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:
1.54
SPY:
1.88
CUHIX:
2.15
SPY:
2.51
CUHIX:
1.27
SPY:
1.35
CUHIX:
0.38
SPY:
2.83
CUHIX:
6.83
SPY:
11.89
CUHIX:
2.53%
SPY:
2.00%
CUHIX:
11.25%
SPY:
12.69%
CUHIX:
-49.55%
SPY:
-55.19%
CUHIX:
-35.87%
SPY:
-3.89%
Returns By Period
In the year-to-date period, CUHIX achieves a 1.65% return, which is significantly higher than SPY's -0.66% return. Over the past 10 years, CUHIX has underperformed SPY with an annualized return of -1.16%, while SPY has yielded a comparatively higher 13.18% annualized return.
CUHIX
1.65%
-1.59%
5.79%
17.92%
-3.60%
-1.16%
SPY
-0.66%
-3.32%
3.73%
23.70%
13.73%
13.18%
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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 1.22%, which matches SPY's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CUHIX Victory US 500 Enhanced Volatility Wtd Index Fund | 1.22% | 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 | 1.21% | 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 -49.55%, 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
Victory US 500 Enhanced Volatility Wtd Index Fund (CUHIX) and SPDR S&P 500 ETF (SPY) have volatilities of 4.56% and 4.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.