MUXYX vs. BSPIX
Compare and contrast key facts about Victory S&P 500 Index Fund (MUXYX) and iShares S&P 500 Index Fund Institutional Class (BSPIX).
MUXYX is a passively managed fund by Victory that tracks the performance of the S&P 500 Index. It was launched on Nov 29, 1991. BSPIX is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on Apr 28, 1993. Both MUXYX and BSPIX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
MUXYX vs. BSPIX - Performance Comparison
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MUXYX vs. BSPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MUXYX Victory S&P 500 Index Fund | -7.19% | 17.17% | 24.62% | 25.70% | -18.49% | 28.01% | 17.91% | 30.85% | -4.84% | 21.27% |
BSPIX iShares S&P 500 Index Fund Institutional Class | -7.08% | 17.75% | 24.85% | 26.17% | -18.20% | 28.55% | 18.35% | 31.35% | -4.87% | 21.20% |
Returns By Period
The year-to-date returns for both investments are quite close, with MUXYX having a -7.19% return and BSPIX slightly higher at -7.08%. Both investments have delivered pretty close results over the past 10 years, with MUXYX having a 13.17% annualized return and BSPIX not far ahead at 13.55%.
MUXYX
- 1D
- -0.42%
- 1M
- -7.72%
- YTD
- -7.19%
- 6M
- -4.91%
- 1Y
- 13.94%
- 3Y*
- 16.64%
- 5Y*
- 10.88%
- 10Y*
- 13.17%
BSPIX
- 1D
- -0.39%
- 1M
- -7.69%
- YTD
- -7.08%
- 6M
- -4.66%
- 1Y
- 14.32%
- 3Y*
- 17.05%
- 5Y*
- 11.30%
- 10Y*
- 13.55%
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MUXYX vs. BSPIX - Expense Ratio Comparison
MUXYX has a 0.44% expense ratio, which is higher than BSPIX's 0.10% expense ratio.
Return for Risk
MUXYX vs. BSPIX — Risk / Return Rank
MUXYX
BSPIX
MUXYX vs. BSPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory S&P 500 Index Fund (MUXYX) and iShares S&P 500 Index Fund Institutional Class (BSPIX). 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.
| MUXYX | BSPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.83 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.29 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 1.05 | -0.03 |
Martin ratioReturn relative to average drawdown | 4.90 | 5.09 | -0.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MUXYX | BSPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.83 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.67 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.76 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.72 | -0.18 |
Correlation
The correlation between MUXYX and BSPIX is 0.99, 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.
Dividends
MUXYX vs. BSPIX - Dividend Comparison
MUXYX's dividend yield for the trailing twelve months is around 8.80%, more than BSPIX's 1.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUXYX Victory S&P 500 Index Fund | 8.80% | 8.00% | 16.75% | 5.84% | 8.25% | 7.94% | 7.27% | 13.51% | 12.31% | 17.31% | 8.03% | 11.65% |
BSPIX iShares S&P 500 Index Fund Institutional Class | 1.53% | 1.66% | 1.35% | 1.44% | 1.94% | 1.76% | 1.60% | 1.92% | 1.94% | 1.57% | 2.30% | 2.42% |
Drawdowns
MUXYX vs. BSPIX - Drawdown Comparison
The maximum MUXYX drawdown since its inception was -55.74%, which is greater than BSPIX's maximum drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for MUXYX and BSPIX.
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Drawdown Indicators
| MUXYX | BSPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.74% | -33.75% | -21.99% |
Max Drawdown (1Y)Largest decline over 1 year | -12.15% | -12.11% | -0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -28.47% | -24.55% | -3.92% |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | -33.75% | -0.04% |
Current DrawdownCurrent decline from peak | -9.01% | -8.91% | -0.10% |
Average DrawdownAverage peak-to-trough decline | -9.62% | -3.98% | -5.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 2.49% | +0.03% |
Volatility
MUXYX vs. BSPIX - Volatility Comparison
Victory S&P 500 Index Fund (MUXYX) and iShares S&P 500 Index Fund Institutional Class (BSPIX) have volatilities of 4.23% and 4.24%, 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.
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Volatility by Period
| MUXYX | BSPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 4.24% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 9.08% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.17% | 18.06% | +0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.41% | 16.84% | +2.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.29% | 17.99% | +1.30% |