BAI vs SSPX

BAI vs SSPX

Which is better, BAI or SSPX?

BAI has been ahead.

BAI led over 1Y.

Lower Fees: TiedHigher Returns (1Y): BAI

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

MetricBAISSPX
Expense Ratio0.55%Tie0.55%Tie
AUM$14.2B$10M
Dividend Yield1.26%0.30%
Holdings556
Volatility (annualized)28.6%12.9%Best
Fund FamilyiShares by BlackRock (US)Janus Henderson Investors
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionOct 21, 2024Sep 8, 2021

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Max Drawdown, $10,000 over the window, 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. BAI has data through Oct 14, 2026 and SSPX through Oct 9, 2025.

Compare BAI against instead:BAI vs SPYBAI vs QQQBAI vs VOOBAI vs VTISSPX against:SSPX vs VXUS

Risk: Volatility and Drawdowns

BAI has been the more volatile fund, with annualized monthly volatility of 28.6% compared with 12.9% for SSPX. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.62. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BAI charges 0.55% per year while SSPX charges 0.55%. On a $10,000 position that is $55 vs $55 annually. On income, BAI currently yields 1.26% against 0.30% for SSPX.

You are not choosing between two funds in isolation.

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

BAISSPX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BAI or SSPX?

BAI 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, BAI or SSPX?

BAI has been the more volatile fund at 28.6% annualized versus 12.9% for SSPX.

Should I hold both BAI and SSPX?

BAI and SSPX have a monthly-return correlation of 0.62, 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, BAI or SSPX?

BAI yields 1.26% while SSPX yields 0.30%, so BAI currently pays the higher dividend yield.

Is SSPX better than BAI?

BAI led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.