RSPFX vs. VUG
Compare and contrast key facts about Victory RS Partners Fund (RSPFX) and Vanguard Growth ETF (VUG).
RSPFX is managed by Victory Capital. It was launched on Jul 12, 1995. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSPFX or VUG.
Key characteristics
| RSPFX | VUG | |
|---|---|---|
| YTD Return | 12.40% | 21.14% |
| 1Y Return | 20.81% | 31.13% |
| 3Y Return (Ann) | 9.83% | 8.02% |
| 5Y Return (Ann) | 11.28% | 18.22% |
| 10Y Return (Ann) | 5.97% | 15.18% |
| Sharpe Ratio | 1.32 | 1.84 |
| Daily Std Dev | 16.87% | 17.31% |
| Max Drawdown | -63.11% | -50.68% |
| Current Drawdown | -2.03% | -4.16% |
Correlation
The correlation between RSPFX and VUG is 0.74, 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. VUG - Performance Comparison
In the year-to-date period, RSPFX achieves a 12.40% return, which is significantly lower than VUG's 21.14% return. Over the past 10 years, RSPFX has underperformed VUG with an annualized return of 5.97%, while VUG has yielded a comparatively higher 15.18% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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RSPFX vs. VUG - Expense Ratio Comparison
RSPFX has a 1.45% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
RSPFX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory RS Partners Fund (RSPFX) and Vanguard Growth ETF (VUG). 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. VUG - Dividend Comparison
RSPFX's dividend yield for the trailing twelve months is around 5.04%, more than VUG's 0.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSPFX Victory RS Partners Fund | 5.04% | 5.66% | 8.91% | 16.56% | 1.52% | 9.92% | 24.51% | 23.61% | 5.62% | 0.00% | 0.00% | 0.00% |
VUG Vanguard Growth ETF | 0.50% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
RSPFX vs. VUG - Drawdown Comparison
The maximum RSPFX drawdown since its inception was -63.11%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for RSPFX and VUG. For additional features, visit the drawdowns tool.
Volatility
RSPFX vs. VUG - Volatility Comparison
The current volatility for Victory RS Partners Fund (RSPFX) is 4.84%, while Vanguard Growth ETF (VUG) has a volatility of 5.78%. This indicates that RSPFX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.