USAUX vs. SWPPX
Compare and contrast key facts about USAA Aggressive Growth Fund (USAUX) and Schwab S&P 500 Index Fund (SWPPX).
USAUX is managed by Victory. It was launched on Oct 19, 1981. SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
USAUX vs. SWPPX - Performance Comparison
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USAUX vs. SWPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USAUX USAA Aggressive Growth Fund | -9.21% | 16.98% | 33.63% | 48.36% | -35.30% | 16.68% | 41.82% | 23.23% | -0.75% | 30.12% |
SWPPX Schwab S&P 500 Index Fund | -4.39% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -4.47% | 21.81% |
Returns By Period
In the year-to-date period, USAUX achieves a -9.21% return, which is significantly lower than SWPPX's -4.39% return. Both investments have delivered pretty close results over the past 10 years, with USAUX having a 13.97% annualized return and SWPPX not far ahead at 14.04%.
USAUX
- 1D
- 3.94%
- 1M
- -5.73%
- YTD
- -9.21%
- 6M
- -9.92%
- 1Y
- 18.30%
- 3Y*
- 21.65%
- 5Y*
- 9.48%
- 10Y*
- 13.97%
SWPPX
- 1D
- 2.88%
- 1M
- -5.04%
- YTD
- -4.39%
- 6M
- -2.17%
- 1Y
- 17.28%
- 3Y*
- 18.27%
- 5Y*
- 11.76%
- 10Y*
- 14.04%
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USAUX vs. SWPPX - Expense Ratio Comparison
USAUX has a 0.63% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Return for Risk
USAUX vs. SWPPX — Risk / Return Rank
USAUX
SWPPX
USAUX vs. SWPPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Aggressive Growth Fund (USAUX) and Schwab S&P 500 Index Fund (SWPPX). 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.
| USAUX | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.97 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.49 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 1.52 | -0.39 |
Martin ratioReturn relative to average drawdown | 3.76 | 7.29 | -3.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| USAUX | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.97 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.70 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.77 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.48 | -0.07 |
Correlation
The correlation between USAUX and SWPPX is 0.88, 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.
Dividends
USAUX vs. SWPPX - Dividend Comparison
USAUX's dividend yield for the trailing twelve months is around 4.88%, more than SWPPX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USAUX USAA Aggressive Growth Fund | 4.88% | 4.43% | 5.15% | 0.00% | 2.37% | 11.36% | 0.18% | 20.25% | 18.58% | 9.19% | 7.42% | 6.80% |
SWPPX Schwab S&P 500 Index Fund | 1.16% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
Drawdowns
USAUX vs. SWPPX - Drawdown Comparison
The maximum USAUX drawdown since its inception was -76.19%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for USAUX and SWPPX.
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Drawdown Indicators
| USAUX | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.19% | -55.06% | -21.13% |
Max Drawdown (1Y)Largest decline over 1 year | -17.09% | -12.10% | -4.99% |
Max Drawdown (5Y)Largest decline over 5 years | -43.84% | -24.51% | -19.33% |
Max Drawdown (10Y)Largest decline over 10 years | -43.84% | -33.80% | -10.04% |
Current DrawdownCurrent decline from peak | -13.82% | -6.26% | -7.56% |
Average DrawdownAverage peak-to-trough decline | -26.80% | -10.00% | -16.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.11% | 2.52% | +2.59% |
Volatility
USAUX vs. SWPPX - Volatility Comparison
USAA Aggressive Growth Fund (USAUX) has a higher volatility of 7.08% compared to Schwab S&P 500 Index Fund (SWPPX) at 5.36%. This indicates that USAUX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USAUX | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.08% | 5.36% | +1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 13.11% | 9.55% | +3.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.03% | 18.32% | +4.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.49% | 16.94% | +7.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.81% | 18.21% | +4.60% |