USPRX vs. BSPIX
USPRX (Victory 500 Index Fund) and BSPIX (iShares S&P 500 Index Fund Institutional Class) are both S&P 500 funds tracking the S&P 500 Index, from Victory and iShares respectively. Both are passively managed. Over the past 10 years, USPRX returned 15.80%/yr vs 15.60%/yr for BSPIX. With a 0.99 correlation, they move nearly in lockstep. USPRX charges 0.15%/yr vs 0.10%/yr for BSPIX.
Performance
USPRX vs. BSPIX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with USPRX having a 10.00% return and BSPIX slightly lower at 9.73%. Both investments have delivered pretty close results over the past 10 years, with USPRX having a 15.80% annualized return and BSPIX not far behind at 15.60%.
USPRX
- 1D
- -0.38%
- 1M
- 0.24%
- YTD
- 10.00%
- 6M
- 9.00%
- 1Y
- 25.42%
- 3Y*
- 21.61%
- 5Y*
- 13.34%
- 10Y*
- 15.80%
BSPIX
- 1D
- -0.37%
- 1M
- 0.09%
- YTD
- 9.73%
- 6M
- 8.73%
- 1Y
- 25.36%
- 3Y*
- 21.26%
- 5Y*
- 13.49%
- 10Y*
- 15.60%
USPRX vs. BSPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USPRX Victory 500 Index Fund | 10.00% | 17.71% | 25.13% | 27.12% | -19.30% | 27.57% | 21.34% | 31.29% | -4.54% | 21.08% |
BSPIX iShares S&P 500 Index Fund Institutional Class | 9.73% | 17.75% | 24.85% | 26.17% | -18.20% | 28.55% | 18.35% | 31.35% | -4.87% | 21.20% |
Correlation
The correlation between USPRX and BSPIX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.97 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.98 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.99 |
The correlation between USPRX and BSPIX has been stable across timeframes, ranging from 0.97 to 1.00 - a consistent structural relationship.
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Return for Risk
USPRX vs. BSPIX — Risk / Return Rank
USPRX
BSPIX
USPRX vs. BSPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory 500 Index Fund (USPRX) and iShares S&P 500 Index Fund Institutional Class (BSPIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| USPRX | BSPIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.39 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.99 | 3.00 | 0.00 |
| Martin ratioReturn relative to average drawdown | 13.42 | 13.51 | -0.09 |
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Drawdowns
USPRX vs. BSPIX - Drawdown Comparison
The maximum USPRX drawdown since its inception was -55.34%, which is greater than BSPIX's maximum drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for USPRX and BSPIX.
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Drawdown Indicators
| USPRX | BSPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.34% | -33.75% | -21.59% |
Max Drawdown (1Y)Largest decline over 1 year | -8.92% | -8.91% | -0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -19.62% | -18.74% | -0.88% |
Max Drawdown (5Y)Largest decline over 5 years | -26.82% | -24.55% | -2.27% |
Max Drawdown (10Y)Largest decline over 10 years | -33.64% | -33.75% | +0.11% |
Current DrawdownCurrent decline from peak | -1.74% | -1.72% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -7.62% | -3.93% | -3.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 1.97% | +0.02% |
Volatility
USPRX vs. BSPIX - Volatility Comparison
Victory 500 Index Fund (USPRX) and iShares S&P 500 Index Fund Institutional Class (BSPIX) have volatilities of 4.77% and 4.67%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USPRX | BSPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.77% | 4.67% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 9.92% | 9.83% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.61% | 12.49% | +0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.59% | 16.97% | +0.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.41% | 18.07% | +0.34% |
USPRX vs. BSPIX - Expense Ratio Comparison
USPRX has a 0.15% expense ratio, which is higher than BSPIX's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
USPRX vs. BSPIX - Dividend Comparison
USPRX's dividend yield for the trailing twelve months is around 3.82%, more than BSPIX's 1.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSPIX iShares S&P 500 Index Fund Institutional Class | 1.53% | 1.66% | 1.35% | 1.44% | 1.94% | 1.76% | 1.60% | 1.92% | 1.94% | 1.57% | 2.30% | 2.42% |
USPRX Victory 500 Index Fund | 3.82% | 4.21% | 3.70% | 2.15% | 2.90% | 5.06% | 3.46% | 5.06% | 3.14% | 1.27% | 2.43% | 1.98% |
Frequently Asked Questions
With a correlation of 1.00, USPRX and BSPIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
USPRX has higher volatility (4.77%) compared to BSPIX (4.67%). In terms of maximum drawdown, USPRX dropped -55.34% vs BSPIX's -33.75%.
BSPIX currently has the higher Sharpe Ratio (2.14 vs 2.12), 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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