MUXYX vs. VOO
MUXYX (Victory S&P 500 Index Fund) and VOO (Vanguard S&P 500 ETF) are both S&P 500 funds tracking the S&P 500 Index, from Victory and Vanguard respectively. Both are passively managed. Over the past 10 years, MUXYX returned 15.00%/yr vs 15.77%/yr for VOO. With a 0.99 correlation, they move nearly in lockstep. MUXYX charges 0.44%/yr vs 0.03%/yr for VOO.
Performance
MUXYX vs. VOO - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with MUXYX having a 9.95% return and VOO slightly lower at 9.75%. Over the past 10 years, MUXYX has underperformed VOO with an annualized return of 15.00%, while VOO has yielded a comparatively higher 15.77% annualized return.
MUXYX
- 1D
- 1.09%
- 1M
- 0.43%
- YTD
- 9.95%
- 6M
- 9.44%
- 1Y
- 26.58%
- 3Y*
- 20.46%
- 5Y*
- 13.57%
- 10Y*
- 15.00%
VOO
- 1D
- -0.29%
- 1M
- 0.08%
- YTD
- 9.75%
- 6M
- 9.30%
- 1Y
- 26.77%
- 3Y*
- 21.36%
- 5Y*
- 13.58%
- 10Y*
- 15.77%
MUXYX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MUXYX Victory S&P 500 Index Fund | 9.95% | 17.17% | 24.62% | 25.70% | -18.49% | 28.01% | 17.91% | 30.85% | -4.84% | 21.27% |
VOO Vanguard S&P 500 ETF | 9.75% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Correlation
The correlation between MUXYX and VOO is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.98 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.98 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Sep 9, 2010 | 0.99 |
The correlation between MUXYX and VOO has been stable across timeframes, ranging from 0.98 to 1.00 - a consistent structural relationship.
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Return for Risk
MUXYX vs. VOO — Risk / Return Rank
MUXYX
VOO
MUXYX vs. VOO - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MUXYX | VOO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.39 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.94 | 3.02 | -0.08 |
| Martin ratioReturn relative to average drawdown | 13.23 | 13.58 | -0.35 |
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Drawdowns
MUXYX vs. VOO - Drawdown Comparison
The maximum MUXYX drawdown since its inception was -55.74%, 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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Drawdown Indicators
| MUXYX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.74% | -33.99% | -21.75% |
Max Drawdown (1Y)Largest decline over 1 year | -9.01% | -8.90% | -0.11% |
Max Drawdown (3Y)Largest decline over 3 years | -27.62% | -18.69% | -8.93% |
Max Drawdown (5Y)Largest decline over 5 years | -28.47% | -24.52% | -3.95% |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | -33.99% | +0.20% |
Current DrawdownCurrent decline from peak | -1.37% | -1.74% | +0.37% |
Average DrawdownAverage peak-to-trough decline | -9.56% | -3.68% | -5.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 1.98% | +0.02% |
Volatility
MUXYX vs. VOO - Volatility Comparison
Victory S&P 500 Index Fund (MUXYX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.78% 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.
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Volatility by Period
| MUXYX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.78% | 4.60% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.91% | 9.73% | +0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.48% | 12.39% | +0.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.52% | 16.90% | +2.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.36% | 18.05% | +1.31% |
MUXYX vs. VOO - Expense Ratio Comparison
MUXYX has a 0.44% expense ratio, which is higher than VOO's 0.03% expense ratio.
Dividends
MUXYX vs. VOO - Dividend Comparison
MUXYX's dividend yield for the trailing twelve months is around 7.45%, more than VOO's 1.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUXYX Victory S&P 500 Index Fund | 7.45% | 8.00% | 16.75% | 5.84% | 8.25% | 7.94% | 7.27% | 13.51% | 12.31% | 17.31% | 8.03% | 11.65% |
VOO Vanguard S&P 500 ETF | 1.04% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Frequently Asked Questions
With a correlation of 1.00, MUXYX and VOO move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
MUXYX has higher volatility (4.78%) compared to VOO (4.60%). In terms of maximum drawdown, MUXYX dropped -55.74% vs VOO's -33.99%.
VOO currently has the higher Sharpe Ratio (2.17 vs 2.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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