SVSPX vs. VFIAX

In the year-to-date period, SVSPX achieves a 0.97% return, which is significantly lower than VFIAX's 1.04% return. Both investments have delivered pretty close results over the past 10 years, with SVSPX having a 13.29% annualized return and VFIAX not far behind at 12.80%.

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SVSPX has a 0.16% expense ratio, which is higher than VFIAX'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%.

This table presents a comparison of risk-adjusted performance metrics for State Street S&P 500 Index Fund Class N (SVSPX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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 SVSPX Sharpe Ratio is 0.73, which is comparable to the VFIAX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of SVSPX and VFIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SVSPX's dividend yield for the trailing twelve months is around 9.34%, more than VFIAX's 1.28% yield.

The maximum SVSPX drawdown since its inception was -86.30%, which is greater than VFIAX's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for SVSPX and VFIAX.

State Street S&P 500 Index Fund Class N (SVSPX) and Vanguard 500 Index Fund Admiral Shares (VFIAX) have volatilities of 4.79% and 4.77%, 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.