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.
Correlation
The correlation between RSPFX and SPY is 0.71, 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.
Performance
RSPFX vs. SPY - Performance Comparison
Key characteristics
RSPFX:
0.73
SPY:
1.97
RSPFX:
1.13
SPY:
2.64
RSPFX:
1.15
SPY:
1.36
RSPFX:
0.32
SPY:
2.97
RSPFX:
2.28
SPY:
12.34
RSPFX:
5.66%
SPY:
2.03%
RSPFX:
17.67%
SPY:
12.68%
RSPFX:
-68.06%
SPY:
-55.19%
RSPFX:
-33.96%
SPY:
-0.01%
Returns By Period
In the year-to-date period, RSPFX achieves a 1.82% return, which is significantly lower than SPY's 4.03% return. Over the past 10 years, RSPFX has underperformed SPY with an annualized return of -0.58%, while SPY has yielded a comparatively higher 13.18% annualized return.
RSPFX
1.82%
-0.56%
-0.22%
9.09%
3.91%
-0.58%
SPY
4.03%
2.03%
9.65%
23.63%
14.28%
13.18%
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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.
Dividends
RSPFX vs. SPY - Dividend Comparison
RSPFX's dividend yield for the trailing twelve months is around 0.45%, less than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSPFX Victory RS Partners Fund | 0.45% | 0.46% | 0.84% | 0.51% | 0.00% | 0.00% | 0.85% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.16% | 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 -68.06%, 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. For additional features, visit the drawdowns tool.
Volatility
RSPFX vs. SPY - Volatility Comparison
Victory RS Partners Fund (RSPFX) has a higher volatility of 3.46% compared to SPDR S&P 500 ETF (SPY) at 3.15%. 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.