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 0.78, 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
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Key characteristics
USAUX:
0.45
QYLD:
0.30
USAUX:
0.77
QYLD:
0.59
USAUX:
1.11
QYLD:
1.10
USAUX:
0.44
QYLD:
0.32
USAUX:
1.30
QYLD:
1.14
USAUX:
8.91%
QYLD:
5.34%
USAUX:
26.94%
QYLD:
19.08%
USAUX:
-75.97%
QYLD:
-24.75%
USAUX:
-6.44%
QYLD:
-10.11%
Returns By Period
In the year-to-date period, USAUX achieves a 1.82% return, which is significantly higher than QYLD's -6.05% return. Over the past 10 years, USAUX has underperformed QYLD with an annualized return of 5.31%, while QYLD has yielded a comparatively higher 7.63% annualized return.
USAUX
1.82%
19.38%
-2.08%
11.36%
21.37%
10.93%
5.31%
QYLD
-6.05%
3.84%
-3.32%
5.68%
10.23%
7.94%
7.63%
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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.
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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 13.85%.
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 | 13.85% | 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.
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Volatility
USAUX vs. QYLD - Volatility Comparison
USAA Aggressive Growth Fund (USAUX) has a higher volatility of 6.86% compared to Global X NASDAQ 100 Covered Call ETF (QYLD) at 1.85%. 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.
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