Investment Test Drive

STBIX State Street Equity 500 Index Svc

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Fund STBIX State Street Equity 500 Index Svc VOO Vanguard 500 ETF VFIAX Vanguard 500 Index Admiral  
Similarity
?
100% 99% 99%
Annual Fees
?
$32.78
(0.31% Exp. Ratio)
$5.29
(0.05% Exp. Ratio)
$5.29
(0.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$48,421.57 $52,357.03 $52,357.03
Est. savings over 30 yrs +$3,935.45 +$3,935.45
Return
As of 12/31/16
1 YR RETURN 11.66%
3 YR 8.49%
5 YR 14.27%
10 YR 6.64%
1 YR RETURN 11.93%
3 YR 8.83%
5 YR 14.62%
10 YR 6.90%
1 YR RETURN 11.93%
3 YR 8.84%
5 YR 14.62%
10 YR 6.94%
Description
The investment seeks to replicate as closely as possible, before expenses, the performance of the Standard & Poor's 500 Index. The fund uses a passive management strategy designed to track the performance of the S&P 500. The index is a well-known stock market index that includes common stocks of 500 companies from a number of sectors representing a significant portion of the market value of all stocks publicly traded in the United States. The advisor generally intends to invest in all stocks comprising the S&P 500 in approximate proportion to their weightings in the index.
The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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