Correlation
The correlation between RSPFX and SPY is 0.73, 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.
RSPFX vs. SPY
Compare and contrast key facts about Victory RS Partners Fund (RSPFX) and SPDR S&P 500 ETF (SPY).
RSPFX is managed by Victory Capital. It was launched on Jul 12, 1995. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSPFX or SPY.
Performance
RSPFX vs. SPY - Performance Comparison
Loading data...
Key characteristics
RSPFX:
0.32
SPY:
0.67
RSPFX:
0.49
SPY:
1.03
RSPFX:
1.06
SPY:
1.15
RSPFX:
0.21
SPY:
0.69
RSPFX:
0.56
SPY:
2.61
RSPFX:
9.07%
SPY:
4.92%
RSPFX:
22.31%
SPY:
20.44%
RSPFX:
-59.26%
SPY:
-55.19%
RSPFX:
-14.00%
SPY:
-3.44%
Returns By Period
In the year-to-date period, RSPFX achieves a -4.39% return, which is significantly lower than SPY's 0.98% return. Over the past 10 years, RSPFX has underperformed SPY with an annualized return of 8.60%, while SPY has yielded a comparatively higher 12.73% annualized return.
RSPFX
-4.39%
3.24%
-11.75%
7.12%
6.54%
16.18%
8.60%
SPY
0.98%
6.45%
-0.84%
13.58%
14.08%
15.83%
12.73%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RSPFX vs. SPY - Expense Ratio Comparison
RSPFX has a 1.45% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
RSPFX vs. SPY — Risk-Adjusted Performance Rank
RSPFX
SPY
RSPFX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory RS Partners Fund (RSPFX) and 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.
Loading data...
Dividends
RSPFX vs. SPY - Dividend Comparison
RSPFX's dividend yield for the trailing twelve months is around 6.05%, more than SPY's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSPFX Victory RS Partners Fund | 6.05% | 5.79% | 5.66% | 8.92% | 16.55% | 1.52% | 9.92% | 24.51% | 23.61% | 5.62% | 3.18% | 23.64% |
SPY SPDR S&P 500 ETF | 1.21% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
RSPFX vs. SPY - Drawdown Comparison
The maximum RSPFX drawdown since its inception was -59.26%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for RSPFX and SPY.
Loading data...
Volatility
RSPFX vs. SPY - Volatility Comparison
Victory RS Partners Fund (RSPFX) has a higher volatility of 5.27% compared to SPDR S&P 500 ETF (SPY) at 4.85%. This indicates that RSPFX'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 data...