USCAX vs. VOO
Compare and contrast key facts about USAA Small Cap Stock Fund (USCAX) and Vanguard S&P 500 ETF (VOO).
USCAX is managed by Victory Capital. It was launched on Aug 2, 1999. 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: USCAX or VOO.
Correlation
The correlation between USCAX and VOO 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
USCAX vs. VOO - Performance Comparison
Key characteristics
USCAX:
0.18
VOO:
1.81
USCAX:
0.39
VOO:
2.44
USCAX:
1.05
VOO:
1.33
USCAX:
0.08
VOO:
2.74
USCAX:
0.62
VOO:
11.43
USCAX:
5.87%
VOO:
2.02%
USCAX:
20.24%
VOO:
12.77%
USCAX:
-64.21%
VOO:
-33.99%
USCAX:
-41.75%
VOO:
-0.72%
Returns By Period
In the year-to-date period, USCAX achieves a 1.44% return, which is significantly lower than VOO's 3.31% return. Over the past 10 years, USCAX has underperformed VOO with an annualized return of -2.44%, while VOO has yielded a comparatively higher 13.25% annualized return.
USCAX
1.44%
3.47%
0.19%
0.86%
-3.94%
-2.44%
VOO
3.31%
4.26%
12.44%
22.48%
14.26%
13.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
USCAX vs. VOO - Expense Ratio Comparison
USCAX has a 1.10% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
USCAX vs. VOO — Risk-Adjusted Performance Rank
USCAX
VOO
USCAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Small Cap Stock Fund (USCAX) 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
USCAX vs. VOO - Dividend Comparison
USCAX's dividend yield for the trailing twelve months is around 0.96%, less than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USCAX USAA Small Cap Stock Fund | 0.96% | 0.98% | 0.18% | 0.00% | 0.00% | 0.75% | 0.19% | 0.26% | 0.43% | 0.19% | 0.31% | 0.14% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
USCAX vs. VOO - Drawdown Comparison
The maximum USCAX drawdown since its inception was -64.21%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for USCAX and VOO. For additional features, visit the drawdowns tool.
Volatility
USCAX vs. VOO - Volatility Comparison
USAA Small Cap Stock Fund (USCAX) has a higher volatility of 4.27% compared to Vanguard S&P 500 ETF (VOO) at 3.40%. This indicates that USCAX'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.