USCRX vs. PEY
Compare and contrast key facts about USAA Cornerstone Moderately Aggressive Fund (USCRX) and Invesco High Yield Equity Dividend Achievers™ ETF (PEY).
USCRX is managed by Victory. It was launched on Aug 14, 1984. PEY is a passively managed fund by Invesco that tracks the performance of the NASDAQ US Dividend Achievers 50 Index. It was launched on Dec 9, 2004.
Performance
USCRX vs. PEY - Performance Comparison
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USCRX vs. PEY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USCRX USAA Cornerstone Moderately Aggressive Fund | -0.11% | 16.64% | 8.15% | 12.00% | -13.58% | 11.42% | 8.92% | 16.17% | -7.41% | 14.99% |
PEY Invesco High Yield Equity Dividend Achievers™ ETF | 5.88% | 0.56% | 5.25% | 7.29% | 2.45% | 26.15% | -3.85% | 24.76% | -7.49% | 8.78% |
Returns By Period
In the year-to-date period, USCRX achieves a -0.11% return, which is significantly lower than PEY's 5.88% return. Over the past 10 years, USCRX has underperformed PEY with an annualized return of 6.70%, while PEY has yielded a comparatively higher 8.63% annualized return.
USCRX
- 1D
- 2.12%
- 1M
- -3.95%
- YTD
- -0.11%
- 6M
- 2.18%
- 1Y
- 15.40%
- 3Y*
- 10.71%
- 5Y*
- 5.55%
- 10Y*
- 6.70%
PEY
- 1D
- -0.32%
- 1M
- -0.81%
- YTD
- 5.88%
- 6M
- 3.22%
- 1Y
- 4.59%
- 3Y*
- 7.32%
- 5Y*
- 5.59%
- 10Y*
- 8.63%
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USCRX vs. PEY - Expense Ratio Comparison
USCRX has a 0.88% expense ratio, which is higher than PEY's 0.54% expense ratio.
Return for Risk
USCRX vs. PEY — Risk / Return Rank
USCRX
PEY
USCRX vs. PEY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Cornerstone Moderately Aggressive Fund (USCRX) and Invesco High Yield Equity Dividend Achievers™ ETF (PEY). 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.
| USCRX | PEY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | 0.26 | +1.21 |
Sortino ratioReturn per unit of downside risk | 2.11 | 0.49 | +1.62 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.06 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 2.08 | 0.33 | +1.75 |
Martin ratioReturn relative to average drawdown | 9.19 | 0.98 | +8.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| USCRX | PEY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 0.26 | +1.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.34 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.46 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.27 | +0.41 |
Correlation
The correlation between USCRX and PEY is 0.73, 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.
Dividends
USCRX vs. PEY - Dividend Comparison
USCRX's dividend yield for the trailing twelve months is around 10.42%, more than PEY's 4.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USCRX USAA Cornerstone Moderately Aggressive Fund | 10.42% | 10.40% | 7.18% | 2.11% | 4.34% | 8.03% | 1.92% | 2.04% | 6.52% | 7.73% | 2.07% | 2.87% |
PEY Invesco High Yield Equity Dividend Achievers™ ETF | 4.68% | 4.85% | 4.44% | 4.58% | 4.22% | 3.83% | 4.30% | 3.78% | 4.33% | 3.21% | 3.12% | 3.44% |
Drawdowns
USCRX vs. PEY - Drawdown Comparison
The maximum USCRX drawdown since its inception was -49.07%, smaller than the maximum PEY drawdown of -72.81%. Use the drawdown chart below to compare losses from any high point for USCRX and PEY.
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Drawdown Indicators
| USCRX | PEY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.07% | -72.81% | +23.74% |
Max Drawdown (1Y)Largest decline over 1 year | -7.63% | -13.28% | +5.65% |
Max Drawdown (5Y)Largest decline over 5 years | -24.00% | -17.90% | -6.10% |
Max Drawdown (10Y)Largest decline over 10 years | -24.00% | -41.55% | +17.55% |
Current DrawdownCurrent decline from peak | -4.75% | -3.71% | -1.04% |
Average DrawdownAverage peak-to-trough decline | -5.48% | -12.97% | +7.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 4.45% | -2.73% |
Volatility
USCRX vs. PEY - Volatility Comparison
USAA Cornerstone Moderately Aggressive Fund (USCRX) has a higher volatility of 4.39% compared to Invesco High Yield Equity Dividend Achievers™ ETF (PEY) at 3.24%. This indicates that USCRX's price experiences larger fluctuations and is considered to be riskier than PEY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USCRX | PEY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.39% | 3.24% | +1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 6.81% | 9.86% | -3.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.79% | 17.84% | -7.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.51% | 16.38% | -4.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.05% | 18.90% | -7.85% |