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 189 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 | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | USVAX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | USVAX vs NMTRX | |
| 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 74. There are 156 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 | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | USVAX vs ATOIX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | USVAX vs DFCMX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | USVAX vs DNYMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | USVAX vs DFSMX |
Top Performing USVAX Alternatives (YTD)
USVAX is at 2.80% YTD. There are 21 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 13.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 13.22% | — | Apr 1998 | USVAX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 9.70% | — | Nov 2002 | USVAX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 7.62% | — | Nov 2001 | USVAX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 6.57% | — | Oct 1992 | USVAX vs MIY | |
| Nuveen Virginia Quality Municipal Income Fund | 6.33% | — | Mar 1993 | USVAX vs NPV |
Lowest Volatility Alternatives to USVAX
USVAX has 3.27% 1-year volatility. There are 410 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | USVAX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | USVAX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | USVAX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.60% | — | May 2016 | USVAX vs USMTX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | USVAX vs DFSMX |
Lowest Drawdown Alternatives to USVAX
USVAX has a 1-year max drawdown of -2.85%. There are 271 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 | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | USVAX vs APUSX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | USVAX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | USVAX vs FHMIX |
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 | 69 | 20.37% | — | Oct 2000 | USVAX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 63 | 9.96% | — | May 1996 | USVAX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 2.82% | — | Jan 2023 | USVAX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 15 | 4.12% | — | Oct 1981 | USVAX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 19 | -5.41% | — | Aug 1984 | USVAX vs USAGX | |
| Victory Global Energy Transition Fund | Energy Equities | 96 | 34.09% | — | Nov 1995 | USVAX vs RSNRX | |
| USAA Growth Fund | Large Cap Growth Equities | 10 | -0.66% | — | Apr 1971 | USVAX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 76 | 9.20% | — | Aug 1984 | USVAX vs USCRX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 83 | 6.19% | — | Jan 1989 | USVAX vs USBLX | |
| USAA High Income Fund | High Yield Bonds | 77 | 1.55% | — | Aug 1999 | USVAX vs USHYX |
Often Compared With USVAX
Investors most often compare USVAX with EDF, DCARX, FGNSX. These 9 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 56 | 19.48% | — | Dec 2010 | USVAX vs EDF | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.84% | — | Oct 2017 | USVAX vs DCARX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 97 | 0.77% | — | Dec 2017 | USVAX vs FGNSX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 94 | 2.05% | — | Nov 2014 | USVAX vs DMREX | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 78 | 1.81% | — | Jun 2012 | USVAX vs FXIEX | |
| BlackRock MuniYield Quality Fund | Municipal Bonds | 21 | 4.72% | — | Jul 1992 | USVAX vs MQY | |
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 36 | 5.84% | — | Feb 1998 | USVAX vs MUC | |
| BlackRock MuniYield Pennsylvania Quality Fund | Municipal Bonds | 29 | 4.22% | — | Nov 1992 | USVAX vs MPA | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 51 | 5.45% | — | Mar 1998 | USVAX vs MUJ |
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