VADGX vs. SSSYX
Compare and contrast key facts about Vanguard Advice Select Dividend Growth Fund (VADGX) and State Street Equity 500 Index Fund Class K (SSSYX).
VADGX is managed by Vanguard. It was launched on Nov 9, 2021. SSSYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014.
Performance
VADGX vs. SSSYX - Performance Comparison
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VADGX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VADGX Vanguard Advice Select Dividend Growth Fund | -6.87% | 8.52% | 10.69% | 10.42% | -3.88% | 3.62% |
SSSYX State Street Equity 500 Index Fund Class K | -4.34% | 17.81% | 24.99% | 26.27% | -18.16% | 1.92% |
Returns By Period
In the year-to-date period, VADGX achieves a -6.87% return, which is significantly lower than SSSYX's -4.34% return.
VADGX
- 1D
- 2.21%
- 1M
- -6.51%
- YTD
- -6.87%
- 6M
- -4.43%
- 1Y
- 1.66%
- 3Y*
- 7.01%
- 5Y*
- —
- 10Y*
- —
SSSYX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.15%
- 1Y
- 17.29%
- 3Y*
- 18.28%
- 5Y*
- 11.75%
- 10Y*
- 14.02%
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VADGX vs. SSSYX - Expense Ratio Comparison
VADGX has a 0.45% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
VADGX vs. SSSYX — Risk / Return Rank
VADGX
SSSYX
VADGX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Advice Select Dividend Growth Fund (VADGX) and State Street Equity 500 Index Fund Class K (SSSYX). 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.
| VADGX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.13 | 0.97 | -0.85 |
Sortino ratioReturn per unit of downside risk | 0.30 | 1.49 | -1.19 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.23 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.29 | 1.52 | -1.23 |
Martin ratioReturn relative to average drawdown | 1.11 | 7.30 | -6.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VADGX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.13 | 0.97 | -0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.70 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.11 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.11 | +0.25 |
Correlation
The correlation between VADGX and SSSYX is 0.80, 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
VADGX vs. SSSYX - Dividend Comparison
VADGX's dividend yield for the trailing twelve months is around 1.11%, less than SSSYX's 1.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VADGX Vanguard Advice Select Dividend Growth Fund | 1.11% | 1.04% | 1.98% | 1.25% | 0.84% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SSSYX State Street Equity 500 Index Fund Class K | 1.51% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
VADGX vs. SSSYX - Drawdown Comparison
The maximum VADGX drawdown since its inception was -15.75%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for VADGX and SSSYX.
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Drawdown Indicators
| VADGX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.75% | -91.48% | +75.73% |
Max Drawdown (1Y)Largest decline over 1 year | -11.07% | -12.10% | +1.03% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.49% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -91.48% | — |
Current DrawdownCurrent decline from peak | -8.88% | -6.22% | -2.66% |
Average DrawdownAverage peak-to-trough decline | -3.46% | -4.20% | +0.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 2.52% | +0.38% |
Volatility
VADGX vs. SSSYX - Volatility Comparison
The current volatility for Vanguard Advice Select Dividend Growth Fund (VADGX) is 4.34%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 5.34%. This indicates that VADGX experiences smaller price fluctuations and is considered to be less risky than SSSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VADGX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.34% | 5.34% | -1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 7.84% | 9.53% | -1.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.90% | 18.29% | -3.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.74% | 16.89% | -3.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.74% | 124.43% | -110.69% |