RSDGX vs. SPY
Compare and contrast key facts about Victory RS Select Growth Fund (RSDGX) and State Street SPDR S&P 500 ETF (SPY).
RSDGX is managed by Victory. It was launched on Aug 1, 1996. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Performance
RSDGX vs. SPY - Performance Comparison
Loading graphics...
RSDGX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RSDGX Victory RS Select Growth Fund | -1.95% | 7.07% | 23.42% | 18.63% | -32.44% | 5.90% | 33.25% | 32.26% | -7.83% | 17.09% |
SPY State Street SPDR S&P 500 ETF | -3.65% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, RSDGX achieves a -1.95% return, which is significantly higher than SPY's -3.65% return. Over the past 10 years, RSDGX has underperformed SPY with an annualized return of 8.71%, while SPY has yielded a comparatively higher 14.06% annualized return.
RSDGX
- 1D
- 4.56%
- 1M
- -7.26%
- YTD
- -1.95%
- 6M
- 2.02%
- 1Y
- 19.15%
- 3Y*
- 12.35%
- 5Y*
- 1.38%
- 10Y*
- 8.71%
SPY
- 1D
- 0.75%
- 1M
- -4.28%
- YTD
- -3.65%
- 6M
- -1.42%
- 1Y
- 18.14%
- 3Y*
- 18.48%
- 5Y*
- 11.86%
- 10Y*
- 14.06%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RSDGX vs. SPY - Expense Ratio Comparison
RSDGX has a 1.40% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
RSDGX vs. SPY — Risk / Return Rank
RSDGX
SPY
RSDGX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory RS Select Growth Fund (RSDGX) and State Street SPDR S&P 500 ETF (SPY). 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 | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.96 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.49 | -0.22 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.23 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 1.53 | -0.23 |
Martin ratioReturn relative to average drawdown | 5.24 | 7.27 | -2.03 |
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 graphics...
Sharpe Ratios by Period
| RSDGX | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.96 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.70 | -0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.79 | -0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.56 | -0.18 |
Correlation
The correlation between RSDGX and SPY is 0.79, 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.
Dividends
RSDGX vs. SPY - Dividend Comparison
RSDGX's dividend yield for the trailing twelve months is around 13.80%, more than SPY's 1.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSDGX Victory RS Select Growth Fund | 13.80% | 13.53% | 0.00% | 0.00% | 38.07% | 28.89% | 17.43% | 13.19% | 46.71% | 14.65% | 3.30% | 9.40% |
SPY State Street SPDR S&P 500 ETF | 1.13% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
RSDGX vs. SPY - Drawdown Comparison
The maximum RSDGX drawdown since its inception was -74.21%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for RSDGX and SPY.
Loading graphics...
Drawdown Indicators
| RSDGX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.21% | -55.19% | -19.02% |
Max Drawdown (1Y)Largest decline over 1 year | -14.51% | -12.05% | -2.46% |
Max Drawdown (5Y)Largest decline over 5 years | -50.14% | -24.50% | -25.64% |
Max Drawdown (10Y)Largest decline over 10 years | -50.14% | -33.72% | -16.42% |
Current DrawdownCurrent decline from peak | -18.71% | -5.53% | -13.18% |
Average DrawdownAverage peak-to-trough decline | -28.28% | -9.09% | -19.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 2.54% | +1.07% |
Volatility
RSDGX vs. SPY - Volatility Comparison
Victory RS Select Growth Fund (RSDGX) has a higher volatility of 9.43% compared to State Street SPDR S&P 500 ETF (SPY) at 5.35%. This indicates that RSDGX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| RSDGX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.43% | 5.35% | +4.08% |
Volatility (6M)Calculated over the trailing 6-month period | 15.34% | 9.50% | +5.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.58% | 19.06% | +5.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.47% | 17.06% | +12.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.06% | 17.92% | +8.14% |