USCGX vs. AVDE

In the year-to-date period, USCGX achieves a 4.38% return, which is significantly lower than AVDE's 17.11% return.

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USCGX has a 1.09% expense ratio, which is higher than AVDE's 0.23% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for USAA Capital Growth Fund (USCGX) and Avantis International Equity ETF (AVDE). 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 current USCGX Sharpe Ratio is -0.06, which is lower than the AVDE Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of USCGX and AVDE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

USCGX's dividend yield for the trailing twelve months is around 1.96%, less than AVDE's 2.81% yield.

The maximum USCGX drawdown since its inception was -60.52%, which is greater than AVDE's maximum drawdown of -36.99%. Use the drawdown chart below to compare losses from any high point for USCGX and AVDE. For additional features, visit the drawdowns tool.

USAA Capital Growth Fund (USCGX) has a higher volatility of 3.25% compared to Avantis International Equity ETF (AVDE) at 2.73%. This indicates that USCGX's price experiences larger fluctuations and is considered to be riskier than AVDE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.