USPRX vs. SPXX
Compare and contrast key facts about Victory 500 Index Fund (USPRX) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX).
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. SPXX is an actively managed fund by Nuveen. It was launched on Nov 23, 2005.
Performance
USPRX vs. SPXX - Performance Comparison
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USPRX vs. SPXX - 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% |
SPXX Nuveen S&P 500 Dynamic Overwrite Fund | -9.14% | 9.78% | 27.10% | 0.85% | -6.92% | 29.03% | -0.37% | 25.36% | -13.42% | 27.92% |
Returns By Period
In the year-to-date period, USPRX achieves a -7.11% return, which is significantly higher than SPXX's -9.14% return. Over the past 10 years, USPRX has outperformed SPXX with an annualized return of 13.71%, while SPXX has yielded a comparatively lower 9.09% 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%
SPXX
- 1D
- 1.52%
- 1M
- -7.65%
- YTD
- -9.14%
- 6M
- -4.47%
- 1Y
- 2.68%
- 3Y*
- 9.06%
- 5Y*
- 6.83%
- 10Y*
- 9.09%
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USPRX vs. SPXX - Expense Ratio Comparison
USPRX has a 0.15% expense ratio, which is lower than SPXX's 0.89% expense ratio.
Return for Risk
USPRX vs. SPXX — Risk / Return Rank
USPRX
SPXX
USPRX vs. SPXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory 500 Index Fund (USPRX) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX). 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 | SPXX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.15 | +0.68 |
Sortino ratioReturn per unit of downside risk | 1.29 | 0.35 | +0.94 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.05 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.20 | +0.85 |
Martin ratioReturn relative to average drawdown | 5.09 | 0.69 | +4.40 |
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 | SPXX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.15 | +0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.43 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.50 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.36 | +0.14 |
Correlation
The correlation between USPRX and SPXX is 0.71, 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. SPXX - Dividend Comparison
USPRX's dividend yield for the trailing twelve months is around 4.54%, less than SPXX's 8.40% 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% |
SPXX Nuveen S&P 500 Dynamic Overwrite Fund | 8.40% | 7.48% | 6.87% | 7.82% | 7.30% | 5.27% | 6.56% | 6.44% | 7.98% | 5.69% | 5.14% | 7.75% |
Drawdowns
USPRX vs. SPXX - Drawdown Comparison
The maximum USPRX drawdown since its inception was -55.34%, which is greater than SPXX's maximum drawdown of -52.39%. Use the drawdown chart below to compare losses from any high point for USPRX and SPXX.
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Drawdown Indicators
| USPRX | SPXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.34% | -52.39% | -2.95% |
Max Drawdown (1Y)Largest decline over 1 year | -12.19% | -13.00% | +0.81% |
Max Drawdown (5Y)Largest decline over 5 years | -26.82% | -18.09% | -8.73% |
Max Drawdown (10Y)Largest decline over 10 years | -33.64% | -43.99% | +10.35% |
Current DrawdownCurrent decline from peak | -8.92% | -10.52% | +1.60% |
Average DrawdownAverage peak-to-trough decline | -7.69% | -7.51% | -0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 3.70% | -1.19% |
Volatility
USPRX vs. SPXX - Volatility Comparison
The current volatility for Victory 500 Index Fund (USPRX) is 4.27%, while Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) has a volatility of 4.63%. This indicates that USPRX experiences smaller price fluctuations and is considered to be less risky than SPXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USPRX | SPXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.27% | 4.63% | -0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 9.14% | 9.36% | -0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.24% | 17.91% | +0.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.46% | 15.79% | +1.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.32% | 18.39% | -0.07% |