USCGX vs. AVDE
Compare and contrast key facts about USAA Capital Growth Fund (USCGX) and Avantis International Equity ETF (AVDE).
USCGX is managed by Victory Capital. It was launched on Oct 26, 2000. AVDE is a passively managed fund by American Century Investments that tracks the performance of the MSCI World ex-USA IMI Index. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USCGX or AVDE.
Key characteristics
| USCGX | AVDE | |
|---|---|---|
| YTD Return | 21.12% | 8.17% |
| 1Y Return | 32.87% | 20.43% |
| 3Y Return (Ann) | 2.04% | 2.40% |
| 5Y Return (Ann) | 6.00% | 6.76% |
| Sharpe Ratio | 2.70 | 1.57 |
| Sortino Ratio | 3.70 | 2.21 |
| Omega Ratio | 1.49 | 1.27 |
| Calmar Ratio | 1.60 | 1.84 |
| Martin Ratio | 17.95 | 9.18 |
| Ulcer Index | 1.79% | 2.24% |
| Daily Std Dev | 11.92% | 13.06% |
| Max Drawdown | -60.52% | -36.99% |
| Current Drawdown | -0.27% | -5.19% |
Correlation
The correlation between USCGX and AVDE is 0.90, 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
USCGX vs. AVDE - Performance Comparison
In the year-to-date period, USCGX achieves a 21.12% return, which is significantly higher than AVDE's 8.17% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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USCGX vs. AVDE - Expense Ratio Comparison
USCGX has a 1.09% expense ratio, which is higher than AVDE's 0.23% expense ratio.
Risk-Adjusted Performance
USCGX vs. AVDE - Risk-Adjusted Performance Comparison
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.
Dividends
USCGX vs. AVDE - Dividend Comparison
USCGX's dividend yield for the trailing twelve months is around 0.89%, less than AVDE's 3.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USCGX USAA Capital Growth Fund | 0.89% | 1.08% | 0.99% | 1.32% | 1.09% | 1.53% | 1.66% | 0.94% | 1.46% | 1.13% | 1.54% | 1.00% |
AVDE Avantis International Equity ETF | 3.03% | 3.01% | 2.79% | 2.46% | 1.63% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
USCGX vs. AVDE - Drawdown Comparison
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.
Volatility
USCGX vs. AVDE - Volatility Comparison
The current volatility for USAA Capital Growth Fund (USCGX) is 3.25%, while Avantis International Equity ETF (AVDE) has a volatility of 3.81%. This indicates that USCGX experiences smaller price fluctuations and is considered to be less risky than AVDE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.