MUXYX vs. VOO
Compare and contrast key facts about Victory S&P 500 Index Fund (MUXYX) and Vanguard S&P 500 ETF (VOO).
MUXYX is managed by Victory Capital. It was launched on Nov 29, 1991. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MUXYX or VOO.
Correlation
The correlation between MUXYX and VOO 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.
Performance
MUXYX vs. VOO - Performance Comparison
Key characteristics
MUXYX:
0.57
VOO:
2.25
MUXYX:
0.74
VOO:
2.98
MUXYX:
1.15
VOO:
1.42
MUXYX:
0.62
VOO:
3.31
MUXYX:
3.60
VOO:
14.77
MUXYX:
2.87%
VOO:
1.90%
MUXYX:
18.15%
VOO:
12.46%
MUXYX:
-60.91%
VOO:
-33.99%
MUXYX:
-15.72%
VOO:
-2.47%
Returns By Period
In the year-to-date period, MUXYX achieves a 8.64% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, MUXYX has underperformed VOO with an annualized return of 2.13%, while VOO has yielded a comparatively higher 13.08% annualized return.
MUXYX
8.64%
-13.19%
-5.61%
9.18%
5.80%
2.13%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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MUXYX vs. VOO - Expense Ratio Comparison
MUXYX has a 0.44% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
MUXYX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory S&P 500 Index Fund (MUXYX) and Vanguard S&P 500 ETF (VOO). 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
MUXYX vs. VOO - Dividend Comparison
MUXYX's dividend yield for the trailing twelve months is around 0.67%, less than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUXYX Victory S&P 500 Index Fund | 0.67% | 1.06% | 1.25% | 0.90% | 1.25% | 1.56% | 2.02% | 1.66% | 1.85% | 1.90% | 1.45% | 1.35% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
MUXYX vs. VOO - Drawdown Comparison
The maximum MUXYX drawdown since its inception was -60.91%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MUXYX and VOO. For additional features, visit the drawdowns tool.
Volatility
MUXYX vs. VOO - Volatility Comparison
Victory S&P 500 Index Fund (MUXYX) has a higher volatility of 14.42% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that MUXYX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.