Victory 500 Index Fund (USPRX) 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 USPRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to USPRX
USPRX charges 0.15% annually. There are 11 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 | USPRX vs BSPGX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | USPRX vs SSSYX | |
| Schwab S&P 500 Index Fund | 0.02% | 144.34B | May 1997 | USPRX vs SWPPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 349.70B | Jul 1997 | USPRX vs VIIIX | |
| Fidelity 500 Index Fund | 0.02% | — | Feb 1988 | USPRX vs FXAIX |
Best Risk-Adjusted Alternatives to USPRX
USPRX has a PortfoliosLab risk / return rank of 55. There are 27 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 69.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Equally-Weighted S&P 500 Fund | 69 | — | Jul 1997 | USPRX vs VADDX | |
| Fidelity 500 Index Fund | 64 | — | Feb 1988 | USPRX vs FXAIX | |
| Vanguard Institutional Index Fund Institutional Pl... | 63 | 349.70B | Jul 1997 | USPRX vs VIIIX | |
| Schwab S&P 500 Index Fund | 63 | 144.34B | May 1997 | USPRX vs SWPPX | |
| Vanguard 500 Index Fund Admiral Shares | 63 | 1.70T | Nov 2000 | USPRX vs VFIAX |
Top Performing USPRX Alternatives (YTD)
USPRX is at 9.38% YTD. There are 3 mutual funds in the S&P 500 category with higher YTD returns, going as high as 13.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Equally-Weighted S&P 500 Fund | 13.28% | — | Jul 1997 | USPRX vs VADDX | |
| Direxion Monthly S&P 500 Bull 1.75X Fund | 12.36% | — | May 2006 | USPRX vs DXSLX | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 9.49% | — | Sep 2017 | USPRX vs KNGLX | |
| iShares S&P 500 Index Fund Class G | 9.35% | — | Jul 2019 | USPRX vs BSPGX | |
| Schwab S&P 500 Index Fund | 9.35% | 144.34B | May 1997 | USPRX vs SWPPX |
Lowest Volatility Alternatives to USPRX
USPRX has 12.98% 1-year volatility. There are 33 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 11.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 11.38% | — | Sep 2017 | USPRX vs KNGLX | |
| Invesco Equally-Weighted S&P 500 Fund | 11.79% | — | Jul 1997 | USPRX vs VADDX | |
| Shelton Capital Management S&P 500 Index Fund | 12.80% | — | Apr 1992 | USPRX vs SPFIX | |
| CYBER HORNET S&P 500 | 12.83% | — | Mar 2017 | USPRX vs INDEX | |
| Principal LargeCap S&P 500 Index Fund Class A | 12.84% | — | Feb 2001 | USPRX vs PLSAX |
Lowest Drawdown Alternatives to USPRX
USPRX has a 1-year max drawdown of -8.92%. There are 13 mutual funds in the S&P 500 category with shallower 1-year drawdowns, going as shallow as -7.88%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Equally-Weighted S&P 500 Fund | -7.88% | — | Jul 1997 | USPRX vs VADDX | |
| State Street Equity 500 Index Fund Class K | -8.88% | — | Sep 2014 | USPRX vs SSSYX | |
| Schwab S&P 500 Index Fund | -8.89% | 144.34B | May 1997 | USPRX vs SWPPX | |
| Fidelity 500 Index Fund | -8.89% | — | Feb 1988 | USPRX vs FXAIX | |
| iShares S&P 500 Index Fund Class K | -8.90% | — | Jul 1993 | USPRX vs WFSPX |
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 | 38 | 11.42% | — | Oct 2000 | USPRX vs USNQX | |
| Victory 500 Index Fund Member Shares | Large Cap Blend Equities | 59 | 9.34% | — | May 1996 | USPRX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 4.19% | — | Jan 2023 | USPRX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 10 | 1.29% | — | Oct 1981 | USPRX vs USAUX | |
| Victory Global Energy Transition Fund | Energy Equities | 96 | 27.93% | — | Nov 1995 | USPRX vs RSNRX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 32 | -10.35% | — | Aug 1984 | USPRX vs USAGX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 78 | 5.25% | — | Jan 1989 | USPRX vs USBLX | |
| USAA Growth Fund | Large Cap Growth Equities | 7 | -2.61% | — | Apr 1971 | USPRX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 79 | 8.69% | — | Aug 1984 | USPRX vs USCRX | |
| USAA High Income Fund | High Yield Bonds | 78 | 1.66% | — | Aug 1999 | USPRX vs USHYX |
Often Compared With USPRX
Investors most often compare USPRX with BSPIX, TRSPX, PLFIX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare USPRX with Any Fund or Stock
Compare USPRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair USPRX with funds that move differently
Victory 500 Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to USPRX.
Explore USPRX Diversifiers