USAGX vs. VOO
Compare and contrast key facts about USAA Precious Metals and Minerals Fund (USAGX) and Vanguard S&P 500 ETF (VOO).
USAGX is managed by Victory Capital. It was launched on Aug 14, 1984. 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: USAGX or VOO.
Correlation
The correlation between USAGX and VOO is 0.21, 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. VOO - Performance Comparison
Key characteristics
USAGX:
0.98
VOO:
1.88
USAGX:
1.43
VOO:
2.52
USAGX:
1.18
VOO:
1.35
USAGX:
0.41
VOO:
2.83
USAGX:
3.27
VOO:
11.96
USAGX:
8.37%
VOO:
2.00%
USAGX:
27.82%
VOO:
12.70%
USAGX:
-83.53%
VOO:
-33.99%
USAGX:
-53.07%
VOO:
-3.91%
Returns By Period
In the year-to-date period, USAGX achieves a 7.01% return, which is significantly higher than VOO's -0.66% return. Over the past 10 years, USAGX has underperformed VOO with an annualized return of 4.67%, while VOO has yielded a comparatively higher 13.26% annualized return.
USAGX
7.01%
-2.33%
-4.00%
24.54%
5.19%
4.67%
VOO
-0.66%
-3.35%
3.78%
23.82%
13.79%
13.26%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
USAGX vs. VOO - Expense Ratio Comparison
USAGX has a 1.12% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
USAGX vs. VOO — Risk-Adjusted Performance Rank
USAGX
VOO
USAGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Precious Metals and Minerals Fund (USAGX) 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
USAGX vs. VOO - Dividend Comparison
USAGX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.25%.
| 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% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
USAGX vs. VOO - Drawdown Comparison
The maximum USAGX drawdown since its inception was -83.53%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for USAGX and VOO. For additional features, visit the drawdowns tool.
Volatility
USAGX vs. VOO - Volatility Comparison
USAA Precious Metals and Minerals Fund (USAGX) has a higher volatility of 8.11% compared to Vanguard S&P 500 ETF (VOO) at 4.56%. This indicates that USAGX'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.