State Street
State Street Index Fund Calculator
Project the long-run return of any State Street index fund. Pick a fund below and the calculator opens with its real expense ratio and historical return already applied.
- State Street funds
- 4
- Average expense ratio
- 0.10%
- Lowest expense ratio
- 0.10%
State Street funds you can model
- SPYUS Large Cap
The original and largest S&P 500 ETF
10.10%0.10% - XLVHealthcare
S&P 500 healthcare sector exposure
10.90%0.10% - XLFFinancial
S&P 500 financial sector exposure
9.50%0.10% - XLEEnergy
S&P 500 energy sector exposure
4.80%0.10%
Frequently Asked Questions
Pick the State Street fund you hold from the list above. The calculator opens with that fund's published expense ratio and long-run annualised return applied, so you only need to enter your initial amount, monthly contribution and time horizon.
This page covers 4 State Street funds and ETFs, with figures taken from the provider's own published factsheets as of December 31, 2024.
Yes. The expense ratio is deducted every year of the projection, so the result is net of fund costs. It does not include platform or brokerage charges, which vary by where you hold the fund.