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SUSIX vs. SVSPX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

SUSIX vs. SVSPX

Last updated Apr 1, 2026

Compare and contrast key facts about State Street Institutional U.S. Equity Fund (SUSIX) and State Street S&P 500 Index Fund Class N (SVSPX).

SUSIX is managed by State Street. It was launched on Nov 25, 1997. SVSPX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Dec 30, 1992.

Performance

SUSIX vs. SVSPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street Institutional U.S. Equity Fund (SUSIX) and State Street S&P 500 Index Fund Class N (SVSPX). The values are adjusted to include any dividend payments, if applicable.

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SUSIX vs. SVSPX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
SUSIX
State Street Institutional U.S. Equity Fund		-8.73%17.16%25.02%28.63%-18.03%26.46%23.02%32.36%-3.41%20.75%
SVSPX
State Street S&P 500 Index Fund Class N		-7.09%17.83%25.07%26.21%-18.31%28.38%18.48%31.27%-4.87%21.71%

Returns By Period

In the year-to-date period, SUSIX achieves a -8.73% return, which is significantly lower than SVSPX's -7.09% return. Both investments have delivered pretty close results over the past 10 years, with SUSIX having a 14.07% annualized return and SVSPX not far behind at 13.59%.

SUSIX

1D
-0.16%
1M
-7.97%
YTD
-8.73%
6M
-5.95%
1Y
13.04%
3Y*
17.23%
5Y*
10.93%
10Y*
14.07%

SVSPX

1D
-2.06%
1M
-8.10%
YTD
-7.09%
6M
-4.55%
1Y
14.41%
3Y*
17.15%
5Y*
11.29%
10Y*
13.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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State Street Institutional U.S. Equity Fund

State Street S&P 500 Index Fund Class N

Often compared with SUSIX:
SUSIX vs. VTISUSIX vs. SPYSUSIX vs. ELFNXSUSIX vs. SSAFXSUSIX vs. VFFSXSUSIX vs. VPMAXSUSIX vs. YFSIX
Often compared with SVSPX:
SVSPX vs. FXAIXSVSPX vs. VTSAXSVSPX vs. VOOSVSPX vs. SPYSVSPX vs. VIIIXSVSPX vs. VFIAXSVSPX vs. SSEYX

SUSIX vs. SVSPX - Expense Ratio Comparison

SUSIX has a 0.37% expense ratio, which is higher than SVSPX's 0.16% expense ratio.

SUSIX
State Street Institutional U.S. Equity Fund
SVSPX
State Street S&P 500 Index Fund Class N

Return for Risk

SUSIX vs. SVSPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SUSIX
SUSIX Risk / Return Rank: 3636
Overall Rank
SUSIX Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
SUSIX Sortino Ratio Rank: 3535
Sortino Ratio Rank
SUSIX Omega Ratio Rank: 3838
Omega Ratio Rank
SUSIX Calmar Ratio Rank: 3636
Calmar Ratio Rank
SUSIX Martin Ratio Rank: 3838
Martin Ratio Rank
SVSPX
SVSPX Risk / Return Rank: 3030
Overall Rank
SVSPX Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
SVSPX Sortino Ratio Rank: 4444
Sortino Ratio Rank
SVSPX Omega Ratio Rank: 4444
Omega Ratio Rank
SVSPX Calmar Ratio Rank: 1212
Calmar Ratio Rank
SVSPX Martin Ratio Rank: 1313
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SUSIX vs. SVSPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street Institutional U.S. Equity Fund (SUSIX) and State Street S&P 500 Index Fund Class N (SVSPX). 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.

SUSIXSVSPXDifference

Sharpe ratio

Return per unit of total volatility

0.76

0.77

-0.01

Sortino ratio

Return per unit of downside risk

1.20

1.29

-0.09

Omega ratio

Gain probability vs. loss probability

1.18

1.18

-0.01

Calmar ratio

Return relative to maximum drawdown

0.98

0.30

+0.68

Martin ratio

Return relative to average drawdown

4.05

1.15

+2.90

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SUSIX vs. SVSPX - Sharpe Ratio Comparison

The current SUSIX Sharpe Ratio is 0.76, which is comparable to the SVSPX Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of SUSIX and SVSPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

SUSIXSVSPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.76

0.77

-0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

0.68

-0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.78

0.76

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.55

-0.08

Correlation

The correlation between SUSIX and SVSPX is 0.97, 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

SUSIX vs. SVSPX - Dividend Comparison

SUSIX's dividend yield for the trailing twelve months is around 8.31%, less than SVSPX's 8.93% yield.

TTM20252024202320222021202020192018201720162015
SUSIX
State Street Institutional U.S. Equity Fund		8.31%7.58%15.35%1.66%57.55%13.56%4.65%6.40%16.03%26.98%6.88%21.28%
SVSPX
State Street S&P 500 Index Fund Class N		8.93%8.28%9.39%12.38%10.53%11.65%15.98%6.40%13.29%4.94%8.63%4.05%

Drawdowns

SUSIX vs. SVSPX - Drawdown Comparison

The maximum SUSIX drawdown since its inception was -51.69%, smaller than the maximum SVSPX drawdown of -55.76%. Use the drawdown chart below to compare losses from any high point for SUSIX and SVSPX.

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Drawdown Indicators

SUSIXSVSPXDifference

Max Drawdown

Largest peak-to-trough decline

-51.69%

-55.76%

+4.07%

Max Drawdown (1Y)

Largest decline over 1 year

-11.51%

-12.15%

+0.64%

Max Drawdown (5Y)

Largest decline over 5 years

-24.45%

-24.59%

+0.14%

Max Drawdown (10Y)

Largest decline over 10 years

-32.62%

-33.69%

+1.07%

Current Drawdown

Current decline from peak

-10.69%

-8.93%

-1.76%

Average Drawdown

Average peak-to-trough decline

-7.82%

-9.28%

+1.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.79%

4.99%

-2.20%

Volatility

SUSIX vs. SVSPX - Volatility Comparison

State Street Institutional U.S. Equity Fund (SUSIX) has a higher volatility of 4.36% compared to State Street S&P 500 Index Fund Class N (SVSPX) at 3.96%. This indicates that SUSIX's price experiences larger fluctuations and is considered to be riskier than SVSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

SUSIXSVSPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.36%

3.96%

+0.40%

Volatility (6M)

Calculated over the trailing 6-month period

9.07%

9.32%

-0.25%

Volatility (1Y)

Calculated over the trailing 1-year period

17.92%

20.53%

-2.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.25%

17.36%

-0.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.02%

18.28%

-0.26%