USAUX vs. SPY
Compare and contrast key facts about USAA Aggressive Growth Fund (USAUX) and SPDR S&P 500 ETF (SPY).
USAUX is managed by Victory Capital. It was launched on Oct 19, 1981. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USAUX or SPY.
Correlation
The correlation between USAUX and SPY is 0.83, 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. SPY - Performance Comparison
Key characteristics
USAUX:
1.06
SPY:
1.97
USAUX:
1.49
SPY:
2.64
USAUX:
1.20
SPY:
1.36
USAUX:
1.20
SPY:
2.97
USAUX:
4.98
SPY:
12.34
USAUX:
4.29%
SPY:
2.03%
USAUX:
20.14%
SPY:
12.68%
USAUX:
-75.97%
SPY:
-55.19%
USAUX:
-4.60%
SPY:
-0.01%
Returns By Period
In the year-to-date period, USAUX achieves a 3.83% return, which is significantly lower than SPY's 4.03% return. Over the past 10 years, USAUX has underperformed SPY with an annualized return of 5.74%, while SPY has yielded a comparatively higher 13.24% annualized return.
USAUX
3.83%
1.52%
8.73%
20.04%
10.85%
5.74%
SPY
4.03%
2.03%
10.70%
23.63%
14.37%
13.24%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
USAUX vs. SPY - Expense Ratio Comparison
USAUX has a 0.63% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
USAUX vs. SPY — Risk-Adjusted Performance Rank
USAUX
SPY
USAUX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Aggressive Growth Fund (USAUX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
USAUX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.16%.
| 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% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
USAUX vs. SPY - Drawdown Comparison
The maximum USAUX drawdown since its inception was -75.97%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for USAUX and SPY. For additional features, visit the drawdowns tool.
Volatility
USAUX vs. SPY - Volatility Comparison
USAA Aggressive Growth Fund (USAUX) has a higher volatility of 6.64% compared to SPDR S&P 500 ETF (SPY) at 3.15%. This indicates that USAUX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.