MYISX vs. VMFVX
MYISX (Victory Integrity Small/Mid-Cap Value Fund) and VMFVX (Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares) are both Mid Cap Value Equities funds. Over the past 10 years, MYISX returned 11.03%/yr vs 10.44%/yr for VMFVX. With a 0.97 correlation, they move nearly in lockstep. MYISX charges 0.09%/yr vs 0.08%/yr for VMFVX.
Performance
MYISX vs. VMFVX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, MYISX achieves a 14.79% return, which is significantly higher than VMFVX's 9.52% return. Over the past 10 years, MYISX has outperformed VMFVX with an annualized return of 11.03%, while VMFVX has yielded a comparatively lower 10.44% annualized return.
MYISX
- 1D
- 0.43%
- 1M
- 1.97%
- YTD
- 14.79%
- 6M
- 15.04%
- 1Y
- 32.85%
- 3Y*
- 15.64%
- 5Y*
- 8.18%
- 10Y*
- 11.03%
VMFVX
- 1D
- 0.47%
- 1M
- 0.22%
- YTD
- 9.52%
- 6M
- 9.52%
- 1Y
- 22.18%
- 3Y*
- 14.64%
- 5Y*
- 7.68%
- 10Y*
- 10.44%
MYISX vs. VMFVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MYISX Victory Integrity Small/Mid-Cap Value Fund | 14.79% | 9.47% | 9.54% | 14.54% | -7.99% | 33.19% | 4.93% | 25.44% | -17.64% | 18.39% |
VMFVX Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares | 9.52% | 7.57% | 10.59% | 16.49% | -7.03% | 30.54% | 3.68% | 26.18% | -11.90% | 12.27% |
Correlation
The correlation between MYISX and VMFVX is 0.97 - 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 | 0.97 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.96 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.97 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.97 |
Correlation (All Time) Calculated using the full available price history since Jul 6, 2011 | 0.97 |
The correlation between MYISX and VMFVX has been stable across timeframes, ranging from 0.96 to 0.97 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
MYISX vs. VMFVX — Risk / Return Rank
MYISX
VMFVX
MYISX vs. VMFVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Integrity Small/Mid-Cap Value Fund (MYISX) and Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares (VMFVX). 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.
| MYISX | VMFVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.60 | ||
| Sortino ratioReturn per unit of downside risk | +0.80 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.26 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 3.40 | 2.11 | +1.29 |
| Martin ratioReturn relative to average drawdown | 11.27 | 7.26 | +4.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| MYISX | VMFVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.07 | 1.47 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.40 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.48 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.52 | -0.07 |
Drawdowns
MYISX vs. VMFVX - Drawdown Comparison
The maximum MYISX drawdown since its inception was -47.79%, roughly equal to the maximum VMFVX drawdown of -45.79%. Use the drawdown chart below to compare losses from any high point for MYISX and VMFVX.
Loading charts...
Drawdown Indicators
| MYISX | VMFVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.79% | -45.79% | -2.00% |
Max Drawdown (1Y)Largest decline over 1 year | -9.67% | -10.52% | +0.85% |
Max Drawdown (3Y)Largest decline over 3 years | -26.51% | -22.46% | -4.05% |
Max Drawdown (5Y)Largest decline over 5 years | -26.51% | -22.46% | -4.05% |
Max Drawdown (10Y)Largest decline over 10 years | -47.79% | -45.79% | -2.00% |
Current DrawdownCurrent decline from peak | -0.04% | 0.00% | -0.04% |
Average DrawdownAverage peak-to-trough decline | -6.77% | -5.48% | -1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 3.05% | -0.14% |
Volatility
MYISX vs. VMFVX - Volatility Comparison
Victory Integrity Small/Mid-Cap Value Fund (MYISX) has a higher volatility of 4.32% compared to Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares (VMFVX) at 3.75%. This indicates that MYISX's price experiences larger fluctuations and is considered to be riskier than VMFVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| MYISX | VMFVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.32% | 3.75% | +0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 11.08% | 10.49% | +0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.91% | 15.09% | +0.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.16% | 19.47% | +1.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.27% | 21.88% | +1.39% |
MYISX vs. VMFVX - Expense Ratio Comparison
MYISX has a 0.09% expense ratio, which is higher than VMFVX's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
MYISX vs. VMFVX - Dividend Comparison
MYISX's dividend yield for the trailing twelve months is around 3.78%, more than VMFVX's 1.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MYISX Victory Integrity Small/Mid-Cap Value Fund | 3.78% | 4.34% | 10.86% | 2.35% | 10.17% | 6.45% | 1.60% | 0.75% | 4.74% | 1.52% | 0.10% | 0.41% |
VMFVX Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares | 1.72% | 1.88% | 1.81% | 1.58% | 2.04% | 1.81% | 2.48% | 1.94% | 2.01% | 1.56% | 1.42% | 1.73% |
Frequently Asked Questions
With a correlation of 0.97, MYISX and VMFVX 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.
MYISX has higher volatility (4.32%) compared to VMFVX (3.75%). In terms of maximum drawdown, MYISX dropped -47.79% vs VMFVX's -45.79%.
MYISX currently has the higher Sharpe Ratio (2.07 vs 1.47), 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.
Find the right allocation for MYISX and VMFVX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer