USGRX vs. VUG
Compare and contrast key facts about USAA Growth & Income Fund (USGRX) and Vanguard Growth ETF (VUG).
USGRX is managed by Victory Capital. It was launched on Jun 1, 1993. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USGRX or VUG.
Correlation
The correlation between USGRX and VUG is 0.93, 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
USGRX vs. VUG - Performance Comparison
Key characteristics
USGRX:
-0.00
VUG:
1.43
USGRX:
0.12
VUG:
1.96
USGRX:
1.03
VUG:
1.26
USGRX:
-0.00
VUG:
1.96
USGRX:
-0.00
VUG:
7.44
USGRX:
7.18%
VUG:
3.42%
USGRX:
19.72%
VUG:
17.75%
USGRX:
-62.55%
VUG:
-50.68%
USGRX:
-16.76%
VUG:
-1.43%
Returns By Period
In the year-to-date period, USGRX achieves a 3.19% return, which is significantly higher than VUG's 2.68% return. Over the past 10 years, USGRX has underperformed VUG with an annualized return of 2.11%, while VUG has yielded a comparatively higher 15.70% annualized return.
USGRX
3.19%
3.67%
-8.07%
1.26%
3.87%
2.11%
VUG
2.68%
3.93%
15.73%
28.05%
16.88%
15.70%
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USGRX vs. VUG - Expense Ratio Comparison
USGRX has a 0.81% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
USGRX vs. VUG — Risk-Adjusted Performance Rank
USGRX
VUG
USGRX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Growth & Income Fund (USGRX) and Vanguard Growth ETF (VUG). 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
USGRX vs. VUG - Dividend Comparison
USGRX's dividend yield for the trailing twelve months is around 1.21%, more than VUG's 0.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USGRX USAA Growth & Income Fund | 1.21% | 1.25% | 0.93% | 1.00% | 0.77% | 0.84% | 1.15% | 0.97% | 0.73% | 0.93% | 0.85% | 1.03% |
VUG Vanguard Growth ETF | 0.45% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
USGRX vs. VUG - Drawdown Comparison
The maximum USGRX drawdown since its inception was -62.55%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for USGRX and VUG. For additional features, visit the drawdowns tool.
Volatility
USGRX vs. VUG - Volatility Comparison
The current volatility for USAA Growth & Income Fund (USGRX) is 2.86%, while Vanguard Growth ETF (VUG) has a volatility of 5.44%. This indicates that USGRX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.