Correlation
The correlation between SSSYX and VOO is 1.00, 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.
SSSYX vs. VOO
Compare and contrast key facts about State Street Equity 500 Index Fund Class K (SSSYX) and Vanguard S&P 500 ETF (VOO).
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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both SSSYX and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSSYX or VOO.
Performance
SSSYX vs. VOO - Performance Comparison
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Key characteristics
SSSYX:
0.73
VOO:
0.74
SSSYX:
1.04
VOO:
1.04
SSSYX:
1.15
VOO:
1.15
SSSYX:
0.69
VOO:
0.68
SSSYX:
2.61
VOO:
2.58
SSSYX:
4.93%
VOO:
4.93%
SSSYX:
19.75%
VOO:
19.54%
SSSYX:
-33.77%
VOO:
-33.99%
SSSYX:
-3.44%
VOO:
-3.55%
Returns By Period
In the year-to-date period, SSSYX achieves a 1.03% return, which is significantly higher than VOO's 0.90% return. Both investments have delivered pretty close results over the past 10 years, with SSSYX having a 12.77% annualized return and VOO not far ahead at 12.81%.
SSSYX
1.03%
5.62%
-1.38%
13.46%
14.36%
15.86%
12.77%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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SSSYX vs. VOO - Expense Ratio Comparison
SSSYX has a 0.02% expense ratio, which is lower than VOO's 0.03% 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
SSSYX vs. VOO — Risk-Adjusted Performance Rank
SSSYX
VOO
SSSYX vs. VOO - 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 Vanguard S&P 500 ETF (VOO). 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.
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Dividends
SSSYX vs. VOO - Dividend Comparison
SSSYX's dividend yield for the trailing twelve months is around 1.61%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSSYX State Street Equity 500 Index Fund Class K | 1.61% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.17% | 5.94% | 1.66% | 1.84% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SSSYX vs. VOO - Drawdown Comparison
The maximum SSSYX drawdown since its inception was -33.77%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SSSYX and VOO.
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Volatility
SSSYX vs. VOO - Volatility Comparison
State Street Equity 500 Index Fund Class K (SSSYX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.82% and 4.84%, 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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