USPRX vs. PUTW
Compare and contrast key facts about Victory 500 Index Fund (USPRX) and WisdomTree Equity Premium Income Fund (PUTW).
USPRX is a passively managed fund by Victory that tracks the performance of the S&P 500 Index. It was launched on May 1, 2002. PUTW is a passively managed fund by WisdomTree that tracks the performance of the Volos U.S. Large Cap Target 2.5% PutWrite Index. It was launched on Feb 24, 2016. Both USPRX and PUTW are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
USPRX vs. PUTW - Performance Comparison
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USPRX vs. PUTW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USPRX Victory 500 Index Fund | -7.11% | 17.71% | 25.13% | 27.12% | -19.30% | 27.57% | 21.34% | 31.29% | -4.54% | 21.08% |
PUTW WisdomTree Equity Premium Income Fund | -1.66% | 14.45% | 17.18% | 15.53% | -10.11% | 20.94% | 1.65% | 13.55% | -7.16% | 10.09% |
Returns By Period
In the year-to-date period, USPRX achieves a -7.11% return, which is significantly lower than PUTW's -1.66% return. Over the past 10 years, USPRX has outperformed PUTW with an annualized return of 13.71%, while PUTW has yielded a comparatively lower 7.80% annualized return.
USPRX
- 1D
- -0.40%
- 1M
- -7.61%
- YTD
- -7.11%
- 6M
- -4.88%
- 1Y
- 14.48%
- 3Y*
- 17.31%
- 5Y*
- 11.17%
- 10Y*
- 13.71%
PUTW
- 1D
- 2.60%
- 1M
- -3.50%
- YTD
- -1.66%
- 6M
- 1.99%
- 1Y
- 15.64%
- 3Y*
- 13.04%
- 5Y*
- 9.37%
- 10Y*
- 7.80%
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USPRX vs. PUTW - Expense Ratio Comparison
USPRX has a 0.15% expense ratio, which is lower than PUTW's 0.44% expense ratio.
Return for Risk
USPRX vs. PUTW — Risk / Return Rank
USPRX
PUTW
USPRX vs. PUTW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory 500 Index Fund (USPRX) and WisdomTree Equity Premium Income Fund (PUTW). 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.
| USPRX | PUTW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.10 | -0.27 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.65 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.27 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.62 | -0.58 |
Martin ratioReturn relative to average drawdown | 5.09 | 8.70 | -3.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| USPRX | PUTW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.10 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.77 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.59 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.61 | -0.11 |
Correlation
The correlation between USPRX and PUTW 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
USPRX vs. PUTW - Dividend Comparison
USPRX's dividend yield for the trailing twelve months is around 4.54%, less than PUTW's 12.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USPRX Victory 500 Index Fund | 4.54% | 4.21% | 3.70% | 2.15% | 2.90% | 5.06% | 3.46% | 5.06% | 3.14% | 1.27% | 2.43% | 1.98% |
PUTW WisdomTree Equity Premium Income Fund | 12.37% | 13.18% | 11.99% | 8.94% | 3.27% | 0.00% | 1.43% | 1.47% | 6.46% | 3.52% | 2.27% | 0.00% |
Drawdowns
USPRX vs. PUTW - Drawdown Comparison
The maximum USPRX drawdown since its inception was -55.34%, which is greater than PUTW's maximum drawdown of -28.40%. Use the drawdown chart below to compare losses from any high point for USPRX and PUTW.
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Drawdown Indicators
| USPRX | PUTW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.34% | -28.40% | -26.94% |
Max Drawdown (1Y)Largest decline over 1 year | -12.19% | -9.90% | -2.29% |
Max Drawdown (5Y)Largest decline over 5 years | -26.82% | -16.56% | -10.26% |
Max Drawdown (10Y)Largest decline over 10 years | -33.64% | -28.40% | -5.24% |
Current DrawdownCurrent decline from peak | -8.92% | -4.73% | -4.19% |
Average DrawdownAverage peak-to-trough decline | -7.69% | -3.48% | -4.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 1.85% | +0.66% |
Volatility
USPRX vs. PUTW - Volatility Comparison
The current volatility for Victory 500 Index Fund (USPRX) is 4.27%, while WisdomTree Equity Premium Income Fund (PUTW) has a volatility of 4.77%. This indicates that USPRX experiences smaller price fluctuations and is considered to be less risky than PUTW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USPRX | PUTW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.27% | 4.77% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 9.14% | 7.82% | +1.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.24% | 14.33% | +3.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.46% | 12.21% | +5.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.32% | 13.23% | +5.09% |