%
- 1Y
- 8.05%
- 3Y*
- 6.85%
- 5Y*
- 2.63%
- 10Y*
- 8.96%
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SSSYX vs. SIVIX - Expense Ratio Comparison
SSSYX has a 0.02% expense ratio, which is lower than SIVIX's 0.75% expense ratio.
Return for Risk
SSSYX vs. SIVIX — Risk / Return Rank
SSSYX
SIVIX
SSSYX vs. SIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Equity 500 Index Fund Class K (SSSYX) and State Street Institutional Small-Cap Equity Fund (SIVIX). 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.
| SSSYX | SIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.39 | +0.58 |
Sortino ratioReturn per unit of downside risk | 1.49 | 0.73 | +0.77 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.09 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 0.61 | +0.91 |
Martin ratioReturn relative to average drawdown | 7.30 | 2.10 | +5.20 |
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
| SSSYX | SIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.39 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.13 | +0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | 0.43 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | 0.42 | -0.31 |
Correlation
The correlation between SSSYX and SIVIX is 0.81, 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
SSSYX vs. SIVIX - Dividend Comparison
SSSYX's dividend yield for the trailing twelve months is around 1.51%, less than SIVIX's 17.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSSYX State Street Equity 500 Index Fund Class K | 1.51% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
SIVIX State Street Institutional Small-Cap Equity Fund | 17.78% | 17.59% | 10.99% | 7.77% | 4.87% | 16.56% | 3.16% | 6.27% | 19.92% | 9.35% | 3.38% | 13.07% |
Drawdowns
SSSYX vs. SIVIX - Drawdown Comparison
The maximum SSSYX drawdown since its inception was -91.48%, which is greater than SIVIX's maximum drawdown of -56.52%. Use the drawdown chart below to compare losses from any high point for SSSYX and SIVIX.
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Drawdown Indicators
| SSSYX | SIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.48% | -56.52% | -34.96% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -13.88% | +1.78% |
Max Drawdown (5Y)Largest decline over 5 years | -24.49% | -26.51% | +2.02% |
Max Drawdown (10Y)Largest decline over 10 years | -91.48% | -43.92% | -47.56% |
Current DrawdownCurrent decline from peak | -6.22% | -8.66% | +2.44% |
Average DrawdownAverage peak-to-trough decline | -4.20% | -8.87% | +4.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 4.02% | -1.50% |
Volatility
SSSYX vs. SIVIX - Volatility Comparison
The current volatility for State Street Equity 500 Index Fund Class K (SSSYX) is 5.34%, while State Street Institutional Small-Cap Equity Fund (SIVIX) has a volatility of 6.10%. This indicates that SSSYX experiences smaller price fluctuations and is considered to be less risky than SIVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSSYX | SIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 6.10% | -0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 12.38% | -2.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.29% | 22.09% | -3.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.89% | 20.33% | -3.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 124.43% | 21.10% | +103.33% |