UCAGX vs. VUG
Compare and contrast key facts about USAA Cornerstone Aggressive Fund (UCAGX) and Vanguard Growth ETF (VUG).
UCAGX is managed by Victory Capital. It was launched on Jun 7, 2012. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UCAGX or VUG.
Correlation
The correlation between UCAGX and VUG 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. VUG - Performance Comparison
Key characteristics
UCAGX:
0.33
VUG:
2.19
UCAGX:
0.48
VUG:
2.83
UCAGX:
1.08
VUG:
1.40
UCAGX:
0.32
VUG:
2.92
UCAGX:
1.78
VUG:
11.46
UCAGX:
2.26%
VUG:
3.31%
UCAGX:
12.04%
VUG:
17.30%
UCAGX:
-29.07%
VUG:
-50.68%
UCAGX:
-9.86%
VUG:
-0.31%
Returns By Period
In the year-to-date period, UCAGX achieves a 3.56% return, which is significantly lower than VUG's 37.79% return. Over the past 10 years, UCAGX has underperformed VUG with an annualized return of 3.03%, while VUG has yielded a comparatively higher 16.07% annualized return.
UCAGX
3.56%
-8.53%
-4.49%
4.01%
3.00%
3.03%
VUG
37.79%
5.63%
14.12%
37.93%
19.21%
16.07%
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UCAGX vs. VUG - Expense Ratio Comparison
UCAGX has a 1.24% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
UCAGX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Cornerstone Aggressive Fund (UCAGX) and Vanguard Growth ETF (VUG). 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. VUG - Dividend Comparison
UCAGX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.45%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UCAGX USAA Cornerstone Aggressive Fund | 0.00% | 1.96% | 0.66% | 1.16% | 1.29% | 1.51% | 1.62% | 1.12% | 1.48% | 1.45% | 1.44% | 1.20% |
VUG Vanguard Growth ETF | 0.45% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
UCAGX vs. VUG - Drawdown Comparison
The maximum UCAGX drawdown since its inception was -29.07%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for UCAGX and VUG. For additional features, visit the drawdowns tool.
Volatility
UCAGX vs. VUG - Volatility Comparison
USAA Cornerstone Aggressive Fund (UCAGX) has a higher volatility of 7.64% compared to Vanguard Growth ETF (VUG) at 5.03%. This indicates that UCAGX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.