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. It was launched on Jun 7, 2012. PEY is a passively managed fund by Invesco that tracks the performance of the NASDAQ US Dividend Achievers 50 Index. It was launched on Dec 9, 2004.
Performance
UCAGX vs. PEY - Performance Comparison
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UCAGX vs. PEY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UCAGX USAA Cornerstone Aggressive Fund | -2.91% | 19.22% | 10.43% | 14.37% | -13.55% | 16.23% | 9.48% | 19.96% | -9.34% | 17.91% |
PEY Invesco High Yield Equity Dividend Achievers™ ETF | 6.22% | 0.56% | 5.25% | 7.29% | 2.45% | 26.15% | -3.85% | 24.76% | -7.49% | 8.78% |
Returns By Period
In the year-to-date period, UCAGX achieves a -2.91% return, which is significantly lower than PEY's 6.22% return. Over the past 10 years, UCAGX has underperformed PEY with an annualized return of 8.13%, while PEY has yielded a comparatively higher 8.66% annualized return.
UCAGX
- 1D
- -0.27%
- 1M
- -7.38%
- YTD
- -2.91%
- 6M
- -0.07%
- 1Y
- 15.83%
- 3Y*
- 11.94%
- 5Y*
- 6.97%
- 10Y*
- 8.13%
PEY
- 1D
- 0.84%
- 1M
- -1.27%
- YTD
- 6.22%
- 6M
- 4.11%
- 1Y
- 4.68%
- 3Y*
- 7.44%
- 5Y*
- 5.66%
- 10Y*
- 8.66%
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UCAGX vs. PEY - Expense Ratio Comparison
UCAGX has a 1.24% expense ratio, which is higher than PEY's 0.54% expense ratio.
Return for Risk
UCAGX vs. PEY — Risk / Return Rank
UCAGX
PEY
UCAGX vs. PEY - Risk-Adjusted Trends 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.
| UCAGX | PEY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 0.26 | +0.93 |
Sortino ratioReturn per unit of downside risk | 1.73 | 0.50 | +1.23 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.06 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.53 | 0.42 | +1.11 |
Martin ratioReturn relative to average drawdown | 7.05 | 1.25 | +5.80 |
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
| UCAGX | PEY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 0.26 | +0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.35 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.46 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.27 | +0.30 |
Correlation
The correlation between UCAGX and PEY is 0.72, 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
UCAGX vs. PEY - Dividend Comparison
UCAGX's dividend yield for the trailing twelve months is around 11.37%, more than PEY's 4.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UCAGX USAA Cornerstone Aggressive Fund | 11.37% | 11.04% | 8.14% | 1.96% | 4.79% | 8.52% | 1.89% | 2.03% | 5.99% | 6.74% | 1.48% | 2.20% |
PEY Invesco High Yield Equity Dividend Achievers™ ETF | 4.66% | 4.85% | 4.44% | 4.58% | 4.22% | 3.83% | 4.30% | 3.78% | 4.33% | 3.21% | 3.12% | 3.44% |
Drawdowns
UCAGX vs. PEY - Drawdown Comparison
The maximum UCAGX drawdown since its inception was -29.07%, smaller than the maximum PEY drawdown of -72.81%. Use the drawdown chart below to compare losses from any high point for UCAGX and PEY.
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Drawdown Indicators
| UCAGX | PEY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.07% | -72.81% | +43.74% |
Max Drawdown (1Y)Largest decline over 1 year | -9.52% | -13.28% | +3.76% |
Max Drawdown (5Y)Largest decline over 5 years | -25.37% | -17.90% | -7.47% |
Max Drawdown (10Y)Largest decline over 10 years | -29.07% | -41.55% | +12.48% |
Current DrawdownCurrent decline from peak | -8.02% | -3.40% | -4.62% |
Average DrawdownAverage peak-to-trough decline | -4.95% | -12.97% | +8.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.06% | 4.44% | -2.38% |
Volatility
UCAGX vs. PEY - Volatility Comparison
USAA Cornerstone Aggressive Fund (UCAGX) has a higher volatility of 4.39% compared to Invesco High Yield Equity Dividend Achievers™ ETF (PEY) at 3.26%. This indicates that UCAGX's price experiences larger fluctuations and is considered to be riskier than PEY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UCAGX | PEY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.39% | 3.26% | +1.13% |
Volatility (6M)Calculated over the trailing 6-month period | 8.02% | 9.87% | -1.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.39% | 17.86% | -4.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.02% | 16.38% | -2.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.11% | 18.90% | -4.79% |