UCAGX vs. PEY
Compare and contrast key facts about USAA Cornerstone Aggressive Fund (UCAGX) and Invesco High Yield Equity Dividend Achievers™ ETF (PEY).
UCAGX is managed by Victory Capital. It was launched on Jun 7, 2012. PEY is a passively managed fund by Invesco that tracks the performance of the Dividend Achiever 50 Index. It was launched on Dec 9, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UCAGX or PEY.
Key characteristics
| UCAGX | PEY | |
|---|---|---|
| YTD Return | 13.14% | 8.89% |
| 1Y Return | 22.14% | 26.34% |
| 3Y Return (Ann) | 0.22% | 6.92% |
| 5Y Return (Ann) | 5.42% | 8.69% |
| 10Y Return (Ann) | 3.73% | 9.82% |
| Sharpe Ratio | 2.25 | 1.62 |
| Sortino Ratio | 3.18 | 2.44 |
| Omega Ratio | 1.41 | 1.29 |
| Calmar Ratio | 1.26 | 2.05 |
| Martin Ratio | 14.74 | 6.14 |
| Ulcer Index | 1.51% | 4.15% |
| Daily Std Dev | 9.89% | 15.68% |
| Max Drawdown | -29.07% | -72.82% |
| Current Drawdown | -1.45% | -0.76% |
Correlation
The correlation between UCAGX and PEY is 0.74, 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.
Performance
UCAGX vs. PEY - Performance Comparison
In the year-to-date period, UCAGX achieves a 13.14% return, which is significantly higher than PEY's 8.89% return. Over the past 10 years, UCAGX has underperformed PEY with an annualized return of 3.73%, while PEY has yielded a comparatively higher 9.82% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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UCAGX vs. PEY - Expense Ratio Comparison
UCAGX has a 1.24% expense ratio, which is higher than PEY's 0.53% expense ratio.
Risk-Adjusted Performance
UCAGX vs. PEY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Cornerstone Aggressive Fund (UCAGX) and Invesco High Yield Equity Dividend Achievers™ ETF (PEY). 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.
Dividends
UCAGX vs. PEY - Dividend Comparison
UCAGX's dividend yield for the trailing twelve months is around 1.73%, less than PEY's 4.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UCAGX USAA Cornerstone Aggressive Fund | 1.73% | 1.96% | 0.66% | 1.16% | 1.29% | 1.51% | 1.62% | 1.12% | 1.48% | 1.45% | 1.44% | 1.20% |
PEY Invesco High Yield Equity Dividend Achievers™ ETF | 4.59% | 4.58% | 4.21% | 3.82% | 4.30% | 3.79% | 4.34% | 3.22% | 3.12% | 3.44% | 3.24% | 3.27% |
Drawdowns
UCAGX vs. PEY - Drawdown Comparison
The maximum UCAGX drawdown since its inception was -29.07%, smaller than the maximum PEY drawdown of -72.82%. Use the drawdown chart below to compare losses from any high point for UCAGX and PEY. For additional features, visit the drawdowns tool.
Volatility
UCAGX vs. PEY - Volatility Comparison
The current volatility for USAA Cornerstone Aggressive Fund (UCAGX) is 2.72%, while Invesco High Yield Equity Dividend Achievers™ ETF (PEY) has a volatility of 5.11%. This indicates that UCAGX experiences smaller price fluctuations and is considered to be less risky than PEY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.