USAUX vs. VOO
Compare and contrast key facts about USAA Aggressive Growth Fund (USAUX) and Vanguard S&P 500 ETF (VOO).
USAUX is managed by Victory Capital. It was launched on Oct 19, 1981. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USAUX or VOO.
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.
Performance
USAUX vs. VOO - Performance Comparison
Key characteristics
USAUX:
0.24
VOO:
0.54
USAUX:
0.52
VOO:
0.88
USAUX:
1.07
VOO:
1.13
USAUX:
0.24
VOO:
0.55
USAUX:
0.76
VOO:
2.27
USAUX:
8.40%
VOO:
4.55%
USAUX:
26.76%
VOO:
19.19%
USAUX:
-75.97%
VOO:
-33.99%
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
-8.55%
-0.83%
-9.72%
7.14%
10.71%
4.31%
VOO
-5.74%
-3.16%
-4.28%
10.88%
16.04%
12.07%
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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.
Risk-Adjusted Performance
USAUX vs. VOO — Risk-Adjusted Performance Rank
USAUX
VOO
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.
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%.
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% |
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.
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.