IUSV vs. USAUX
IUSV (iShares Core S&P U.S. Value ETF) and USAUX (USAA Aggressive Growth Fund) are both funds - IUSV is a Large Cap Value Equities fund tracking the S&P 900 Value Index, while USAUX is a Large Cap Growth Equities fund managed by Victory. Over the past 10 years, IUSV returned 11.73%/yr vs 15.46%/yr for USAUX. A 0.75 correlation means they provide meaningful diversification when combined. IUSV charges 0.04%/yr vs 0.63%/yr for USAUX.
Performance
IUSV vs. USAUX - Performance Comparison
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Returns By Period
In the year-to-date period, IUSV achieves a 9.97% return, which is significantly higher than USAUX's 6.43% return. Over the past 10 years, IUSV has underperformed USAUX with an annualized return of 11.73%, while USAUX has yielded a comparatively higher 15.46% annualized return.
IUSV
- 1D
- 0.15%
- 1M
- 1.31%
- 6M
- 7.21%
- YTD
- 9.97%
- 1Y
- 18.63%
- 3Y*
- 14.24%
- 5Y*
- 11.41%
- 10Y*
- 11.73%
USAUX
- 1D
- 0.44%
- 1M
- 2.57%
- 6M
- 5.30%
- YTD
- 6.43%
- 1Y
- 14.91%
- 3Y*
- 22.95%
- 5Y*
- 10.36%
- 10Y*
- 15.46%
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 | 9.97% | 12.85% | 12.18% | 21.73% | -5.40% | 25.22% | 1.56% | 31.47% | -9.21% | 15.09% |
USAUX USAA Aggressive Growth Fund | 6.43% | 16.98% | 33.63% | 48.36% | -35.30% | 16.68% | 41.82% | 23.23% | -0.75% | 30.12% |
Correlation
The correlation between IUSV and USAUX is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.64 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Aug 4, 2000 | 0.75 |
Over the past year, the correlation between IUSV and USAUX has dropped to 0.48 - well below their long-term average of 0.75, suggesting their price drivers have been diverging.
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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.
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.
| IUSV | USAUX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.02 | ||
| Sortino ratioReturn per unit of downside risk | +1.38 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.16 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 2.94 | 0.85 | +2.09 |
| Martin ratioReturn relative to average drawdown | 11.19 | 2.61 | +8.58 |
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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 | -6.36% | -17.09% | +10.73% |
Max Drawdown (3Y)Largest decline over 3 years | -17.76% | -25.97% | +8.21% |
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 | -0.02% | -3.34% | +3.32% |
Average DrawdownAverage peak-to-trough decline | -6.27% | -26.66% | +20.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.67% | 5.58% | -3.91% |
Volatility
IUSV vs. USAUX - Volatility Comparison
The current volatility for iShares Core S&P U.S. Value ETF (IUSV) is 2.58%, while USAA Aggressive Growth Fund (USAUX) has a volatility of 5.97%. 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 | 2.58% | 5.97% | -3.39% |
Volatility (6M)Calculated over the trailing 6-month period | 7.29% | 13.47% | -6.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.03% | 17.21% | -7.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.50% | 24.55% | -10.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.98% | 22.89% | -5.91% |
IUSV vs. USAUX - Expense Ratio Comparison
IUSV has a 0.04% expense ratio, which is lower than USAUX's 0.63% expense ratio.
Dividends
IUSV vs. USAUX - Dividend Comparison
IUSV's dividend yield for the trailing twelve months is around 1.67%, less than USAUX's 4.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSV iShares Core S&P U.S. Value ETF | 1.67% | 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 | 4.16% | 4.43% | 5.15% | 0.00% | 2.37% | 11.36% | 0.18% | 20.25% | 18.58% | 9.19% | 7.42% | 6.80% |
Frequently Asked Questions
IUSV and USAUX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
USAUX has higher volatility (5.97%) compared to IUSV (2.58%). In terms of maximum drawdown, IUSV dropped -56.88% vs USAUX's -76.19%.
IUSV currently has the higher Sharpe Ratio (1.87 vs 0.85), 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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