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. 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.
Performance
USAGX vs. VOO - Performance Comparison
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USAGX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, USAGX achieves a 6.26% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, USAGX has outperformed VOO with an annualized return of 16.40%, while VOO has yielded a comparatively lower 14.14% 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%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
USAGX vs. VOO — Risk / Return Rank
USAGX
VOO
USAGX vs. VOO - Risk-Adjusted Trends 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.
| USAGX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.27 | 1.01 | +1.26 |
Sortino ratioReturn per unit of downside risk | 2.50 | 1.53 | +0.97 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.23 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 3.28 | 1.55 | +1.72 |
Martin ratioReturn relative to average drawdown | 12.04 | 7.31 | +4.73 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.27 | 1.01 | +1.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.71 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.79 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.83 | -0.64 |
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.
Dividends
USAGX vs. VOO - Dividend Comparison
USAGX's dividend yield for the trailing twelve months is around 0.23%, less than VOO's 1.18% 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% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
USAGX vs. VOO - Drawdown Comparison
The maximum USAGX drawdown since its inception was -80.89%, 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.
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Drawdown Indicators
| USAGX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.89% | -33.99% | -46.90% |
Max Drawdown (1Y)Largest decline over 1 year | -30.12% | -11.98% | -18.14% |
Max Drawdown (5Y)Largest decline over 5 years | -45.72% | -24.52% | -21.20% |
Max Drawdown (10Y)Largest decline over 10 years | -51.03% | -33.99% | -17.04% |
Current DrawdownCurrent decline from peak | -20.48% | -5.55% | -14.93% |
Average DrawdownAverage peak-to-trough decline | -43.17% | -3.72% | -39.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.19% | 2.55% | +5.64% |
Volatility
USAGX vs. VOO - Volatility Comparison
USAA Precious Metals and Minerals Fund (USAGX) has a higher volatility of 17.28% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. 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.
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Volatility by Period
| USAGX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.28% | 5.34% | +11.94% |
Volatility (6M)Calculated over the trailing 6-month period | 35.61% | 9.47% | +26.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.15% | 18.11% | +25.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.19% | 16.82% | +15.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.80% | 17.99% | +14.81% |