USAUX vs. QYLD
Compare and contrast key facts about USAA Aggressive Growth Fund (USAUX) and Global X NASDAQ 100 Covered Call ETF (QYLD).
USAUX is managed by Victory Capital. It was launched on Oct 19, 1981. QYLD is a passively managed fund by Global X that tracks the performance of the CBOE NASDAQ-100 Buy Write V2. It was launched on Dec 12, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USAUX or QYLD.
Correlation
The correlation between USAUX and QYLD is 0.81, 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. QYLD - Performance Comparison
Key characteristics
USAUX:
0.93
QYLD:
1.90
USAUX:
1.34
QYLD:
2.59
USAUX:
1.18
QYLD:
1.44
USAUX:
1.06
QYLD:
2.62
USAUX:
4.36
QYLD:
13.91
USAUX:
4.32%
QYLD:
1.46%
USAUX:
20.10%
QYLD:
10.72%
USAUX:
-75.97%
QYLD:
-24.75%
USAUX:
-5.59%
QYLD:
0.00%
Returns By Period
In the year-to-date period, USAUX achieves a 2.75% return, which is significantly lower than QYLD's 4.51% return. Over the past 10 years, USAUX has underperformed QYLD with an annualized return of 5.52%, while QYLD has yielded a comparatively higher 8.98% annualized return.
USAUX
2.75%
-0.87%
7.34%
21.72%
11.06%
5.52%
QYLD
4.51%
2.11%
12.72%
21.07%
8.00%
8.98%
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USAUX vs. QYLD - Expense Ratio Comparison
USAUX has a 0.63% expense ratio, which is higher than QYLD's 0.60% expense ratio.
Risk-Adjusted Performance
USAUX vs. QYLD — Risk-Adjusted Performance Rank
USAUX
QYLD
USAUX vs. QYLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Aggressive Growth Fund (USAUX) and Global X NASDAQ 100 Covered Call ETF (QYLD). 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. QYLD - Dividend Comparison
USAUX has not paid dividends to shareholders, while QYLD's dividend yield for the trailing twelve months is around 11.19%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USAUX USAA Aggressive Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.11% | 0.20% | 0.44% | 0.91% | 0.85% | 2.01% |
QYLD Global X NASDAQ 100 Covered Call ETF | 11.19% | 12.50% | 11.78% | 13.75% | 12.85% | 11.16% | 9.84% | 12.44% | 7.69% | 9.15% | 9.42% | 10.74% |
Drawdowns
USAUX vs. QYLD - Drawdown Comparison
The maximum USAUX drawdown since its inception was -75.97%, which is greater than QYLD's maximum drawdown of -24.75%. Use the drawdown chart below to compare losses from any high point for USAUX and QYLD. For additional features, visit the drawdowns tool.
Volatility
USAUX vs. QYLD - Volatility Comparison
USAA Aggressive Growth Fund (USAUX) has a higher volatility of 6.47% compared to Global X NASDAQ 100 Covered Call ETF (QYLD) at 2.25%. This indicates that USAUX's price experiences larger fluctuations and is considered to be riskier than QYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.