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 0.84, 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:
-0.30
VOO:
0.63
USCAX:
-0.28
VOO:
1.00
USCAX:
0.97
VOO:
1.15
USCAX:
-0.14
VOO:
0.65
USCAX:
-0.64
VOO:
2.54
USCAX:
11.57%
VOO:
4.78%
USCAX:
24.39%
VOO:
19.12%
USCAX:
-64.21%
VOO:
-33.99%
USCAX:
-48.27%
VOO:
-8.57%
Returns By Period
In the year-to-date period, USCAX achieves a -9.91% return, which is significantly lower than VOO's -4.35% return. Over the past 10 years, USCAX has underperformed VOO with an annualized return of -3.74%, while VOO has yielded a comparatively higher 12.23% annualized return.
USCAX
-9.91%
9.67%
-15.82%
-10.76%
-0.97%
-3.74%
VOO
-4.35%
10.32%
-2.47%
9.64%
16.03%
12.23%
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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 6.66%, more than VOO's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USCAX USAA Small Cap Stock Fund | 6.66% | 6.00% | 0.18% | 6.19% | 43.14% | 8.50% | 9.92% | 13.94% | 11.05% | 1.24% | 9.23% | 11.63% |
VOO Vanguard S&P 500 ETF | 1.36% | 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) and Vanguard S&P 500 ETF (VOO) have volatilities of 11.47% and 11.27%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.