SUSIX vs. VTI

In the year-to-date period, SUSIX achieves a 0.00% return, which is significantly lower than VTI's 0.38% return. Both investments have delivered pretty close results over the past 10 years, with SUSIX having a 12.68% annualized return and VTI not far behind at 12.13%.

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SUSIX has a 0.37% expense ratio, which is higher than VTI's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for State Street Institutional U.S. Equity Fund (SUSIX) and Vanguard Total Stock Market ETF (VTI). 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.

The current SUSIX Sharpe Ratio is 0.60, which is comparable to the VTI Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of SUSIX and VTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SUSIX's dividend yield for the trailing twelve months is around 15.34%, more than VTI's 1.29% yield.

The maximum SUSIX drawdown since its inception was -51.69%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for SUSIX and VTI.

State Street Institutional U.S. Equity Fund (SUSIX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 4.82% and 4.90%, 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.