USAUX vs. NVDY
Compare and contrast key facts about USAA Aggressive Growth Fund (USAUX) and YieldMax NVDA Option Income Strategy ETF (NVDY).
USAUX is managed by Victory Capital. It was launched on Oct 19, 1981. NVDY is an actively managed fund by YieldMax. It was launched on May 10, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USAUX or NVDY.
Key characteristics
| USAUX | NVDY | |
|---|---|---|
| YTD Return | 34.08% | 117.84% |
| 1Y Return | 47.55% | 136.80% |
| Sharpe Ratio | 2.47 | 3.25 |
| Sortino Ratio | 3.19 | 3.59 |
| Omega Ratio | 1.45 | 1.51 |
| Calmar Ratio | 1.55 | 6.47 |
| Martin Ratio | 13.06 | 21.44 |
| Ulcer Index | 3.55% | 6.39% |
| Daily Std Dev | 18.80% | 42.20% |
| Max Drawdown | -75.97% | -21.19% |
| Current Drawdown | 0.00% | -1.93% |
Correlation
The correlation between USAUX and NVDY is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
USAUX vs. NVDY - Performance Comparison
In the year-to-date period, USAUX achieves a 34.08% return, which is significantly lower than NVDY's 117.84% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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USAUX vs. NVDY - Expense Ratio Comparison
USAUX has a 0.63% expense ratio, which is lower than NVDY's 0.99% expense ratio.
Risk-Adjusted Performance
USAUX vs. NVDY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Aggressive Growth Fund (USAUX) and YieldMax NVDA Option Income Strategy ETF (NVDY). 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
USAUX vs. NVDY - Dividend Comparison
USAUX has not paid dividends to shareholders, while NVDY's dividend yield for the trailing twelve months is around 68.93%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USAUX USAA Aggressive Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.11% | 0.20% | 0.44% | 0.91% | 0.85% | 2.01% | 2.22% |
NVDY YieldMax NVDA Option Income Strategy ETF | 68.93% | 22.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
USAUX vs. NVDY - Drawdown Comparison
The maximum USAUX drawdown since its inception was -75.97%, which is greater than NVDY's maximum drawdown of -21.19%. Use the drawdown chart below to compare losses from any high point for USAUX and NVDY. For additional features, visit the drawdowns tool.
Volatility
USAUX vs. NVDY - Volatility Comparison
The current volatility for USAA Aggressive Growth Fund (USAUX) is 5.53%, while YieldMax NVDA Option Income Strategy ETF (NVDY) has a volatility of 9.31%. This indicates that USAUX experiences smaller price fluctuations and is considered to be less risky than NVDY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.