USAGX vs. GDXJ
Compare and contrast key facts about USAA Precious Metals and Minerals Fund (USAGX) and VanEck Vectors Junior Gold Miners ETF (GDXJ).
USAGX is managed by Victory Capital. It was launched on Aug 14, 1984. GDXJ is a passively managed fund by VanEck that tracks the performance of the MVIS Global Junior Gold Miners Index. It was launched on Nov 10, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USAGX or GDXJ.
Correlation
The correlation between USAGX and GDXJ 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.
Performance
USAGX vs. GDXJ - Performance Comparison
Key characteristics
USAGX:
0.98
GDXJ:
0.94
USAGX:
1.43
GDXJ:
1.45
USAGX:
1.18
GDXJ:
1.17
USAGX:
0.41
GDXJ:
0.44
USAGX:
3.27
GDXJ:
3.71
USAGX:
8.37%
GDXJ:
9.13%
USAGX:
27.82%
GDXJ:
36.01%
USAGX:
-83.53%
GDXJ:
-88.66%
USAGX:
-53.07%
GDXJ:
-65.23%
Returns By Period
The year-to-date returns for both investments are quite close, with USAGX having a 7.01% return and GDXJ slightly higher at 7.25%. Over the past 10 years, USAGX has underperformed GDXJ with an annualized return of 4.67%, while GDXJ has yielded a comparatively higher 6.23% annualized return.
USAGX
7.01%
-2.33%
-4.00%
24.54%
5.19%
4.67%
GDXJ
7.25%
0.05%
-4.19%
29.35%
3.76%
6.23%
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USAGX vs. GDXJ - Expense Ratio Comparison
USAGX has a 1.12% expense ratio, which is higher than GDXJ's 0.54% expense ratio.
Risk-Adjusted Performance
USAGX vs. GDXJ — Risk-Adjusted Performance Rank
USAGX
GDXJ
USAGX vs. GDXJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Precious Metals and Minerals Fund (USAGX) and VanEck Vectors Junior Gold Miners ETF (GDXJ). 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
USAGX vs. GDXJ - Dividend Comparison
USAGX has not paid dividends to shareholders, while GDXJ's dividend yield for the trailing twelve months is around 2.43%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USAGX USAA Precious Metals and Minerals Fund | 0.00% | 0.00% | 2.45% | 0.95% | 0.84% | 0.04% | 0.00% | 0.00% | 0.00% | 4.20% | 0.00% | 1.37% |
GDXJ VanEck Vectors Junior Gold Miners ETF | 2.43% | 2.61% | 0.72% | 0.51% | 1.78% | 1.58% | 0.39% | 0.45% | 0.03% | 4.78% | 0.72% | 0.74% |
Drawdowns
USAGX vs. GDXJ - Drawdown Comparison
The maximum USAGX drawdown since its inception was -83.53%, smaller than the maximum GDXJ drawdown of -88.66%. Use the drawdown chart below to compare losses from any high point for USAGX and GDXJ. For additional features, visit the drawdowns tool.
Volatility
USAGX vs. GDXJ - Volatility Comparison
The current volatility for USAA Precious Metals and Minerals Fund (USAGX) is 8.11%, while VanEck Vectors Junior Gold Miners ETF (GDXJ) has a volatility of 10.79%. This indicates that USAGX experiences smaller price fluctuations and is considered to be less risky than GDXJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.