SVSPX vs. SSEYX
Compare and contrast key facts about State Street S&P 500 Index Fund Class N (SVSPX) and State Street Equity 500 Index II Portfolio (SSEYX).
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. SSEYX is managed by State Street Global Advisors. It was launched on Aug 11, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SVSPX or SSEYX.
Correlation
The correlation between SVSPX and SSEYX 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
SVSPX vs. SSEYX - Performance Comparison
Key characteristics
SVSPX:
0.15
SSEYX:
0.57
SVSPX:
0.35
SSEYX:
0.92
SVSPX:
1.05
SSEYX:
1.14
SVSPX:
0.13
SSEYX:
0.59
SVSPX:
0.42
SSEYX:
2.39
SVSPX:
7.62%
SSEYX:
4.65%
SVSPX:
20.59%
SSEYX:
19.38%
SVSPX:
-86.30%
SSEYX:
-33.75%
SVSPX:
-15.13%
SSEYX:
-9.29%
Returns By Period
The year-to-date returns for both investments are quite close, with SVSPX having a -5.15% return and SSEYX slightly higher at -5.09%. Over the past 10 years, SVSPX has underperformed SSEYX with an annualized return of 4.30%, while SSEYX has yielded a comparatively higher 10.56% annualized return.
SVSPX
-5.15%
-0.31%
-11.25%
1.79%
4.44%
4.30%
SSEYX
-5.09%
-0.28%
-4.49%
9.63%
14.54%
10.56%
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SVSPX vs. SSEYX - Expense Ratio Comparison
SVSPX has a 0.16% expense ratio, which is higher than SSEYX's 0.02% 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
SVSPX vs. SSEYX — Risk-Adjusted Performance Rank
SVSPX
SSEYX
SVSPX vs. SSEYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street S&P 500 Index Fund Class N (SVSPX) and State Street Equity 500 Index II Portfolio (SSEYX). 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
SVSPX vs. SSEYX - Dividend Comparison
SVSPX's dividend yield for the trailing twelve months is around 1.33%, less than SSEYX's 1.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SVSPX State Street S&P 500 Index Fund Class N | 1.33% | 1.25% | 1.52% | 1.69% | 1.66% | 5.53% | 1.74% | 2.65% | 1.78% | 1.42% | 1.96% | 1.76% |
SSEYX State Street Equity 500 Index II Portfolio | 1.54% | 1.46% | 1.46% | 1.07% | 1.17% | 1.53% | 1.75% | 2.20% | 2.10% | 1.59% | 1.93% | 0.81% |
Drawdowns
SVSPX vs. SSEYX - Drawdown Comparison
The maximum SVSPX drawdown since its inception was -86.30%, which is greater than SSEYX's maximum drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for SVSPX and SSEYX. For additional features, visit the drawdowns tool.
Volatility
SVSPX vs. SSEYX - Volatility Comparison
State Street S&P 500 Index Fund Class N (SVSPX) and State Street Equity 500 Index II Portfolio (SSEYX) have volatilities of 14.12% and 14.07%, 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.