ENTIX vs. UCEQX
ENTIX (ERShares Global Entrepreneurs™) and UCEQX (USAA Cornerstone Equity Fund) are both Global Equities funds. Over the past 10 years, ENTIX returned 9.64%/yr vs 11.39%/yr for UCEQX. Their correlation of 0.83 means they have usually moved in the same direction. ENTIX charges 1.29%/yr vs 0.09%/yr for UCEQX.
Performance
ENTIX vs. UCEQX - Performance Comparison
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Returns By Period
In the year-to-date period, ENTIX achieves a -5.15% return, which is significantly lower than UCEQX's 14.40% return. Over the past 10 years, ENTIX has underperformed UCEQX with an annualized return of 9.64%, while UCEQX has yielded a comparatively higher 11.39% annualized return.
ENTIX
- 1D
- 0.43%
- 1M
- -1.62%
- 6M
- -0.37%
- YTD
- -5.15%
- 1Y
- -2.90%
- 3Y*
- 16.38%
- 5Y*
- 3.65%
- 10Y*
- 9.64%
- ALL TIME*
- 8.78%
UCEQX
- 1D
- 0.21%
- 1M
- 0.99%
- 6M
- 10.27%
- YTD
- 14.40%
- 1Y
- 27.50%
- 3Y*
- 19.34%
- 5Y*
- 11.07%
- 10Y*
- 11.39%
- ALL TIME*
- 10.60%
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 |
ENTIX vs. UCEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ENTIX ERShares Global Entrepreneurs™ | -5.15% | 22.05% | 33.84% | 23.82% | -31.67% | -8.38% | 38.75% | 27.65% | -11.04% | 30.17% |
UCEQX USAA Cornerstone Equity Fund | 14.40% | 23.71% | 14.50% | 19.36% | -16.25% | 19.68% | 10.76% | 22.49% | -12.06% | 22.59% |
Correlation
The correlation between ENTIX and UCEQX is 0.74, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.74 |
Correlation (3Y) Balances recent behavior with more history. | 0.80 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.83 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.81 |
Correlation (All Time) Calculated using the full available price history since Jun 13, 2012 | 0.83 |
The correlation between ENTIX and UCEQX has been stable across timeframes, ranging from 0.74 to 0.83 - a consistent structural relationship.
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Return for Risk
ENTIX vs. UCEQX — Risk / Return Rank
ENTIX
UCEQX
ENTIX vs. UCEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ERShares Global Entrepreneurs™ (ENTIX) and USAA Cornerstone Equity Fund (UCEQX). 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.
| ENTIX | UCEQX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.24 | ||
| Sortino ratioReturn per unit of downside risk | -2.95 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.36 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | -0.21 | 2.94 | -3.15 |
| Martin ratioReturn relative to average drawdown | -0.44 | 12.65 | -13.09 |
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Drawdowns
ENTIX vs. UCEQX - Drawdown Comparison
The maximum ENTIX drawdown since its inception was -54.84%, which is greater than UCEQX's maximum drawdown of -35.33%. Use the drawdown chart below to compare losses from any high point for ENTIX and UCEQX.
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Drawdown Indicators
| ENTIX | UCEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.84% | -35.33% | -19.51% |
Max Drawdown (1Y)Largest decline over 1 year | -25.35% | -8.96% | -16.39% |
Max Drawdown (3Y)Largest decline over 3 years | -25.35% | -15.64% | -9.71% |
Max Drawdown (5Y)Largest decline over 5 years | -44.18% | -25.24% | -18.94% |
Max Drawdown (10Y)Largest decline over 10 years | -54.84% | -35.33% | -19.51% |
Current DrawdownCurrent decline from peak | -12.65% | -0.21% | -12.44% |
Average DrawdownAverage peak-to-trough decline | -13.73% | -4.83% | -8.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.10% | 2.08% | +10.02% |
Volatility
ENTIX vs. UCEQX - Volatility Comparison
ERShares Global Entrepreneurs™ (ENTIX) has a higher volatility of 4.27% compared to USAA Cornerstone Equity Fund (UCEQX) at 3.35%. This indicates that ENTIX's price experiences larger fluctuations and is considered to be riskier than UCEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ENTIX | UCEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.27% | 3.35% | +0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 16.03% | 11.02% | +5.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.63% | 13.31% | +7.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.80% | 15.38% | +6.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.93% | 16.46% | +4.47% |
ENTIX vs. UCEQX - Expense Ratio Comparison
ENTIX has a 1.29% expense ratio, which is higher than UCEQX's 0.09% expense ratio.
Dividends
ENTIX vs. UCEQX - Dividend Comparison
ENTIX's dividend yield for the trailing twelve months is around 0.05%, less than UCEQX's 4.44% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ENTIX ERShares Global Entrepreneurs™ | 0.05% | 0.04% | 0.61% | 0.07% | 0.00% | 29.89% | 10.55% | 3.00% | 2.92% | 8.18% | 0.00% | 0.37% |
UCEQX USAA Cornerstone Equity Fund | 4.44% | 5.08% | 2.56% | 5.10% | 6.80% | 4.61% | 8.25% | 4.79% | 6.73% | 1.91% | 3.16% | 3.63% |
Frequently Asked Questions
ENTIX and UCEQX have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ENTIX has higher volatility (4.27%) compared to UCEQX (3.35%). In terms of maximum drawdown, ENTIX dropped -54.84% vs UCEQX's -35.33%.
UCEQX currently has the higher Sharpe Ratio (1.98 vs -0.26), 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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