VIIIX vs. SSEYX
Compare and contrast key facts about Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) and State Street Equity 500 Index II Portfolio (SSEYX).
VIIIX is managed by Vanguard. It was launched on Jul 7, 1997. SSEYX is managed by State Street. It was launched on Aug 11, 2014.
Performance
VIIIX vs. SSEYX - Performance Comparison
Loading graphics...
VIIIX vs. SSEYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | -4.34% | 17.87% | 26.29% | 25.79% | -18.14% | 28.69% | 18.41% | 31.48% | -4.41% | 21.82% |
SSEYX State Street Equity 500 Index II Portfolio | -4.34% | 17.52% | 25.01% | 26.29% | -18.18% | 28.58% | 18.28% | 31.42% | -4.54% | 21.72% |
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with VIIIX at -4.34% and SSEYX at -4.34%. Both investments have delivered pretty close results over the past 10 years, with VIIIX having a 14.15% annualized return and SSEYX not far behind at 13.99%.
VIIIX
- 1D
- 2.92%
- 1M
- -5.03%
- YTD
- -4.34%
- 6M
- -2.14%
- 1Y
- 17.34%
- 3Y*
- 18.70%
- 5Y*
- 11.92%
- 10Y*
- 14.15%
SSEYX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.39%
- 1Y
- 17.01%
- 3Y*
- 18.20%
- 5Y*
- 11.70%
- 10Y*
- 13.99%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VIIIX vs. SSEYX - Expense Ratio Comparison
Both VIIIX and SSEYX have an expense ratio of 0.02%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
VIIIX vs. SSEYX — Risk / Return Rank
VIIIX
SSEYX
VIIIX vs. SSEYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) 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.
| VIIIX | SSEYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.96 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.47 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.22 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.50 | +0.02 |
Martin ratioReturn relative to average drawdown | 7.31 | 7.19 | +0.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VIIIX | SSEYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.96 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.70 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.78 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.72 | -0.25 |
Correlation
The correlation between VIIIX and SSEYX is 1.00, 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
VIIIX vs. SSEYX - Dividend Comparison
VIIIX's dividend yield for the trailing twelve months is around 2.81%, more than SSEYX's 1.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 2.81% | 2.11% | 3.66% | 2.66% | 3.39% | 4.79% | 3.07% | 2.86% | 2.45% | 1.84% | 2.38% | 2.47% |
SSEYX State Street Equity 500 Index II Portfolio | 1.45% | 1.38% | 1.93% | 1.46% | 1.57% | 2.48% | 3.63% | 2.36% | 5.91% | 5.37% | 2.29% | 3.47% |
Drawdowns
VIIIX vs. SSEYX - Drawdown Comparison
The maximum VIIIX drawdown since its inception was -55.18%, which is greater than SSEYX's maximum drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for VIIIX and SSEYX.
Loading graphics...
Drawdown Indicators
| VIIIX | SSEYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.18% | -33.75% | -21.43% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -12.10% | -0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -24.50% | -24.52% | +0.02% |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | -33.75% | -0.04% |
Current DrawdownCurrent decline from peak | -6.24% | -6.22% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -10.07% | -4.14% | -5.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 2.52% | 0.00% |
Volatility
VIIIX vs. SSEYX - Volatility Comparison
Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) and State Street Equity 500 Index II Portfolio (SSEYX) have volatilities of 5.34% and 5.34%, 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.
Loading graphics...
Volatility by Period
| VIIIX | SSEYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 5.34% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 9.51% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.32% | 18.29% | +0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.90% | 16.92% | -0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.04% | 18.05% | -0.01% |