USHYX vs. VIG
Compare and contrast key facts about USAA High Income Fund (USHYX) and Vanguard Dividend Appreciation ETF (VIG).
USHYX is managed by Victory Capital. It was launched on Aug 2, 1999. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USHYX or VIG.
Correlation
The correlation between USHYX and VIG is 0.40, 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. VIG - Performance Comparison
Key characteristics
USHYX:
1.89
VIG:
1.83
USHYX:
2.60
VIG:
2.57
USHYX:
1.41
VIG:
1.34
USHYX:
3.33
VIG:
3.67
USHYX:
12.26
VIG:
11.32
USHYX:
0.47%
VIG:
1.65%
USHYX:
3.04%
VIG:
10.19%
USHYX:
-33.65%
VIG:
-46.81%
USHYX:
-1.58%
VIG:
-3.26%
Returns By Period
In the year-to-date period, USHYX achieves a 5.43% return, which is significantly lower than VIG's 17.76% return. Over the past 10 years, USHYX has underperformed VIG with an annualized return of 3.93%, while VIG has yielded a comparatively higher 11.33% annualized return.
USHYX
5.43%
-0.72%
3.90%
5.73%
3.10%
3.93%
VIG
17.76%
-2.20%
7.84%
18.37%
11.74%
11.33%
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USHYX vs. VIG - Expense Ratio Comparison
USHYX has a 0.76% expense ratio, which is higher than VIG's 0.06% expense ratio.
Risk-Adjusted Performance
USHYX vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA High Income Fund (USHYX) and Vanguard Dividend Appreciation ETF (VIG). 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. VIG - Dividend Comparison
USHYX's dividend yield for the trailing twelve months is around 6.44%, more than VIG's 1.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USHYX USAA High Income Fund | 6.44% | 7.14% | 5.88% | 4.83% | 5.25% | 5.79% | 6.32% | 5.73% | 5.94% | 6.46% | 5.76% | 6.05% |
VIG Vanguard Dividend Appreciation ETF | 1.71% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
Drawdowns
USHYX vs. VIG - Drawdown Comparison
The maximum USHYX drawdown since its inception was -33.65%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for USHYX and VIG. For additional features, visit the drawdowns tool.
Volatility
USHYX vs. VIG - Volatility Comparison
The current volatility for USAA High Income Fund (USHYX) is 1.21%, while Vanguard Dividend Appreciation ETF (VIG) has a volatility of 3.36%. This indicates that USHYX experiences smaller price fluctuations and is considered to be less risky than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.