Correlation
The correlation between USAAX and VOO is 0.93, 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.
USAAX vs. VOO
Compare and contrast key facts about USAA Growth Fund (USAAX) and Vanguard S&P 500 ETF (VOO).
USAAX is managed by Victory Capital. It was launched on Apr 5, 1971. 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: USAAX or VOO.
Performance
USAAX vs. VOO - Performance Comparison
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Key characteristics
USAAX:
0.65
VOO:
0.74
USAAX:
0.98
VOO:
1.04
USAAX:
1.14
VOO:
1.15
USAAX:
0.54
VOO:
0.68
USAAX:
1.44
VOO:
2.58
USAAX:
11.24%
VOO:
4.93%
USAAX:
28.83%
VOO:
19.54%
USAAX:
-67.51%
VOO:
-33.99%
USAAX:
-11.97%
VOO:
-3.55%
Returns By Period
In the year-to-date period, USAAX achieves a 0.44% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, USAAX has outperformed VOO with an annualized return of 13.69%, while VOO has yielded a comparatively lower 12.81% annualized return.
USAAX
0.44%
9.72%
0.59%
18.56%
21.67%
14.90%
13.69%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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USAAX vs. VOO - Expense Ratio Comparison
USAAX has a 0.84% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
USAAX vs. VOO — Risk-Adjusted Performance Rank
USAAX
VOO
USAAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Growth Fund (USAAX) 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
USAAX vs. VOO - Dividend Comparison
USAAX's dividend yield for the trailing twelve months is around 10.42%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USAAX USAA Growth Fund | 10.42% | 10.47% | 6.54% | 6.98% | 10.34% | 4.33% | 26.15% | 13.67% | 2.47% | 5.27% | 6.92% | 7.07% |
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
USAAX vs. VOO - Drawdown Comparison
The maximum USAAX drawdown since its inception was -67.51%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for USAAX and VOO.
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Volatility
USAAX vs. VOO - Volatility Comparison
USAA Growth Fund (USAAX) has a higher volatility of 5.85% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that USAAX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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