CUHIX vs. SPY
Compare and contrast key facts about Victory US 500 Enhanced Volatility Wtd Index Fund (CUHIX) and SPDR S&P 500 ETF (SPY).
CUHIX is managed by Victory. It was launched on Nov 19, 2012. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CUHIX or SPY.
Correlation
The correlation between CUHIX and SPY is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CUHIX vs. SPY - Performance Comparison
Key characteristics
CUHIX:
0.39
SPY:
0.50
CUHIX:
0.59
SPY:
0.88
CUHIX:
1.08
SPY:
1.13
CUHIX:
0.32
SPY:
0.56
CUHIX:
1.19
SPY:
2.17
CUHIX:
4.66%
SPY:
4.85%
CUHIX:
16.49%
SPY:
20.02%
CUHIX:
-25.03%
SPY:
-55.19%
CUHIX:
-9.74%
SPY:
-7.65%
Returns By Period
The year-to-date returns for both investments are quite close, with CUHIX having a -3.45% return and SPY slightly higher at -3.42%. Over the past 10 years, CUHIX has underperformed SPY with an annualized return of 7.30%, while SPY has yielded a comparatively higher 12.35% annualized return.
CUHIX
-3.45%
1.75%
-7.68%
3.29%
7.23%
7.30%
SPY
-3.42%
2.87%
-5.06%
9.87%
15.76%
12.35%
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CUHIX vs. SPY - Expense Ratio Comparison
CUHIX has a 0.74% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
CUHIX vs. SPY — Risk-Adjusted Performance Rank
CUHIX
SPY
CUHIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory US 500 Enhanced Volatility Wtd Index Fund (CUHIX) and SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CUHIX vs. SPY - Dividend Comparison
CUHIX's dividend yield for the trailing twelve months is around 0.94%, less than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CUHIX Victory US 500 Enhanced Volatility Wtd Index Fund | 0.94% | 1.24% | 1.76% | 1.08% | 0.71% | 0.64% | 1.05% | 0.99% | 0.95% | 0.99% | 0.81% | 0.38% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
CUHIX vs. SPY - Drawdown Comparison
The maximum CUHIX drawdown since its inception was -25.03%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for CUHIX and SPY. For additional features, visit the drawdowns tool.
Volatility
CUHIX vs. SPY - Volatility Comparison
The current volatility for Victory US 500 Enhanced Volatility Wtd Index Fund (CUHIX) is 5.34%, while SPDR S&P 500 ETF (SPY) has a volatility of 7.48%. This indicates that CUHIX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.