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.
Correlation
The correlation between USAAX and VOO is 0.92, 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
USAAX vs. VOO - Performance Comparison
Key characteristics
USAAX:
0.85
VOO:
1.98
USAAX:
1.17
VOO:
2.65
USAAX:
1.17
VOO:
1.36
USAAX:
0.86
VOO:
2.98
USAAX:
3.07
VOO:
12.44
USAAX:
5.51%
VOO:
2.02%
USAAX:
19.95%
VOO:
12.69%
USAAX:
-67.51%
VOO:
-33.99%
USAAX:
-9.53%
VOO:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with USAAX having a 3.94% return and VOO slightly higher at 4.06%. Over the past 10 years, USAAX has underperformed VOO with an annualized return of 5.04%, while VOO has yielded a comparatively higher 13.30% annualized return.
USAAX
3.94%
3.25%
4.57%
14.89%
7.21%
5.04%
VOO
4.06%
2.87%
10.75%
23.12%
14.36%
13.30%
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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.
Dividends
USAAX vs. VOO - Dividend Comparison
USAAX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.20%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USAAX USAA Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.30% | 0.36% | 0.17% | 0.22% | 0.45% | 1.17% |
VOO Vanguard S&P 500 ETF | 1.20% | 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. For additional features, visit the drawdowns tool.
Volatility
USAAX vs. VOO - Volatility Comparison
USAA Growth Fund (USAAX) has a higher volatility of 5.41% compared to Vanguard S&P 500 ETF (VOO) at 3.13%. 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.