Correlation
The correlation between URSIX and VOO is 0.94, 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.
URSIX vs. VOO
Compare and contrast key facts about USAA Target Retirement 2060 Fund (URSIX) and Vanguard S&P 500 ETF (VOO).
URSIX is managed by Victory Capital. It was launched on Jul 11, 2013. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: URSIX or VOO.
Performance
URSIX vs. VOO - Performance Comparison
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Key characteristics
URSIX:
0.76
VOO:
0.74
URSIX:
1.04
VOO:
1.04
URSIX:
1.15
VOO:
1.15
URSIX:
0.72
VOO:
0.68
URSIX:
3.22
VOO:
2.58
URSIX:
3.23%
VOO:
4.93%
URSIX:
15.25%
VOO:
19.54%
URSIX:
-30.33%
VOO:
-33.99%
URSIX:
-0.27%
VOO:
-3.55%
Returns By Period
In the year-to-date period, URSIX achieves a 5.40% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, URSIX has underperformed VOO with an annualized return of 7.39%, while VOO has yielded a comparatively higher 12.81% annualized return.
URSIX
5.40%
4.80%
1.93%
10.63%
10.10%
11.20%
7.39%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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URSIX vs. VOO - Expense Ratio Comparison
URSIX has a 0.10% expense ratio, which is higher than VOO'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%.
Risk-Adjusted Performance
URSIX vs. VOO — Risk-Adjusted Performance Rank
URSIX
VOO
URSIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Target Retirement 2060 Fund (URSIX) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
URSIX vs. VOO - Dividend Comparison
URSIX's dividend yield for the trailing twelve months is around 2.62%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
URSIX USAA Target Retirement 2060 Fund | 2.62% | 2.76% | 2.89% | 10.97% | 7.07% | 4.78% | 5.88% | 4.77% | 3.82% | 3.01% | 1.73% | 2.18% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
URSIX vs. VOO - Drawdown Comparison
The maximum URSIX drawdown since its inception was -30.33%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for URSIX and VOO.
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Volatility
URSIX vs. VOO - Volatility Comparison
The current volatility for USAA Target Retirement 2060 Fund (URSIX) is 3.14%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that URSIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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