SSSYX vs. VSMPX
Compare and contrast key facts about State Street Equity 500 Index Fund Class K (SSSYX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX).
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. VSMPX is managed by Vanguard. It was launched on Apr 28, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSSYX or VSMPX.
Correlation
The correlation between SSSYX and VSMPX is 0.99, 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. VSMPX - Performance Comparison
Key characteristics
SSSYX:
0.52
VSMPX:
0.48
SSSYX:
0.89
VSMPX:
0.83
SSSYX:
1.13
VSMPX:
1.12
SSSYX:
0.56
VSMPX:
0.51
SSSYX:
2.18
VSMPX:
1.95
SSSYX:
4.85%
VSMPX:
5.07%
SSSYX:
19.34%
VSMPX:
19.65%
SSSYX:
-33.77%
VSMPX:
-34.97%
SSSYX:
-7.64%
VSMPX:
-7.95%
Returns By Period
In the year-to-date period, SSSYX achieves a -3.36% return, which is significantly higher than VSMPX's -3.70% return. Over the past 10 years, SSSYX has underperformed VSMPX with an annualized return of 10.99%, while VSMPX has yielded a comparatively higher 11.78% annualized return.
SSSYX
-3.36%
3.80%
-5.00%
9.98%
15.12%
10.99%
VSMPX
-3.70%
4.20%
-5.62%
9.30%
15.27%
11.78%
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SSSYX vs. VSMPX - Expense Ratio Comparison
Both SSSYX and VSMPX have an expense ratio of 0.02%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
SSSYX vs. VSMPX — Risk-Adjusted Performance Rank
SSSYX
VSMPX
SSSYX vs. VSMPX - 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 Total Stock Market Index Fund Institutional Plus Shares (VSMPX). 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. VSMPX - Dividend Comparison
SSSYX's dividend yield for the trailing twelve months is around 1.68%, more than VSMPX's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSSYX State Street Equity 500 Index Fund Class K | 1.68% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% | 1.81% |
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | 1.35% | 1.27% | 1.44% | 1.67% | 1.22% | 1.43% | 1.78% | 2.05% | 1.73% | 1.95% | 1.52% | 0.00% |
Drawdowns
SSSYX vs. VSMPX - Drawdown Comparison
The maximum SSSYX drawdown since its inception was -33.77%, roughly equal to the maximum VSMPX drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for SSSYX and VSMPX. For additional features, visit the drawdowns tool.
Volatility
SSSYX vs. VSMPX - Volatility Comparison
State Street Equity 500 Index Fund Class K (SSSYX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) have volatilities of 6.80% and 6.87%, 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.