USAGX vs. IWDA.L
Compare and contrast key facts about USAA Precious Metals and Minerals Fund (USAGX) and iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.L).
USAGX is managed by Victory Capital. It was launched on Aug 14, 1984. IWDA.L is a passively managed fund by iShares that tracks the performance of the MSCI World Index. It was launched on Sep 25, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USAGX or IWDA.L.
Correlation
The correlation between USAGX and IWDA.L is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
USAGX vs. IWDA.L - Performance Comparison
Key characteristics
USAGX:
0.98
IWDA.L:
1.56
USAGX:
1.43
IWDA.L:
2.19
USAGX:
1.18
IWDA.L:
1.28
USAGX:
0.41
IWDA.L:
2.42
USAGX:
3.27
IWDA.L:
9.32
USAGX:
8.37%
IWDA.L:
1.96%
USAGX:
27.82%
IWDA.L:
11.66%
USAGX:
-83.53%
IWDA.L:
-34.11%
USAGX:
-53.07%
IWDA.L:
-4.57%
Returns By Period
In the year-to-date period, USAGX achieves a 7.01% return, which is significantly higher than IWDA.L's -1.38% return. Over the past 10 years, USAGX has underperformed IWDA.L with an annualized return of 4.67%, while IWDA.L has yielded a comparatively higher 10.21% annualized return.
USAGX
7.01%
-2.33%
-4.00%
24.54%
5.19%
4.67%
IWDA.L
-1.38%
-3.60%
1.77%
17.90%
10.67%
10.21%
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USAGX vs. IWDA.L - Expense Ratio Comparison
USAGX has a 1.12% expense ratio, which is higher than IWDA.L's 0.20% expense ratio.
Risk-Adjusted Performance
USAGX vs. IWDA.L — Risk-Adjusted Performance Rank
USAGX
IWDA.L
USAGX vs. IWDA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Precious Metals and Minerals Fund (USAGX) and iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.L). 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. IWDA.L - Dividend Comparison
Neither USAGX nor IWDA.L has paid dividends to shareholders.
| 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% |
IWDA.L iShares Core MSCI World UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
USAGX vs. IWDA.L - Drawdown Comparison
The maximum USAGX drawdown since its inception was -83.53%, which is greater than IWDA.L's maximum drawdown of -34.11%. Use the drawdown chart below to compare losses from any high point for USAGX and IWDA.L. For additional features, visit the drawdowns tool.
Volatility
USAGX vs. IWDA.L - Volatility Comparison
USAA Precious Metals and Minerals Fund (USAGX) has a higher volatility of 7.71% compared to iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.L) at 4.01%. This indicates that USAGX's price experiences larger fluctuations and is considered to be riskier than IWDA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.