USAA Virginia Bond Fund (USVAX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with USVAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to USVAX
USVAX charges 0.55% annually. There are 187 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | USVAX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | USVAX vs VTMFX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | USVAX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | USVAX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | USVAX vs FSMUX |
Best Risk-Adjusted Alternatives to USVAX
USVAX has a PortfoliosLab risk / return rank of 87. There are 67 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | USVAX vs DFABX | |
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | USVAX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | USVAX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | USVAX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | USVAX vs TFCYX |
Top Performing USVAX Alternatives (YTD)
USVAX is at 2.97% YTD. There are 27 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.06%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.06% | — | Apr 1998 | USVAX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 10.21% | — | Nov 2002 | USVAX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 8.32% | — | Oct 1992 | USVAX vs MIY | |
| AllianceBernstein National Municipal Income Fund | 6.66% | — | Nov 2001 | USVAX vs AFB | |
| BlackRock MuniHoldings California Quality Fund | 6.62% | — | Feb 1998 | USVAX vs MUC |
Lowest Volatility Alternatives to USVAX
USVAX has 3.30% 1-year volatility. There are 415 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.55% | — | Aug 2002 | USVAX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | USVAX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.57% | — | Apr 2007 | USVAX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.58% | — | May 2016 | USVAX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | USVAX vs USMTX |
Lowest Drawdown Alternatives to USVAX
USVAX has a 1-year max drawdown of -2.85%. There are 272 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | USVAX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | USVAX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | USVAX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | USVAX vs TFCYX | |
| DFA Short-Term Selective State Municipal Bond Port... | -0.11% | — | Apr 2022 | USVAX vs DFABX |
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 | 57 | 18.28% | — | Oct 2000 | USVAX vs USNQX | |
| Victory 500 Index Fund Member Shares | Large Cap Blend Equities | 63 | 11.46% | — | May 1996 | USVAX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 3.55% | — | Jan 2023 | USVAX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 15 | 6.43% | — | Oct 1981 | USVAX vs USAUX | |
| Victory Global Energy Transition Fund | Energy Equities | 94 | 27.67% | — | Nov 1995 | USVAX vs RSNRX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 22 | -11.98% | — | Aug 1984 | USVAX vs USAGX | |
| USAA Growth Fund | Large Cap Growth Equities | 10 | 1.57% | — | Apr 1971 | USVAX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 74 | 9.02% | — | Aug 1984 | USVAX vs USCRX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 83 | 6.93% | — | Jan 1989 | USVAX vs USBLX | |
| USAA Science & Technology Fund | Technology Equities | 43 | 21.67% | — | Jul 1997 | USVAX vs USSCX |
Often Compared With USVAX
Investors most often compare USVAX with EDF, APUSX, NPV. These 12 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare USVAX with Any Fund or Stock
Compare USVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair USVAX with funds that move differently
USAA Virginia Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to USVAX.
Explore USVAX Diversifiers