VDADX vs. SSSYX
Compare and contrast key facts about Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) and State Street Equity 500 Index Fund Class K (SSSYX).
VDADX is managed by Vanguard. It was launched on Dec 19, 2013. 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
VDADX vs. SSSYX - Performance Comparison
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VDADX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares | -3.77% | 14.17% | 16.99% | 14.44% | -9.80% | 23.59% | 15.47% | 29.68% | -2.06% | 22.22% |
SSSYX State Street Equity 500 Index Fund Class K | -7.05% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 21.61% |
Returns By Period
In the year-to-date period, VDADX achieves a -3.77% return, which is significantly higher than SSSYX's -7.05% return. Over the past 10 years, VDADX has underperformed SSSYX with an annualized return of 12.01%, while SSSYX has yielded a comparatively higher 13.69% annualized return.
VDADX
- 1D
- 0.00%
- 1M
- -7.14%
- YTD
- -3.77%
- 6M
- -1.63%
- 1Y
- 10.40%
- 3Y*
- 13.00%
- 5Y*
- 9.45%
- 10Y*
- 12.01%
SSSYX
- 1D
- -0.39%
- 1M
- -7.67%
- YTD
- -7.05%
- 6M
- -4.60%
- 1Y
- 14.40%
- 3Y*
- 17.15%
- 5Y*
- 11.37%
- 10Y*
- 13.69%
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VDADX vs. SSSYX - Expense Ratio Comparison
VDADX has a 0.08% expense ratio, which is higher than SSSYX'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%.
Return for Risk
VDADX vs. SSSYX — Risk / Return Rank
VDADX
SSSYX
VDADX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) 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.
| VDADX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.84 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.18 | 1.30 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 1.06 | -0.13 |
Martin ratioReturn relative to average drawdown | 4.19 | 5.13 | -0.94 |
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
| VDADX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.84 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.68 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.11 | +0.63 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.11 | +0.60 |
Correlation
The correlation between VDADX and SSSYX is 0.91, 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
VDADX vs. SSSYX - Dividend Comparison
VDADX's dividend yield for the trailing twelve months is around 1.62%, more than SSSYX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares | 1.62% | 1.60% | 1.71% | 1.86% | 1.94% | 1.53% | 1.61% | 1.69% | 2.07% | 1.88% | 2.14% | 2.34% |
SSSYX State Street Equity 500 Index Fund Class K | 1.55% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
VDADX vs. SSSYX - Drawdown Comparison
The maximum VDADX drawdown since its inception was -31.70%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for VDADX and SSSYX.
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Drawdown Indicators
| VDADX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.70% | -91.48% | +59.78% |
Max Drawdown (1Y)Largest decline over 1 year | -10.87% | -12.10% | +1.23% |
Max Drawdown (5Y)Largest decline over 5 years | -20.42% | -24.49% | +4.07% |
Max Drawdown (10Y)Largest decline over 10 years | -31.70% | -91.48% | +59.78% |
Current DrawdownCurrent decline from peak | -7.93% | -8.88% | +0.95% |
Average DrawdownAverage peak-to-trough decline | -3.44% | -4.20% | +0.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 2.49% | -0.09% |
Volatility
VDADX vs. SSSYX - Volatility Comparison
The current volatility for Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) is 3.33%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 4.24%. This indicates that VDADX 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
| VDADX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 4.24% | -0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 7.58% | 9.08% | -1.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.23% | 18.10% | -2.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.28% | 16.85% | -2.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.18% | 124.43% | -108.25% |