STFAX vs. VTSAX
Compare and contrast key facts about State Street Equity 500 Index Fund (STFAX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
STFAX is managed by State Street Global Advisors. It was launched on Apr 18, 2001. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STFAX or VTSAX.
Correlation
The correlation between STFAX and VTSAX 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
STFAX vs. VTSAX - Performance Comparison
Key characteristics
STFAX:
1.95
VTSAX:
1.90
STFAX:
2.62
VTSAX:
2.56
STFAX:
1.36
VTSAX:
1.35
STFAX:
2.95
VTSAX:
2.89
STFAX:
12.21
VTSAX:
11.42
STFAX:
2.04%
VTSAX:
2.17%
STFAX:
12.78%
VTSAX:
13.02%
STFAX:
-55.18%
VTSAX:
-55.34%
STFAX:
0.00%
VTSAX:
-0.08%
Returns By Period
The year-to-date returns for both investments are quite close, with STFAX having a 4.09% return and VTSAX slightly higher at 4.20%. Over the past 10 years, STFAX has underperformed VTSAX with an annualized return of 11.69%, while VTSAX has yielded a comparatively higher 12.71% annualized return.
STFAX
4.09%
2.04%
10.69%
23.57%
13.52%
11.69%
VTSAX
4.20%
1.91%
11.22%
23.12%
13.75%
12.71%
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STFAX vs. VTSAX - Expense Ratio Comparison
STFAX has a 0.17% expense ratio, which is higher than VTSAX's 0.04% expense ratio. However, 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
STFAX vs. VTSAX — Risk-Adjusted Performance Rank
STFAX
VTSAX
STFAX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Equity 500 Index Fund (STFAX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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
STFAX vs. VTSAX - Dividend Comparison
STFAX's dividend yield for the trailing twelve months is around 1.41%, more than VTSAX's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STFAX State Street Equity 500 Index Fund | 1.41% | 1.47% | 1.29% | 0.94% | 1.23% | 1.43% | 1.77% | 1.99% | 2.13% | 1.51% | 1.69% | 1.80% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.21% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
STFAX vs. VTSAX - Drawdown Comparison
The maximum STFAX drawdown since its inception was -55.18%, roughly equal to the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for STFAX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
STFAX vs. VTSAX - Volatility Comparison
State Street Equity 500 Index Fund (STFAX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) have volatilities of 3.20% and 3.18%, 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.