USPRX vs. SPFIX
Compare and contrast key facts about Victory 500 Index Fund (USPRX) and Shelton Capital Management S&P 500 Index Fund (SPFIX).
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. SPFIX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Apr 20, 1992. Both USPRX and SPFIX 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. SPFIX - Performance Comparison
Loading graphics...
USPRX vs. SPFIX - 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% |
SPFIX Shelton Capital Management S&P 500 Index Fund | -7.11% | 17.23% | 42.83% | 25.48% | -18.22% | 27.99% | 17.41% | 41.64% | -4.68% | 21.55% |
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with USPRX at -7.11% and SPFIX at -7.11%. Over the past 10 years, USPRX has underperformed SPFIX with an annualized return of 13.71%, while SPFIX has yielded a comparatively higher 15.75% 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%
SPFIX
- 1D
- -0.37%
- 1M
- -7.67%
- YTD
- -7.11%
- 6M
- -4.66%
- 1Y
- 14.10%
- 3Y*
- 22.03%
- 5Y*
- 14.01%
- 10Y*
- 15.75%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
USPRX vs. SPFIX - Expense Ratio Comparison
USPRX has a 0.15% expense ratio, which is lower than SPFIX's 0.43% expense ratio.
Return for Risk
USPRX vs. SPFIX — Risk / Return Rank
USPRX
SPFIX
USPRX vs. SPFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory 500 Index Fund (USPRX) and Shelton Capital Management S&P 500 Index Fund (SPFIX). 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 | SPFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.81 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.26 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.19 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.01 | +0.04 |
Martin ratioReturn relative to average drawdown | 5.09 | 4.90 | +0.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| USPRX | SPFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.81 | +0.02 |
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 | 0.84 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.56 | -0.06 |
Correlation
The correlation between USPRX and SPFIX is 0.99, 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. SPFIX - Dividend Comparison
USPRX's dividend yield for the trailing twelve months is around 4.54%, more than SPFIX's 3.68% 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% |
SPFIX Shelton Capital Management S&P 500 Index Fund | 3.68% | 3.45% | 27.20% | 8.08% | 5.07% | 5.43% | 8.06% | 16.60% | 2.49% | 3.01% | 2.92% | 4.35% |
Drawdowns
USPRX vs. SPFIX - Drawdown Comparison
The maximum USPRX drawdown since its inception was -55.34%, roughly equal to the maximum SPFIX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for USPRX and SPFIX.
Loading graphics...
Drawdown Indicators
| USPRX | SPFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.34% | -54.81% | -0.53% |
Max Drawdown (1Y)Largest decline over 1 year | -12.19% | -12.11% | -0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -26.82% | -24.69% | -2.13% |
Max Drawdown (10Y)Largest decline over 10 years | -33.64% | -33.83% | +0.19% |
Current DrawdownCurrent decline from peak | -8.92% | -8.90% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -7.69% | -8.99% | +1.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 2.50% | +0.01% |
Volatility
USPRX vs. SPFIX - Volatility Comparison
Victory 500 Index Fund (USPRX) and Shelton Capital Management S&P 500 Index Fund (SPFIX) have volatilities of 4.27% and 4.22%, 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.
Loading graphics...
Volatility by Period
| USPRX | SPFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.27% | 4.22% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 9.14% | 9.04% | +0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.24% | 18.09% | +0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.46% | 18.19% | -0.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.32% | 18.84% | -0.52% |