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USAUX vs. VOO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between USAUX and VOO is 0.91, 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.


-0.50.00.51.0
Correlation: 0.9

Performance

USAUX vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in USAA Aggressive Growth Fund (USAUX) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

100.00%200.00%300.00%400.00%500.00%600.00%NovemberDecember2025FebruaryMarchApril
135.47%
557.08%
USAUX
VOO

Key characteristics

Sharpe Ratio

USAUX:

0.24

VOO:

0.54

Sortino Ratio

USAUX:

0.52

VOO:

0.88

Omega Ratio

USAUX:

1.07

VOO:

1.13

Calmar Ratio

USAUX:

0.24

VOO:

0.55

Martin Ratio

USAUX:

0.76

VOO:

2.27

Ulcer Index

USAUX:

8.40%

VOO:

4.55%

Daily Std Dev

USAUX:

26.76%

VOO:

19.19%

Max Drawdown

USAUX:

-75.97%

VOO:

-33.99%

Current Drawdown

USAUX:

-15.97%

VOO:

-9.90%

Returns By Period

In the year-to-date period, USAUX achieves a -8.55% return, which is significantly lower than VOO's -5.74% return. Over the past 10 years, USAUX has underperformed VOO with an annualized return of 4.31%, while VOO has yielded a comparatively higher 12.07% annualized return.


USAUX

YTD

-8.55%

1M

-0.83%

6M

-9.72%

1Y

7.14%

5Y*

10.71%

10Y*

4.31%

VOO

YTD

-5.74%

1M

-3.16%

6M

-4.28%

1Y

10.88%

5Y*

16.04%

10Y*

12.07%

*Annualized

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USAUX vs. VOO - Expense Ratio Comparison

USAUX has a 0.63% expense ratio, which is higher than VOO's 0.03% expense ratio.


Expense ratio chart for USAUX: current value is 0.63%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
USAUX: 0.63%
Expense ratio chart for VOO: current value is 0.03%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VOO: 0.03%

Risk-Adjusted Performance

USAUX vs. VOO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

USAUX
The Risk-Adjusted Performance Rank of USAUX is 3838
Overall Rank
The Sharpe Ratio Rank of USAUX is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of USAUX is 4040
Sortino Ratio Rank
The Omega Ratio Rank of USAUX is 3939
Omega Ratio Rank
The Calmar Ratio Rank of USAUX is 4141
Calmar Ratio Rank
The Martin Ratio Rank of USAUX is 3636
Martin Ratio Rank

VOO
The Risk-Adjusted Performance Rank of VOO is 6161
Overall Rank
The Sharpe Ratio Rank of VOO is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of VOO is 5959
Sortino Ratio Rank
The Omega Ratio Rank of VOO is 6161
Omega Ratio Rank
The Calmar Ratio Rank of VOO is 6464
Calmar Ratio Rank
The Martin Ratio Rank of VOO is 6363
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

USAUX vs. VOO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for USAA Aggressive Growth Fund (USAUX) and Vanguard S&P 500 ETF (VOO). 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.


The chart of Sharpe ratio for USAUX, currently valued at 0.24, compared to the broader market-1.000.001.002.003.00
USAUX: 0.24
VOO: 0.54
The chart of Sortino ratio for USAUX, currently valued at 0.52, compared to the broader market-2.000.002.004.006.008.00
USAUX: 0.52
VOO: 0.88
The chart of Omega ratio for USAUX, currently valued at 1.07, compared to the broader market0.501.001.502.002.503.00
USAUX: 1.07
VOO: 1.13
The chart of Calmar ratio for USAUX, currently valued at 0.24, compared to the broader market0.002.004.006.008.0010.00
USAUX: 0.24
VOO: 0.55
The chart of Martin ratio for USAUX, currently valued at 0.76, compared to the broader market0.0010.0020.0030.0040.0050.00
USAUX: 0.76
VOO: 2.27

The current USAUX Sharpe Ratio is 0.24, which is lower than the VOO Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of USAUX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
0.24
0.54
USAUX
VOO

Dividends

USAUX vs. VOO - Dividend Comparison

USAUX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.38%.


TTM20242023202220212020201920182017201620152014
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%
VOO
Vanguard S&P 500 ETF
1.38%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%

Drawdowns

USAUX vs. VOO - Drawdown Comparison

The maximum USAUX drawdown since its inception was -75.97%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for USAUX and VOO. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-15.97%
-9.90%
USAUX
VOO

Volatility

USAUX vs. VOO - Volatility Comparison

USAA Aggressive Growth Fund (USAUX) has a higher volatility of 16.74% compared to Vanguard S&P 500 ETF (VOO) at 13.96%. This indicates that USAUX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
16.74%
13.96%
USAUX
VOO