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. 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.
Performance
USAGX vs. GDXJ - Performance Comparison
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USAGX vs. GDXJ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USAGX USAA Precious Metals and Minerals Fund | 6.26% | 156.06% | 10.76% | 6.73% | -11.80% | -10.14% | 25.85% | 42.97% | -12.26% | 9.65% |
GDXJ VanEck Vectors Junior Gold Miners ETF | 10.08% | 172.28% | 15.67% | 7.12% | -14.53% | -21.25% | 30.40% | 40.44% | -11.02% | 8.22% |
Returns By Period
In the year-to-date period, USAGX achieves a 6.26% return, which is significantly lower than GDXJ's 10.08% return. Over the past 10 years, USAGX has underperformed GDXJ with an annualized return of 16.40%, while GDXJ has yielded a comparatively higher 17.88% annualized return.
USAGX
- 1D
- 6.75%
- 1M
- -20.36%
- YTD
- 6.26%
- 6M
- 20.15%
- 1Y
- 96.22%
- 3Y*
- 42.24%
- 5Y*
- 22.40%
- 10Y*
- 16.40%
GDXJ
- 1D
- 4.34%
- 1M
- -19.21%
- YTD
- 10.08%
- 6M
- 28.26%
- 1Y
- 125.16%
- 3Y*
- 49.66%
- 5Y*
- 23.75%
- 10Y*
- 17.88%
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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.
Return for Risk
USAGX vs. GDXJ — Risk / Return Rank
USAGX
GDXJ
USAGX vs. GDXJ - Risk-Adjusted Trends 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.
| USAGX | GDXJ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.27 | 2.47 | -0.21 |
Sortino ratioReturn per unit of downside risk | 2.50 | 2.63 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.38 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 3.28 | 3.77 | -0.49 |
Martin ratioReturn relative to average drawdown | 12.04 | 13.05 | -1.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| USAGX | GDXJ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.27 | 2.47 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.59 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.40 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.08 | +0.12 |
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.
Dividends
USAGX vs. GDXJ - Dividend Comparison
USAGX's dividend yield for the trailing twelve months is around 0.23%, less than GDXJ's 2.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USAGX USAA Precious Metals and Minerals Fund | 0.23% | 0.24% | 0.00% | 2.45% | 0.95% | 0.84% | 0.04% | 0.00% | 0.00% | 0.00% | 4.20% | 0.00% |
GDXJ VanEck Vectors Junior Gold Miners ETF | 2.12% | 2.33% | 2.61% | 0.72% | 0.51% | 1.78% | 1.58% | 0.39% | 0.45% | 0.03% | 4.78% | 0.72% |
Drawdowns
USAGX vs. GDXJ - Drawdown Comparison
The maximum USAGX drawdown since its inception was -80.89%, 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.
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Drawdown Indicators
| USAGX | GDXJ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.89% | -88.66% | +7.77% |
Max Drawdown (1Y)Largest decline over 1 year | -30.12% | -32.92% | +2.80% |
Max Drawdown (5Y)Largest decline over 5 years | -45.72% | -51.76% | +6.04% |
Max Drawdown (10Y)Largest decline over 10 years | -51.03% | -57.77% | +6.74% |
Current DrawdownCurrent decline from peak | -20.48% | -19.81% | -0.67% |
Average DrawdownAverage peak-to-trough decline | -43.17% | -60.90% | +17.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.19% | 9.51% | -1.32% |
Volatility
USAGX vs. GDXJ - Volatility Comparison
The current volatility for USAA Precious Metals and Minerals Fund (USAGX) is 17.28%, while VanEck Vectors Junior Gold Miners ETF (GDXJ) has a volatility of 19.46%. 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.
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Volatility by Period
| USAGX | GDXJ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.28% | 19.46% | -2.18% |
Volatility (6M)Calculated over the trailing 6-month period | 35.61% | 42.52% | -6.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.15% | 50.91% | -7.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.19% | 40.57% | -8.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.80% | 44.46% | -11.66% |