VSTIX vs. SSSYX
Compare and contrast key facts about VALIC Company I Stock Index Fund (VSTIX) and State Street Equity 500 Index Fund Class K (SSSYX).
VSTIX is managed by VALIC. It was launched on Apr 20, 1987. 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
VSTIX vs. SSSYX - Performance Comparison
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VSTIX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSTIX VALIC Company I Stock Index Fund | -7.17% | 14.28% | 24.76% | 25.62% | -18.11% | 28.40% | 18.55% | 31.05% | -8.09% | 21.46% |
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
The year-to-date returns for both investments are quite close, with VSTIX having a -7.17% return and SSSYX slightly higher at -7.05%. Over the past 10 years, VSTIX has underperformed SSSYX with an annualized return of 12.75%, while SSSYX has yielded a comparatively higher 13.69% annualized return.
VSTIX
- 1D
- -0.39%
- 1M
- -7.75%
- YTD
- -7.17%
- 6M
- -4.75%
- 1Y
- 14.10%
- 3Y*
- 15.74%
- 5Y*
- 10.49%
- 10Y*
- 12.75%
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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VSTIX vs. SSSYX - Expense Ratio Comparison
VSTIX has a 0.29% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
VSTIX vs. SSSYX — Risk / Return Rank
VSTIX
SSSYX
VSTIX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VALIC Company I Stock Index Fund (VSTIX) 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.
| VSTIX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.84 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.30 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.20 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 1.06 | -0.21 |
Martin ratioReturn relative to average drawdown | 4.16 | 5.13 | -0.98 |
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
| VSTIX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.84 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.68 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.11 | +0.59 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.11 | +0.19 |
Correlation
The correlation between VSTIX and SSSYX is 0.98, 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
VSTIX vs. SSSYX - Dividend Comparison
VSTIX's dividend yield for the trailing twelve months is around 13.79%, more than SSSYX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSTIX VALIC Company I Stock Index Fund | 13.79% | 0.00% | 6.25% | 7.76% | 11.33% | 5.68% | 7.26% | 3.37% | 1.81% | 5.48% | 0.00% | 0.00% |
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
VSTIX vs. SSSYX - Drawdown Comparison
The maximum VSTIX drawdown since its inception was -69.93%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for VSTIX and SSSYX.
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Drawdown Indicators
| VSTIX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.93% | -91.48% | +21.55% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -12.10% | -0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -24.41% | -24.49% | +0.08% |
Max Drawdown (10Y)Largest decline over 10 years | -33.52% | -91.48% | +57.96% |
Current DrawdownCurrent decline from peak | -8.98% | -8.88% | -0.10% |
Average DrawdownAverage peak-to-trough decline | -20.78% | -4.20% | -16.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 2.49% | +0.12% |
Volatility
VSTIX vs. SSSYX - Volatility Comparison
The current volatility for VALIC Company I Stock Index Fund (VSTIX) is 3.95%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 4.24%. This indicates that VSTIX 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
| VSTIX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 4.24% | -0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 8.50% | 9.08% | -0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.66% | 18.10% | -0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.40% | 16.85% | +0.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.33% | 124.43% | -106.10% |