RSDGX vs. IYH
RSDGX (Victory RS Select Growth Fund) and IYH (iShares U.S. Healthcare ETF) are both funds - RSDGX is a Mid Cap Growth Equities fund managed by Victory, while IYH is a Health & Biotech Equities fund tracking the Dow Jones U.S. Health Care Index. Over the past 10 years, RSDGX returned 10.22%/yr vs 9.20%/yr for IYH. A 0.63 correlation means they provide meaningful diversification when combined. RSDGX charges 1.40%/yr vs 0.43%/yr for IYH.
Performance
RSDGX vs. IYH - Performance Comparison
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Returns By Period
In the year-to-date period, RSDGX achieves a 16.92% return, which is significantly higher than IYH's -1.42% return. Over the past 10 years, RSDGX has outperformed IYH with an annualized return of 10.22%, while IYH has yielded a comparatively lower 9.20% annualized return.
RSDGX
- 1D
- -0.59%
- 1M
- 4.36%
- YTD
- 16.92%
- 6M
- 13.72%
- 1Y
- 34.30%
- 3Y*
- 18.58%
- 5Y*
- 4.99%
- 10Y*
- 10.22%
IYH
- 1D
- 2.89%
- 1M
- 4.56%
- YTD
- -1.42%
- 6M
- -1.04%
- 1Y
- 16.06%
- 3Y*
- 6.36%
- 5Y*
- 5.19%
- 10Y*
- 9.20%
RSDGX vs. IYH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RSDGX Victory RS Select Growth Fund | 16.92% | 7.07% | 23.42% | 18.63% | -32.44% | 5.90% | 33.25% | 32.26% | -7.83% | 17.09% |
IYH iShares U.S. Healthcare ETF | -1.42% | 13.16% | 2.99% | 2.14% | -4.46% | 23.41% | 15.56% | 20.80% | 5.80% | 22.27% |
Correlation
The correlation between RSDGX and IYH is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Jun 19, 2000 | 0.63 |
Over the past year, the correlation between RSDGX and IYH has dropped to 0.35 - well below their long-term average of 0.63, suggesting their price drivers have been diverging.
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Return for Risk
RSDGX vs. IYH — Risk / Return Rank
RSDGX
IYH
RSDGX vs. IYH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory RS Select Growth Fund (RSDGX) and iShares U.S. Healthcare ETF (IYH). 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.
| RSDGX | IYH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.70 | ||
| Sortino ratioReturn per unit of downside risk | +0.74 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.19 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.78 | 1.52 | +1.26 |
| Martin ratioReturn relative to average drawdown | 11.62 | 3.64 | +7.97 |
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
| RSDGX | IYH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.77 | 1.07 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.35 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.55 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.43 | -0.03 |
Drawdowns
RSDGX vs. IYH - Drawdown Comparison
The maximum RSDGX drawdown since its inception was -74.21%, which is greater than IYH's maximum drawdown of -43.12%. Use the drawdown chart below to compare losses from any high point for RSDGX and IYH.
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Drawdown Indicators
| RSDGX | IYH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.21% | -43.12% | -31.09% |
Max Drawdown (1Y)Largest decline over 1 year | -12.65% | -10.64% | -2.01% |
Max Drawdown (3Y)Largest decline over 3 years | -28.82% | -17.91% | -10.91% |
Max Drawdown (5Y)Largest decline over 5 years | -50.14% | -17.91% | -32.23% |
Max Drawdown (10Y)Largest decline over 10 years | -50.14% | -28.40% | -21.74% |
Current DrawdownCurrent decline from peak | -3.07% | -4.68% | +1.61% |
Average DrawdownAverage peak-to-trough decline | -28.16% | -8.96% | -19.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 4.42% | -1.40% |
Volatility
RSDGX vs. IYH - Volatility Comparison
Victory RS Select Growth Fund (RSDGX) has a higher volatility of 6.48% compared to iShares U.S. Healthcare ETF (IYH) at 5.06%. This indicates that RSDGX's price experiences larger fluctuations and is considered to be riskier than IYH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSDGX | IYH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 5.06% | +1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 15.92% | 10.70% | +5.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.81% | 15.01% | +4.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.49% | 14.97% | +14.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.17% | 16.74% | +9.43% |
RSDGX vs. IYH - Expense Ratio Comparison
RSDGX has a 1.40% expense ratio, which is higher than IYH's 0.43% expense ratio.
Dividends
RSDGX vs. IYH - Dividend Comparison
RSDGX's dividend yield for the trailing twelve months is around 11.57%, more than IYH's 1.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYH iShares U.S. Healthcare ETF | 1.26% | 1.19% | 1.25% | 1.18% | 1.10% | 0.94% | 1.16% | 1.14% | 1.95% | 1.10% | 1.29% | 2.02% |
RSDGX Victory RS Select Growth Fund | 11.57% | 13.53% | 0.00% | 0.00% | 38.07% | 28.89% | 17.43% | 13.19% | 46.71% | 14.65% | 3.30% | 9.40% |
Frequently Asked Questions
RSDGX and IYH have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RSDGX has higher volatility (6.48%) compared to IYH (5.06%). In terms of maximum drawdown, RSDGX dropped -74.21% vs IYH's -43.12%.
RSDGX currently has the higher Sharpe Ratio (1.77 vs 1.07), 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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