USHYX vs. ITOT
Compare and contrast key facts about USAA High Income Fund (USHYX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).
USHYX is managed by Victory Capital. It was launched on Aug 2, 1999. ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USHYX or ITOT.
Key characteristics
| USHYX | ITOT | |
|---|---|---|
| YTD Return | 6.66% | 26.74% |
| 1Y Return | 13.39% | 38.99% |
| 3Y Return (Ann) | 2.64% | 8.91% |
| 5Y Return (Ann) | 3.85% | 15.42% |
| 10Y Return (Ann) | 3.78% | 13.03% |
| Sharpe Ratio | 4.20 | 3.24 |
| Sortino Ratio | 7.15 | 4.29 |
| Omega Ratio | 2.11 | 1.60 |
| Calmar Ratio | 2.55 | 4.83 |
| Martin Ratio | 32.52 | 21.09 |
| Ulcer Index | 0.42% | 1.95% |
| Daily Std Dev | 3.24% | 12.65% |
| Max Drawdown | -33.65% | -55.21% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between USHYX and ITOT is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
USHYX vs. ITOT - Performance Comparison
In the year-to-date period, USHYX achieves a 6.66% return, which is significantly lower than ITOT's 26.74% return. Over the past 10 years, USHYX has underperformed ITOT with an annualized return of 3.78%, while ITOT has yielded a comparatively higher 13.03% annualized 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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USHYX vs. ITOT - Expense Ratio Comparison
USHYX has a 0.76% expense ratio, which is higher than ITOT's 0.03% expense ratio.
Risk-Adjusted Performance
USHYX vs. ITOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA High Income Fund (USHYX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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
USHYX vs. ITOT - Dividend Comparison
USHYX's dividend yield for the trailing twelve months is around 7.74%, more than ITOT's 1.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USHYX USAA High Income Fund | 7.74% | 7.14% | 5.88% | 4.83% | 5.25% | 5.79% | 6.32% | 5.73% | 5.94% | 6.46% | 5.76% | 6.05% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.20% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% | 2.20% | 2.06% |
Drawdowns
USHYX vs. ITOT - Drawdown Comparison
The maximum USHYX drawdown since its inception was -33.65%, smaller than the maximum ITOT drawdown of -55.21%. Use the drawdown chart below to compare losses from any high point for USHYX and ITOT. For additional features, visit the drawdowns tool.
Volatility
USHYX vs. ITOT - Volatility Comparison
The current volatility for USAA High Income Fund (USHYX) is 0.61%, while iShares Core S&P Total U.S. Stock Market ETF (ITOT) has a volatility of 4.03%. This indicates that USHYX experiences smaller price fluctuations and is considered to be less risky than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.