UCAGX vs. SCHG
Compare and contrast key facts about USAA Cornerstone Aggressive Fund (UCAGX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
UCAGX is managed by Victory Capital. It was launched on Jun 7, 2012. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UCAGX or SCHG.
Correlation
The correlation between UCAGX and SCHG is 0.85, 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. SCHG - Performance Comparison
Key characteristics
UCAGX:
0.53
SCHG:
1.63
UCAGX:
0.72
SCHG:
2.18
UCAGX:
1.11
SCHG:
1.29
UCAGX:
0.60
SCHG:
2.36
UCAGX:
1.71
SCHG:
8.91
UCAGX:
3.58%
SCHG:
3.27%
UCAGX:
11.66%
SCHG:
17.93%
UCAGX:
-29.07%
SCHG:
-34.59%
UCAGX:
-5.49%
SCHG:
-0.65%
Returns By Period
In the year-to-date period, UCAGX achieves a 4.26% return, which is significantly higher than SCHG's 3.73% return. Over the past 10 years, UCAGX has underperformed SCHG with an annualized return of 3.30%, while SCHG has yielded a comparatively higher 16.51% annualized return.
UCAGX
4.26%
2.73%
-2.72%
6.42%
3.91%
3.30%
SCHG
3.73%
2.19%
13.00%
31.53%
18.91%
16.51%
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UCAGX vs. SCHG - Expense Ratio Comparison
UCAGX has a 1.24% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
UCAGX vs. SCHG — Risk-Adjusted Performance Rank
UCAGX
SCHG
UCAGX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Cornerstone Aggressive Fund (UCAGX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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. SCHG - Dividend Comparison
UCAGX's dividend yield for the trailing twelve months is around 1.74%, more than SCHG's 0.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UCAGX USAA Cornerstone Aggressive Fund | 1.74% | 1.82% | 1.96% | 0.66% | 1.16% | 1.29% | 1.51% | 1.62% | 1.12% | 1.48% | 1.45% | 1.44% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
UCAGX vs. SCHG - Drawdown Comparison
The maximum UCAGX drawdown since its inception was -29.07%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for UCAGX and SCHG. For additional features, visit the drawdowns tool.
Volatility
UCAGX vs. SCHG - Volatility Comparison
The current volatility for USAA Cornerstone Aggressive Fund (UCAGX) is 2.51%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 4.99%. This indicates that UCAGX experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.