USAIX vs. VOO
Compare and contrast key facts about USAA Income Fund (USAIX) and Vanguard S&P 500 ETF (VOO).
USAIX is managed by Victory Capital. It was launched on Mar 4, 1974. 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: USAIX or VOO.
Correlation
The correlation between USAIX and VOO is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
USAIX vs. VOO - Performance Comparison
Key characteristics
USAIX:
1.06
VOO:
0.77
USAIX:
1.57
VOO:
1.09
USAIX:
1.19
VOO:
1.14
USAIX:
0.43
VOO:
1.03
USAIX:
3.09
VOO:
4.05
USAIX:
1.65%
VOO:
2.56%
USAIX:
4.79%
VOO:
13.57%
USAIX:
-19.74%
VOO:
-33.99%
USAIX:
-5.22%
VOO:
-8.20%
Returns By Period
In the year-to-date period, USAIX achieves a 2.18% return, which is significantly higher than VOO's -3.96% return. Over the past 10 years, USAIX has underperformed VOO with an annualized return of 2.06%, while VOO has yielded a comparatively higher 12.52% annualized return.
USAIX
2.18%
1.28%
-0.41%
5.46%
0.54%
2.06%
VOO
-3.96%
-6.73%
0.81%
10.77%
17.63%
12.52%
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USAIX vs. VOO - Expense Ratio Comparison
USAIX has a 0.44% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
USAIX vs. VOO — Risk-Adjusted Performance Rank
USAIX
VOO
USAIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Income Fund (USAIX) 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
USAIX vs. VOO - Dividend Comparison
USAIX's dividend yield for the trailing twelve months is around 3.89%, more than VOO's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USAIX USAA Income Fund | 3.89% | 4.02% | 3.70% | 3.48% | 2.80% | 2.91% | 3.32% | 3.46% | 3.32% | 3.52% | 3.65% | 3.73% |
VOO Vanguard S&P 500 ETF | 1.30% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
USAIX vs. VOO - Drawdown Comparison
The maximum USAIX drawdown since its inception was -19.74%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for USAIX and VOO. For additional features, visit the drawdowns tool.
Volatility
USAIX vs. VOO - Volatility Comparison
The current volatility for USAA Income Fund (USAIX) is 1.31%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.69%. This indicates that USAIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.