SSSYX vs. VIMAX
Compare and contrast key facts about State Street Equity 500 Index Fund Class K (SSSYX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX).
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. VIMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
SSSYX vs. VIMAX - Performance Comparison
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SSSYX vs. VIMAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSSYX State Street Equity 500 Index Fund Class K | -7.05% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 21.61% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | -2.80% | 11.67% | 14.66% | 16.53% | -18.70% | 24.51% | 18.18% | 31.03% | -9.24% | 19.26% |
Returns By Period
In the year-to-date period, SSSYX achieves a -7.05% return, which is significantly lower than VIMAX's -2.80% return. Over the past 10 years, SSSYX has outperformed VIMAX with an annualized return of 13.69%, while VIMAX has yielded a comparatively lower 10.42% annualized return.
SSSYX
- 1D
- -0.39%
- 1M
- -7.67%
- YTD
- -7.05%
- 6M
- -4.60%
- 1Y
- 14.40%
- 3Y*
- 17.15%
- 5Y*
- 11.37%
- 10Y*
- 13.69%
VIMAX
- 1D
- -0.66%
- 1M
- -7.87%
- YTD
- -2.80%
- 6M
- -3.59%
- 1Y
- 10.30%
- 3Y*
- 11.78%
- 5Y*
- 6.50%
- 10Y*
- 10.42%
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SSSYX vs. VIMAX - Expense Ratio Comparison
SSSYX has a 0.02% expense ratio, which is lower than VIMAX's 0.05% 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%.
Return for Risk
SSSYX vs. VIMAX — Risk / Return Rank
SSSYX
VIMAX
SSSYX vs. VIMAX - 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 Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX). 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 | VIMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.63 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.30 | 0.99 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.14 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.73 | +0.33 |
Martin ratioReturn relative to average drawdown | 5.13 | 3.39 | +1.74 |
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 | VIMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.63 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.37 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | 0.55 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | 0.48 | -0.37 |
Correlation
The correlation between SSSYX and VIMAX 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.
Dividends
SSSYX vs. VIMAX - Dividend Comparison
SSSYX's dividend yield for the trailing twelve months is around 1.55%, more than VIMAX's 1.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSSYX State Street Equity 500 Index Fund Class K | 1.55% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.53% | 1.51% | 1.48% | 1.50% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% |
Drawdowns
SSSYX vs. VIMAX - Drawdown Comparison
The maximum SSSYX drawdown since its inception was -91.48%, which is greater than VIMAX's maximum drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for SSSYX and VIMAX.
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Drawdown Indicators
| SSSYX | VIMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.48% | -58.88% | -32.60% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -12.77% | +0.67% |
Max Drawdown (5Y)Largest decline over 5 years | -24.49% | -27.55% | +3.06% |
Max Drawdown (10Y)Largest decline over 10 years | -91.48% | -39.30% | -52.18% |
Current DrawdownCurrent decline from peak | -8.88% | -8.13% | -0.75% |
Average DrawdownAverage peak-to-trough decline | -4.20% | -8.17% | +3.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.75% | -0.26% |
Volatility
SSSYX vs. VIMAX - Volatility Comparison
State Street Equity 500 Index Fund Class K (SSSYX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) have volatilities of 4.24% and 4.23%, 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.
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Volatility by Period
| SSSYX | VIMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 4.23% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 9.43% | -0.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.10% | 17.58% | +0.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.85% | 17.63% | -0.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 124.43% | 18.90% | +105.53% |