USPRX vs. SPINX
USPRX (Victory 500 Index Fund) and SPINX (SEI Institutional Investments Trust S&P 500 Index Fund) are both S&P 500 funds tracking the S&P 500 Index, from Victory and SEI respectively. Both are passively managed. Over the past 10 years, USPRX returned 15.67%/yr vs 15.51%/yr for SPINX. With a 0.99 correlation, they move nearly in lockstep. USPRX charges 0.15%/yr vs 0.12%/yr for SPINX.
Performance
USPRX vs. SPINX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with USPRX having a 11.95% return and SPINX slightly lower at 11.70%. Both investments have delivered pretty close results over the past 10 years, with USPRX having a 15.67% annualized return and SPINX not far behind at 15.51%.
USPRX
- 1D
- 0.20%
- 1M
- 5.96%
- YTD
- 11.95%
- 6M
- 11.80%
- 1Y
- 28.91%
- 3Y*
- 22.97%
- 5Y*
- 14.15%
- 10Y*
- 15.67%
SPINX
- 1D
- 0.17%
- 1M
- 5.83%
- YTD
- 11.70%
- 6M
- 11.84%
- 1Y
- 29.05%
- 3Y*
- 22.43%
- 5Y*
- 14.04%
- 10Y*
- 15.51%
USPRX vs. SPINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USPRX Victory 500 Index Fund | 11.95% | 17.71% | 25.13% | 27.12% | -19.30% | 27.57% | 21.34% | 31.29% | -4.54% | 21.08% |
SPINX SEI Institutional Investments Trust S&P 500 Index Fund | 11.70% | 17.89% | 24.02% | 26.24% | -18.27% | 28.62% | 18.35% | 31.42% | -4.46% | 21.74% |
Correlation
The correlation between USPRX and SPINX is 0.98 - 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 | 0.98 |
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 | 0.98 |
Correlation (All Time) Calculated using the full available price history since Dec 20, 2013 | 0.99 |
The correlation between USPRX and SPINX has been stable across timeframes, ranging from 0.97 to 0.99 - a consistent structural relationship.
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Return for Risk
USPRX vs. SPINX — Risk / Return Rank
USPRX
SPINX
USPRX vs. SPINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory 500 Index Fund (USPRX) and SEI Institutional Investments Trust S&P 500 Index Fund (SPINX). 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 | SPINX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | -0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.46 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.34 | 3.36 | -0.02 |
| Martin ratioReturn relative to average drawdown | 15.50 | 15.72 | -0.22 |
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 | SPINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.49 | 2.53 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.63 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.74 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.72 | -0.17 |
Drawdowns
USPRX vs. SPINX - Drawdown Comparison
The maximum USPRX drawdown since its inception was -55.34%, which is greater than SPINX's maximum drawdown of -33.82%. Use the drawdown chart below to compare losses from any high point for USPRX and SPINX.
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Drawdown Indicators
| USPRX | SPINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.34% | -33.82% | -21.52% |
Max Drawdown (1Y)Largest decline over 1 year | -8.92% | -8.92% | 0.00% |
Max Drawdown (3Y)Largest decline over 3 years | -19.62% | -32.91% | +13.29% |
Max Drawdown (5Y)Largest decline over 5 years | -26.82% | -32.91% | +6.09% |
Max Drawdown (10Y)Largest decline over 10 years | -33.64% | -33.82% | +0.18% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -7.64% | -5.21% | -2.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 1.90% | +0.02% |
Volatility
USPRX vs. SPINX - Volatility Comparison
Victory 500 Index Fund (USPRX) and SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) have volatilities of 2.82% and 2.83%, 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 | SPINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.82% | 2.83% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.04% | 8.97% | +0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.95% | 11.86% | +0.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.49% | 22.49% | -5.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.36% | 20.95% | -2.59% |
USPRX vs. SPINX - Expense Ratio Comparison
USPRX has a 0.15% expense ratio, which is higher than SPINX's 0.12% 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. SPINX - Dividend Comparison
USPRX's dividend yield for the trailing twelve months is around 3.77%, less than SPINX's 10.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPINX SEI Institutional Investments Trust S&P 500 Index Fund | 10.67% | 11.90% | 26.02% | 9.77% | 9.59% | 6.58% | 3.58% | 3.01% | 4.94% | 2.32% | 1.97% | 2.29% |
USPRX Victory 500 Index Fund | 3.77% | 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 0.98, USPRX and SPINX 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.
SPINX has higher volatility (2.83%) compared to USPRX (2.82%). In terms of maximum drawdown, USPRX dropped -55.34% vs SPINX's -33.82%.
SPINX currently has the higher Sharpe Ratio (2.53 vs 2.49), 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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