IUSV vs. USAUX
Compare and contrast key facts about iShares Core S&P U.S. Value ETF (IUSV) and USAA Aggressive Growth Fund (USAUX).
IUSV is a passively managed fund by iShares that tracks the performance of the S&P 900 Value Index. It was launched on Jul 24, 2000. USAUX is managed by Victory. It was launched on Oct 19, 1981.
Performance
IUSV vs. USAUX - Performance Comparison
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IUSV vs. USAUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSV iShares Core S&P U.S. Value ETF | 0.24% | 12.85% | 12.18% | 21.73% | -5.40% | 25.22% | 1.56% | 31.47% | -9.21% | 15.09% |
USAUX USAA Aggressive Growth Fund | -9.21% | 16.98% | 33.63% | 48.36% | -35.30% | 16.68% | 41.82% | 23.23% | -0.75% | 30.12% |
Returns By Period
In the year-to-date period, IUSV achieves a 0.24% return, which is significantly higher than USAUX's -9.21% return. Over the past 10 years, IUSV has underperformed USAUX with an annualized return of 11.61%, while USAUX has yielded a comparatively higher 13.97% annualized return.
IUSV
- 1D
- 0.14%
- 1M
- -4.43%
- YTD
- 0.24%
- 6M
- 3.09%
- 1Y
- 13.16%
- 3Y*
- 13.74%
- 5Y*
- 10.28%
- 10Y*
- 11.61%
USAUX
- 1D
- 3.94%
- 1M
- -5.73%
- YTD
- -9.21%
- 6M
- -9.92%
- 1Y
- 18.30%
- 3Y*
- 21.65%
- 5Y*
- 9.48%
- 10Y*
- 13.97%
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IUSV vs. USAUX - Expense Ratio Comparison
IUSV has a 0.04% expense ratio, which is lower than USAUX's 0.63% expense ratio.
Return for Risk
IUSV vs. USAUX — Risk / Return Rank
IUSV
USAUX
IUSV vs. USAUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P U.S. Value ETF (IUSV) and USAA Aggressive Growth Fund (USAUX). 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.
| IUSV | USAUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.84 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.36 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.19 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.13 | -0.05 |
Martin ratioReturn relative to average drawdown | 4.98 | 3.76 | +1.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IUSV | USAUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.84 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.39 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.61 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.42 | +0.17 |
Correlation
The correlation between IUSV and USAUX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IUSV vs. USAUX - Dividend Comparison
IUSV's dividend yield for the trailing twelve months is around 1.80%, less than USAUX's 4.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSV iShares Core S&P U.S. Value ETF | 1.80% | 1.78% | 2.15% | 1.75% | 2.22% | 1.87% | 2.40% | 2.19% | 2.67% | 1.93% | 4.44% | 7.63% |
USAUX USAA Aggressive Growth Fund | 4.88% | 4.43% | 5.15% | 0.00% | 2.37% | 11.36% | 0.18% | 20.25% | 18.58% | 9.19% | 7.42% | 6.80% |
Drawdowns
IUSV vs. USAUX - Drawdown Comparison
The maximum IUSV drawdown since its inception was -56.88%, smaller than the maximum USAUX drawdown of -76.19%. Use the drawdown chart below to compare losses from any high point for IUSV and USAUX.
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Drawdown Indicators
| IUSV | USAUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.88% | -76.19% | +19.31% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -17.09% | +4.96% |
Max Drawdown (5Y)Largest decline over 5 years | -17.95% | -43.84% | +25.89% |
Max Drawdown (10Y)Largest decline over 10 years | -37.54% | -43.84% | +6.30% |
Current DrawdownCurrent decline from peak | -4.51% | -13.82% | +9.31% |
Average DrawdownAverage peak-to-trough decline | -6.33% | -26.80% | +20.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 5.11% | -2.50% |
Volatility
IUSV vs. USAUX - Volatility Comparison
The current volatility for iShares Core S&P U.S. Value ETF (IUSV) is 3.86%, while USAA Aggressive Growth Fund (USAUX) has a volatility of 7.08%. This indicates that IUSV experiences smaller price fluctuations and is considered to be less risky than USAUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSV | USAUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 7.08% | -3.22% |
Volatility (6M)Calculated over the trailing 6-month period | 7.79% | 13.11% | -5.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.67% | 23.03% | -7.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.60% | 24.49% | -9.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.08% | 22.81% | -5.73% |