Victory S&P 500 Index Fund (MUXYX) belongs to the S&P 500 category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MUXYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MUXYX
MUXYX charges 0.44% annually. There are 22 mutual funds in the S&P 500 category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Class G | 0.01% | — | Jul 2019 | MUXYX vs BSPGX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | MUXYX vs VIIIX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | MUXYX vs SSSYX | |
| Fidelity 500 Index Fund | 0.02% | — | Feb 1988 | MUXYX vs FXAIX | |
| Schwab S&P 500 Index Fund | 0.02% | 143.85B | May 1997 | MUXYX vs SWPPX |
Best Risk-Adjusted Alternatives to MUXYX
MUXYX has a PortfoliosLab risk / return rank of 61. There are 26 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Institutional Investments Trust S&P 500 Index ... | 65 | — | Dec 2013 | MUXYX vs SPINX | |
| Fidelity 500 Index Fund | 65 | — | Feb 1988 | MUXYX vs FXAIX | |
| Vanguard Institutional Index Fund Institutional Pl... | 65 | 355.20B | Jul 1997 | MUXYX vs VIIIX | |
| Vanguard Institutional Index Fund Institutional Sh... | 65 | 355.20B | Jul 1990 | MUXYX vs VINIX | |
| State Street Equity 500 Index Fund Class K | 65 | — | Sep 2014 | MUXYX vs SSSYX |
Top Performing MUXYX Alternatives (YTD)
MUXYX is at 9.56% YTD. There are 24 mutual funds in the S&P 500 category with higher YTD returns, going as high as 13.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Monthly S&P 500 Bull 1.75X Fund | 13.76% | — | May 2006 | MUXYX vs DXSLX | |
| Invesco Equally-Weighted S&P 500 Fund | 10.27% | — | Jul 1997 | MUXYX vs VADDX | |
| Victory 500 Index Fund | 10.00% | — | May 2002 | MUXYX vs USPRX | |
| Fidelity 500 Index Fund | 9.79% | — | Feb 1988 | MUXYX vs FXAIX | |
| Vanguard Institutional Index Fund Institutional Sh... | 9.78% | 355.20B | Jul 1990 | MUXYX vs VINIX |
Lowest Volatility Alternatives to MUXYX
MUXYX has 12.51% 1-year volatility. There are 23 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 9.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 9.33% | 236.88M | Feb 2016 | MUXYX vs PUTW | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 10.86% | — | Sep 2017 | MUXYX vs KNGLX | |
| Invesco Equally-Weighted S&P 500 Fund | 11.93% | — | Jul 1997 | MUXYX vs VADDX | |
| Shelton Capital Management S&P 500 Index Fund | 12.45% | — | Apr 1992 | MUXYX vs SPFIX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | 12.45% | — | Nov 2005 | MUXYX vs SPXX |
Lowest Drawdown Alternatives to MUXYX
MUXYX has a 1-year max drawdown of -9.01%. There are 30 mutual funds in the S&P 500 category with shallower 1-year drawdowns, going as shallow as -7.15%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | -7.15% | 236.88M | Feb 2016 | MUXYX vs PUTW | |
| Invesco Equally-Weighted S&P 500 Fund | -7.88% | — | Jul 1997 | MUXYX vs VADDX | |
| State Street Equity 500 Index Fund Class K | -8.88% | — | Sep 2014 | MUXYX vs SSSYX | |
| Fidelity 500 Index Fund | -8.89% | — | Feb 1988 | MUXYX vs FXAIX | |
| Schwab S&P 500 Index Fund | -8.89% | 143.85B | May 1997 | MUXYX vs SWPPX |
Other Mutual Funds from Victory
The 10 most viewed Victory mutual funds shown here include USNQX, USSPX, CBYYX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Nasdaq-100, Large Cap Growth Equities | 69 | 20.37% | — | Oct 2000 | MUXYX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 63 | 9.96% | — | May 1996 | MUXYX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 2.82% | — | Jan 2023 | MUXYX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 15 | 4.12% | — | Oct 1981 | MUXYX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 19 | -5.41% | — | Aug 1984 | MUXYX vs USAGX | |
| Victory Global Energy Transition Fund | Energy Equities | 96 | 34.09% | — | Nov 1995 | MUXYX vs RSNRX | |
| USAA Growth Fund | Large Cap Growth Equities | 10 | -0.66% | — | Apr 1971 | MUXYX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 76 | 9.20% | — | Aug 1984 | MUXYX vs USCRX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 83 | 6.19% | — | Jan 1989 | MUXYX vs USBLX | |
| USAA High Income Fund | High Yield Bonds | 77 | 1.55% | — | Aug 1999 | MUXYX vs USHYX |
Often Compared With MUXYX
Investors most often compare MUXYX with USSCX, QQQ, VOO. These 18 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare MUXYX with Any Fund or Stock
Compare MUXYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MUXYX with funds that move differently
Victory S&P 500 Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MUXYX.
Explore MUXYX Diversifiers