USAA Cornerstone Moderate Fund (USBSX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with USBSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to USBSX
USBSX charges 1.14% annually. There are 455 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | USBSX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | USBSX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | USBSX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | USBSX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | USBSX vs FYMIX |
Best Risk-Adjusted Alternatives to USBSX
USBSX has a PortfoliosLab risk / return rank of 67. There are 148 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | USBSX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | USBSX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | USBSX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | USBSX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | USBSX vs AOBLX |
Top Performing USBSX Alternatives (YTD)
USBSX is at 6.62% YTD. There are 197 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.82% | — | Jan 1998 | USBSX vs EKBAX | |
| Greenspring Fund | 21.42% | — | Jun 1983 | USBSX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.08% | — | Aug 1998 | USBSX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 16.76% | — | Dec 2002 | USBSX vs TIBIX | |
| ICON Equity Income Fund | 13.95% | — | May 2004 | USBSX vs IOEZX |
Lowest Volatility Alternatives to USBSX
USBSX has 8.35% 1-year volatility. There are 243 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | USBSX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | USBSX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | USBSX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | USBSX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | USBSX vs CSTAX |
Lowest Drawdown Alternatives to USBSX
USBSX has a 1-year max drawdown of -5.96%. There are 228 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | USBSX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | USBSX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | USBSX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | USBSX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | USBSX vs CSTAX |
Other Mutual Funds from Victory
The 10 most viewed Victory mutual funds shown here include USNQX, USSPX, CBYYX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Nasdaq-100, Large Cap Growth Equities | 53 | 15.89% | — | Oct 2000 | USBSX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 53 | 8.23% | — | May 1996 | USBSX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 3.00% | — | Jan 2023 | USBSX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 12 | 2.31% | — | Oct 1981 | USBSX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 17 | -13.20% | — | Aug 1984 | USBSX vs USAGX | |
| Victory Global Energy Transition Fund | Energy Equities | 96 | 31.07% | — | Nov 1995 | USBSX vs RSNRX | |
| USAA Growth Fund | Large Cap Growth Equities | 8 | -2.14% | — | Apr 1971 | USBSX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 68 | 7.85% | — | Aug 1984 | USBSX vs USCRX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 79 | 5.49% | — | Jan 1989 | USBSX vs USBLX | |
| USAA High Income Fund | High Yield Bonds | 75 | 1.55% | — | Aug 1999 | USBSX vs USHYX |
Often Compared With USBSX
Investors most often compare USBSX with SWISX, SWTSX, WWWEX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare USBSX with Any Fund or Stock
Compare USBSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair USBSX with funds that move differently
USAA Cornerstone Moderate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to USBSX.
Explore USBSX Diversifiers