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:
2.03
VOO:
1.76
USAGX:
2.60
VOO:
2.37
USAGX:
1.33
VOO:
1.32
USAGX:
0.82
VOO:
2.66
USAGX:
6.59
VOO:
11.10
USAGX:
8.38%
VOO:
2.02%
USAGX:
27.19%
VOO:
12.79%
USAGX:
-83.53%
VOO:
-33.99%
USAGX:
-46.50%
VOO:
-2.11%
Returns By Period
In the year-to-date period, USAGX achieves a 21.99% return, which is significantly higher than VOO's 2.40% return. Over the past 10 years, USAGX has underperformed VOO with an annualized return of 7.23%, while VOO has yielded a comparatively higher 13.03% annualized return.
USAGX
21.99%
9.80%
7.44%
59.96%
6.44%
7.23%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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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 1.22%.
| 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 | 1.22% | 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 7.16% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. 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.