STFAX vs. WFSPX
Compare and contrast key facts about State Street Equity 500 Index Fund (STFAX) and iShares S&P 500 Index Fund (WFSPX).
STFAX is managed by State Street Global Advisors. It was launched on Apr 18, 2001. WFSPX is managed by Blackrock. It was launched on Jul 30, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STFAX or WFSPX.
Correlation
The correlation between STFAX and WFSPX 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. WFSPX - Performance Comparison
Key characteristics
STFAX:
1.73
WFSPX:
1.73
STFAX:
2.34
WFSPX:
2.33
STFAX:
1.32
WFSPX:
1.32
STFAX:
2.64
WFSPX:
2.63
STFAX:
10.90
WFSPX:
10.81
STFAX:
2.05%
WFSPX:
2.06%
STFAX:
12.87%
WFSPX:
12.89%
STFAX:
-55.18%
WFSPX:
-89.72%
STFAX:
-2.12%
WFSPX:
-2.11%
Returns By Period
The year-to-date returns for both investments are quite close, with STFAX having a 2.40% return and WFSPX slightly higher at 2.41%. Over the past 10 years, STFAX has underperformed WFSPX with an annualized return of 11.40%, while WFSPX has yielded a comparatively higher 12.71% annualized return.
STFAX
2.40%
-1.10%
7.32%
19.60%
13.36%
11.40%
WFSPX
2.41%
-1.09%
7.28%
19.54%
13.98%
12.71%
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STFAX vs. WFSPX - Expense Ratio Comparison
STFAX has a 0.17% expense ratio, which is higher than WFSPX's 0.03% 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. WFSPX — Risk-Adjusted Performance Rank
STFAX
WFSPX
STFAX vs. WFSPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Equity 500 Index Fund (STFAX) and iShares S&P 500 Index Fund (WFSPX). 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. WFSPX - Dividend Comparison
STFAX's dividend yield for the trailing twelve months is around 1.44%, more than WFSPX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STFAX State Street Equity 500 Index Fund | 1.44% | 1.47% | 1.29% | 0.94% | 1.23% | 1.43% | 1.77% | 1.99% | 2.13% | 1.51% | 1.69% | 1.80% |
WFSPX iShares S&P 500 Index Fund | 1.22% | 1.25% | 1.44% | 1.69% | 1.25% | 1.55% | 1.99% | 2.03% | 1.74% | 2.07% | 1.95% | 1.84% |
Drawdowns
STFAX vs. WFSPX - Drawdown Comparison
The maximum STFAX drawdown since its inception was -55.18%, smaller than the maximum WFSPX drawdown of -89.72%. Use the drawdown chart below to compare losses from any high point for STFAX and WFSPX. For additional features, visit the drawdowns tool.
Volatility
STFAX vs. WFSPX - Volatility Comparison
State Street Equity 500 Index Fund (STFAX) and iShares S&P 500 Index Fund (WFSPX) have volatilities of 3.42% and 3.42%, 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.