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 9 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 | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 342.00B | Jul 1997 | USPRX vs VIIIX | |
| Schwab S&P 500 Index Fund | 0.02% | 145.00B | May 1997 | USPRX vs SWPPX | |
| Fidelity 500 Index Fund | 0.02% | — | Feb 1988 | USPRX vs FXAIX | |
| iShares S&P 500 Index Fund | 0.03% | — | Jul 1993 | USPRX vs WFSPX |
Best Risk-Adjusted Alternatives to USPRX
USPRX has a PortfoliosLab risk / return rank of 72. There are 13 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 74.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Institutional Investments Trust S&P 500 Index ... | 74 | — | Dec 2013 | USPRX vs SPINX | |
| Fidelity 500 Index Fund | 73 | — | Feb 1988 | USPRX vs FXAIX | |
| Vanguard Institutional Index Fund Institutional Pl... | 73 | 342.00B | Jul 1997 | USPRX vs VIIIX | |
| iShares S&P 500 Index Fund | 73 | — | Jul 1993 | USPRX vs WFSPX | |
| iShares S&P 500 Index Fund Class G | 73 | — | Jul 2019 | USPRX vs BSPGX |
Top Performing USPRX Alternatives (YTD)
USPRX is at 11.95% YTD. There is 1 mutual fund in the S&P 500 category with a higher YTD return, going as high as 17.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Monthly S&P 500 Bull 1.75X Fund | 17.64% | — | May 2006 | USPRX vs DXSLX | |
| Fidelity 500 Index Fund | 11.71% | — | Feb 1988 | USPRX vs FXAIX | |
| iShares S&P 500 Index Fund Class G | 11.70% | — | Jul 2019 | USPRX vs BSPGX | |
| SEI Institutional Investments Trust S&P 500 Index ... | 11.70% | — | Dec 2013 | USPRX vs SPINX | |
| Vanguard Institutional Index Fund Institutional Pl... | 11.70% | 342.00B | Jul 1997 | USPRX vs VIIIX |
Lowest Volatility Alternatives to USPRX
USPRX has 11.95% 1-year volatility. There are 30 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 8.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 8.86% | 236.88M | Feb 2016 | USPRX vs PUTW | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 10.62% | — | Sep 2017 | USPRX vs KNGLX | |
| Invesco Equally-Weighted S&P 500 Fund | 11.64% | — | Jul 1997 | USPRX vs VADDX | |
| Shelton Capital Management S&P 500 Index Fund | 11.81% | — | Apr 1992 | USPRX vs SPFIX | |
| SEI Institutional Managed Trust S&P 500 Index Fund | 11.83% | — | Feb 1996 | USPRX vs SSPIX |
Lowest Drawdown Alternatives to USPRX
USPRX has a 1-year max drawdown of -8.92%. There are 12 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 | USPRX vs PUTW | |
| Invesco Equally-Weighted S&P 500 Fund | -7.88% | — | Jul 1997 | USPRX vs VADDX | |
| Schwab S&P 500 Index Fund | -8.89% | 145.00B | May 1997 | USPRX vs SWPPX | |
| Fidelity 500 Index Fund | -8.89% | — | Feb 1988 | USPRX vs FXAIX | |
| iShares S&P 500 Index Fund Class G | -8.90% | — | Jul 2019 | USPRX vs BSPGX |
Other Mutual Funds from Victory
The 10 most viewed Victory mutual funds shown here include USNQX, USSPX, CBYYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Large Cap Growth Equities | 74 | 21.54% | — | Oct 2000 | USPRX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 72 | 11.92% | — | May 1996 | USPRX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 2.27% | — | Jan 2023 | USPRX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 24 | 9.53% | — | Oct 1981 | USPRX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 23 | 0.85% | — | Aug 1984 | USPRX vs USAGX | |
| USAA Growth Fund | Large Cap Growth Equities | 18 | 4.85% | — | Apr 1971 | USPRX vs USAAX | |
| Victory Global Energy Transition Fund | Energy Equities | 97 | 38.76% | — | Nov 1995 | USPRX vs RSNRX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 71 | 8.95% | — | Aug 1984 | USPRX vs USCRX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 84 | 6.70% | — | Jan 1989 | USPRX vs USBLX | |
| USAA High Income Fund | High Yield Bonds | 79 | 1.40% | — | Aug 1999 | USPRX vs USHYX |
Often Compared With USPRX
Investors most often compare USPRX with BSPIX, TRSPX, BXMX. These 20 comparison targets span 3 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