URINX vs. ITOT

In the year-to-date period, URINX achieves a 4.39% return, which is significantly higher than ITOT's 0.35% return. Over the past 10 years, URINX has underperformed ITOT with an annualized return of 4.46%, while ITOT has yielded a comparatively higher 12.20% annualized return.

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URINX has a 0.04% expense ratio, which is higher than ITOT's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for USAA Target Retirement Income Fund (URINX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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.

The current URINX Sharpe Ratio is 1.46, which is higher than the ITOT Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of URINX and ITOT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

URINX's dividend yield for the trailing twelve months is around 4.07%, more than ITOT's 1.26% yield.

The maximum URINX drawdown since its inception was -15.26%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for URINX and ITOT.

The current volatility for USAA Target Retirement Income Fund (URINX) is 1.38%, while iShares Core S&P Total U.S. Stock Market ETF (ITOT) has a volatility of 4.98%. This indicates that URINX experiences smaller price fluctuations and is considered to be less risky than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.