Correlation
The correlation between MUXYX and VOO is 1.00, 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.
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.
Performance
MUXYX vs. VOO - Performance Comparison
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Key characteristics
MUXYX:
0.70
VOO:
0.72
MUXYX:
1.11
VOO:
1.14
MUXYX:
1.16
VOO:
1.17
MUXYX:
0.74
VOO:
0.76
MUXYX:
2.82
VOO:
2.87
MUXYX:
4.96%
VOO:
4.94%
MUXYX:
19.84%
VOO:
19.55%
MUXYX:
-55.53%
VOO:
-33.99%
MUXYX:
-3.07%
VOO:
-2.99%
Returns By Period
In the year-to-date period, MUXYX achieves a 1.36% return, which is significantly lower than VOO's 1.48% return. Both investments have delivered pretty close results over the past 10 years, with MUXYX having a 12.51% annualized return and VOO not far ahead at 12.96%.
MUXYX
1.36%
4.56%
-1.27%
13.73%
14.33%
14.95%
12.51%
VOO
1.48%
4.65%
-1.16%
13.95%
14.76%
15.43%
12.96%
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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 Rank
MUXYX
VOO
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.
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Dividends
MUXYX vs. VOO - Dividend Comparison
MUXYX's dividend yield for the trailing twelve months is around 16.52%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUXYX Victory S&P 500 Index Fund | 16.52% | 16.76% | 5.83% | 8.25% | 7.95% | 7.27% | 13.51% | 12.32% | 17.31% | 8.57% | 12.21% | 9.25% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MUXYX vs. VOO - Drawdown Comparison
The maximum MUXYX drawdown since its inception was -55.53%, 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.
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Volatility
MUXYX vs. VOO - Volatility Comparison
Victory S&P 500 Index Fund (MUXYX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.79% and 4.83%, 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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