WFIOX vs. SSSYX
Compare and contrast key facts about Allspring Index Fund (WFIOX) and State Street Equity 500 Index Fund Class K (SSSYX).
WFIOX is managed by Allspring Global Investments. It was launched on Feb 14, 1985. 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
WFIOX vs. SSSYX - Performance Comparison
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WFIOX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WFIOX Allspring Index Fund | -7.11% | 17.57% | 24.66% | 26.01% | -18.30% | 28.34% | 17.74% | 31.55% | -4.49% | 21.59% |
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 WFIOX having a -7.11% return and SSSYX slightly higher at -7.05%. Both investments have delivered pretty close results over the past 10 years, with WFIOX having a 13.50% annualized return and SSSYX not far ahead at 13.69%.
WFIOX
- 1D
- -0.40%
- 1M
- -7.69%
- YTD
- -7.11%
- 6M
- -4.72%
- 1Y
- 14.15%
- 3Y*
- 16.88%
- 5Y*
- 11.13%
- 10Y*
- 13.50%
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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WFIOX vs. SSSYX - Expense Ratio Comparison
WFIOX has a 0.25% 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
WFIOX vs. SSSYX — Risk / Return Rank
WFIOX
SSSYX
WFIOX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Index Fund (WFIOX) 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.
| WFIOX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.84 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.30 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 1.06 | -0.02 |
Martin ratioReturn relative to average drawdown | 5.01 | 5.13 | -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. | |||
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Sharpe Ratios by Period
| WFIOX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.84 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.68 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.11 | +0.64 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.11 | +0.37 |
Correlation
The correlation between WFIOX and SSSYX is 0.99, 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
WFIOX vs. SSSYX - Dividend Comparison
WFIOX's dividend yield for the trailing twelve months is around 7.58%, more than SSSYX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFIOX Allspring Index Fund | 7.58% | 7.04% | 8.54% | 7.63% | 10.41% | 9.15% | 14.40% | 33.14% | 33.69% | 20.04% | 10.07% | 8.62% |
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
WFIOX vs. SSSYX - Drawdown Comparison
The maximum WFIOX drawdown since its inception was -54.40%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for WFIOX and SSSYX.
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Drawdown Indicators
| WFIOX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.40% | -91.48% | +37.08% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -12.10% | -0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -24.63% | -24.49% | -0.14% |
Max Drawdown (10Y)Largest decline over 10 years | -33.94% | -91.48% | +57.54% |
Current DrawdownCurrent decline from peak | -8.93% | -8.88% | -0.05% |
Average DrawdownAverage peak-to-trough decline | -9.71% | -4.20% | -5.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.49% | +0.01% |
Volatility
WFIOX vs. SSSYX - Volatility Comparison
Allspring Index Fund (WFIOX) and State Street Equity 500 Index Fund Class K (SSSYX) have volatilities of 4.24% and 4.24%, 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.
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Volatility by Period
| WFIOX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 4.24% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 9.08% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.12% | 18.10% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.87% | 16.85% | +0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.10% | 124.43% | -106.33% |