ATFV vs SSPX

ATFV vs SSPX

Which is better, ATFV or SSPX?

ATFV has been ahead.

ATFV led over 1Y and the full window.

Lower Fees: TiedHigher Returns: ATFV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricATFVSSPX
Expense Ratio0.55%Tie0.55%Tie
AUM$629M$10M
Dividend Yield0.17%0.30%
Holdings366
Volatility (annualized)24.7%18.9%Best
Max Drawdown-45.3%-34.0%Best
$10,000 over 4.1 years$16,303Best$12,842
Fund FamilyAlgerJanus Henderson Investors
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionMay 4, 2021Sep 8, 2021

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 370 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. ATFV has data through Oct 14, 2026 and SSPX through Oct 9, 2025.

Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Sep 9, 2021 to Oct 9, 2025 (4.1 years).

Compare ATFV against instead:ATFV vs SPYATFV vs QQQATFV vs VOOATFV vs VTISSPX against:SSPX vs VXUS

Risk: Volatility and Drawdowns

ATFV has been the more volatile fund, with annualized monthly volatility of 24.7% compared with 18.9% for SSPX. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -45.3% for ATFV and -34.0% for SSPX. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ATFV charges 0.55% per year while SSPX charges 0.55%. On a $10,000 position that is $55 vs $55 annually. On income, ATFV currently yields 0.17% against 0.30% for SSPX.

You are not choosing between two funds in isolation.

Whichever of ATFV and SSPX you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ATFVSSPX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ATFV or SSPX?

ATFV has an expense ratio of 0.55% while SSPX charges 0.55%. At the precision these are quoted to, they cost the same.

Which is riskier, ATFV or SSPX?

ATFV has been the more volatile fund at 24.7% annualized versus 18.9% for SSPX. Worst drawdown: ATFV -45.3% vs SSPX -34.0%.

Should I hold both ATFV and SSPX?

ATFV and SSPX have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, ATFV or SSPX?

ATFV yields 0.17% while SSPX yields 0.30%, so SSPX currently pays the higher dividend yield.

Is SSPX better than ATFV?

ATFV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.