USPRX vs. VIIIX
USPRX (Victory 500 Index Fund) and VIIIX (Vanguard Institutional Index Fund Institutional Plus Shares) are both S&P 500 funds tracking the S&P 500 Index, from Victory and Vanguard respectively. Both are passively managed. Over the past 10 years, USPRX returned 14.98%/yr vs 15.07%/yr for VIIIX. Their 0.99 correlation means they have historically moved very closely together. USPRX charges 0.15%/yr vs 0.02%/yr for VIIIX.
Performance
USPRX vs. VIIIX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with USPRX having a 9.38% return and VIIIX slightly lower at 9.35%. Both investments have delivered pretty close results over the past 10 years, with USPRX having a 14.98% annualized return and VIIIX not far ahead at 15.07%.
USPRX
- 1D
- 1.70%
- 1M
- -0.72%
- 6M
- 7.96%
- YTD
- 9.38%
- 1Y
- 20.36%
- 3Y*
- 19.13%
- 5Y*
- 12.40%
- 10Y*
- 14.98%
- ALL TIME*
- 10.17%
VIIIX
- 1D
- 1.66%
- 1M
- -0.56%
- 6M
- 7.79%
- YTD
- 9.35%
- 1Y
- 20.63%
- 3Y*
- 19.44%
- 5Y*
- 12.83%
- 10Y*
- 15.07%
- ALL TIME*
- 9.41%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
USPRX vs. VIIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USPRX Victory 500 Index Fund | 9.38% | 17.71% | 25.13% | 27.12% | -19.30% | 27.57% | 21.34% | 31.29% | -4.54% | 21.08% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 9.35% | 17.87% | 26.29% | 25.79% | -18.14% | 28.69% | 18.41% | 31.48% | -4.41% | 21.82% |
Correlation
The correlation between USPRX and VIIIX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 1.00 |
Correlation (3Y) Balances recent behavior with more history. | 0.98 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.98 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.99 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2002 | 0.99 |
The correlation between USPRX and VIIIX has been stable across timeframes, ranging from 0.98 to 1.00 - a consistent structural relationship.
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Return for Risk
USPRX vs. VIIIX — Risk / Return Rank
USPRX
VIIIX
USPRX vs. VIIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory 500 Index Fund (USPRX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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 | VIIIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.26 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.02 | 2.06 | -0.04 |
| Martin ratioReturn relative to average drawdown | 8.59 | 8.86 | -0.27 |
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Drawdowns
USPRX vs. VIIIX - Drawdown Comparison
The maximum USPRX drawdown since its inception was -55.34%, roughly equal to the maximum VIIIX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for USPRX and VIIIX.
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Drawdown Indicators
| USPRX | VIIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.34% | -55.18% | -0.16% |
Max Drawdown (1Y)Largest decline over 1 year | -8.92% | -8.90% | -0.02% |
Max Drawdown (3Y)Largest decline over 3 years | -19.62% | -18.75% | -0.87% |
Max Drawdown (5Y)Largest decline over 5 years | -26.82% | -24.50% | -2.32% |
Max Drawdown (10Y)Largest decline over 10 years | -33.64% | -33.79% | +0.15% |
Current DrawdownCurrent decline from peak | -2.29% | -2.11% | -0.18% |
Average DrawdownAverage peak-to-trough decline | -7.60% | -9.97% | +2.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.10% | 2.07% | +0.03% |
Volatility
USPRX vs. VIIIX - Volatility Comparison
Victory 500 Index Fund (USPRX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) have volatilities of 3.50% and 3.44%, 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 | VIIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.50% | 3.44% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 10.22% | 10.09% | +0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.98% | 12.86% | +0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.62% | 17.01% | +0.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.37% | 18.07% | +0.30% |
USPRX vs. VIIIX - Expense Ratio Comparison
USPRX has a 0.15% expense ratio, which is higher than VIIIX's 0.02% 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. VIIIX - Dividend Comparison
USPRX's dividend yield for the trailing twelve months is around 3.85%, more than VIIIX's 2.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USPRX Victory 500 Index Fund | 3.85% | 4.21% | 3.70% | 2.15% | 2.90% | 5.06% | 3.46% | 5.06% | 3.14% | 1.27% | 2.43% | 1.98% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 2.51% | 2.11% | 3.66% | 2.66% | 3.39% | 4.79% | 3.07% | 2.86% | 2.45% | 1.84% | 2.38% | 2.47% |
Frequently Asked Questions
With a correlation of 1.00, USPRX and VIIIX 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 (3.50%) compared to VIIIX (3.44%). In terms of maximum drawdown, USPRX dropped -55.34% vs VIIIX's -55.18%.
VIIIX currently has the higher Sharpe Ratio (1.43 vs 1.39), 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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