USISX vs. LSVVX
USISX (USAA Income Stock Fund) and LSVVX (LSV Conservative Value Equity Fund) are both Large Cap Value Equities funds. Over the past 10 years, USISX returned 11.44%/yr vs 11.26%/yr for LSVVX. Their 0.96 correlation means they have historically moved very closely together. USISX charges 0.70%/yr vs 0.35%/yr for LSVVX.
Performance
USISX vs. LSVVX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, USISX achieves a 19.26% return, which is significantly lower than LSVVX's 21.02% return. Both investments have delivered pretty close results over the past 10 years, with USISX having a 11.44% annualized return and LSVVX not far behind at 11.26%.
USISX
- 1D
- -0.19%
- 1M
- 2.28%
- 6M
- 12.99%
- YTD
- 19.26%
- 1Y
- 31.01%
- 3Y*
- 17.25%
- 5Y*
- 12.24%
- 10Y*
- 11.44%
- ALL TIME*
- 8.98%
LSVVX
- 1D
- 0.35%
- 1M
- 3.76%
- 6M
- 15.85%
- YTD
- 21.02%
- 1Y
- 39.58%
- 3Y*
- 15.88%
- 5Y*
- 11.32%
- 10Y*
- 11.26%
- ALL TIME*
- 7.19%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
USISX vs. LSVVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USISX USAA Income Stock Fund | 19.26% | 13.44% | 13.52% | 12.10% | -4.42% | 26.52% | 0.32% | 23.67% | -5.51% | 16.66% |
LSVVX LSV Conservative Value Equity Fund | 21.02% | 19.63% | 3.97% | 12.19% | -4.02% | 28.57% | -3.46% | 25.29% | -11.10% | 16.18% |
Correlation
The correlation between USISX and LSVVX is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.91 |
Correlation (3Y) Balances recent behavior with more history. | 0.94 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.94 |
Correlation (All Time) Calculated using the full available price history since Apr 2, 2007 | 0.96 |
The correlation between USISX and LSVVX has been stable across timeframes, ranging from 0.91 to 0.96 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
USISX vs. LSVVX — Risk / Return Rank
USISX
LSVVX
USISX vs. LSVVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Income Stock Fund (USISX) and LSV Conservative Value Equity Fund (LSVVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| USISX | LSVVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.46 | ||
| Sortino ratioReturn per unit of downside risk | -0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.53 | 1.62 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 5.47 | 6.10 | -0.63 |
| Martin ratioReturn relative to average drawdown | 21.14 | 24.16 | -3.02 |
Loading charts...
Drawdowns
USISX vs. LSVVX - Drawdown Comparison
The maximum USISX drawdown since its inception was -58.46%, smaller than the maximum LSVVX drawdown of -61.62%. Use the drawdown chart below to compare losses from any high point for USISX and LSVVX.
Loading charts...
Drawdown Indicators
| USISX | LSVVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.46% | -61.62% | +3.16% |
Max Drawdown (1Y)Largest decline over 1 year | -5.51% | -6.23% | +0.72% |
Max Drawdown (3Y)Largest decline over 3 years | -24.19% | -24.61% | +0.42% |
Max Drawdown (5Y)Largest decline over 5 years | -24.19% | -24.61% | +0.42% |
Max Drawdown (10Y)Largest decline over 10 years | -36.00% | -40.61% | +4.61% |
Current DrawdownCurrent decline from peak | -1.37% | -0.41% | -0.96% |
Average DrawdownAverage peak-to-trough decline | -7.78% | -12.10% | +4.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.42% | 1.57% | -0.15% |
Volatility
USISX vs. LSVVX - Volatility Comparison
USAA Income Stock Fund (USISX) and LSV Conservative Value Equity Fund (LSVVX) have volatilities of 2.74% and 2.67%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| USISX | LSVVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.74% | 2.67% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 7.28% | 8.14% | -0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.28% | 11.20% | -0.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.88% | 15.84% | +2.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.01% | 18.42% | -0.41% |
USISX vs. LSVVX - Expense Ratio Comparison
USISX has a 0.70% expense ratio, which is higher than LSVVX's 0.35% expense ratio.
Dividends
USISX vs. LSVVX - Dividend Comparison
USISX's dividend yield for the trailing twelve months is around 8.49%, less than LSVVX's 11.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSVVX LSV Conservative Value Equity Fund | 11.31% | 13.69% | 2.45% | 6.57% | 5.41% | 3.67% | 2.40% | 21.48% | 3.91% | 1.98% | 2.37% | 2.38% |
USISX USAA Income Stock Fund | 8.49% | 9.77% | 18.68% | 5.85% | 9.94% | 10.24% | 2.06% | 20.13% | 9.01% | 7.92% | 2.32% | 6.04% |
Frequently Asked Questions
With a correlation of 0.91, USISX and LSVVX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
USISX has higher volatility (2.74%) compared to LSVVX (2.67%). In terms of maximum drawdown, USISX dropped -58.46% vs LSVVX's -61.62%.
LSVVX currently has the higher Sharpe Ratio (3.40 vs 2.95), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for USISX and LSVVX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer