USMIX vs. VMGMX
Compare and contrast key facts about USAA Extended Market Index Fund (USMIX) and Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX).
USMIX is managed by Victory. It was launched on Oct 27, 2000. VMGMX is managed by Vanguard. It was launched on Sep 27, 2011.
Performance
USMIX vs. VMGMX - Performance Comparison
Loading graphics...
USMIX vs. VMGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USMIX USAA Extended Market Index Fund | 0.05% | 10.44% | 11.99% | 25.81% | -24.04% | 15.29% | 31.20% | 27.93% | -9.71% | 17.72% |
VMGMX Vanguard Mid-Cap Growth Index Fund Admiral Shares | -7.61% | 10.69% | 15.65% | 23.93% | -28.84% | 20.48% | 34.45% | 33.85% | -5.61% | 21.83% |
Returns By Period
In the year-to-date period, USMIX achieves a 0.05% return, which is significantly higher than VMGMX's -7.61% return. Both investments have delivered pretty close results over the past 10 years, with USMIX having a 10.95% annualized return and VMGMX not far behind at 10.62%.
USMIX
- 1D
- 3.09%
- 1M
- -5.95%
- YTD
- 0.05%
- 6M
- 1.90%
- 1Y
- 19.46%
- 3Y*
- 13.77%
- 5Y*
- 4.30%
- 10Y*
- 10.95%
VMGMX
- 1D
- 3.15%
- 1M
- -7.31%
- YTD
- -7.61%
- 6M
- -12.10%
- 1Y
- 5.25%
- 3Y*
- 10.47%
- 5Y*
- 4.04%
- 10Y*
- 10.62%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
USMIX vs. VMGMX - Expense Ratio Comparison
USMIX has a 0.38% expense ratio, which is higher than VMGMX's 0.07% expense ratio.
Return for Risk
USMIX vs. VMGMX — Risk / Return Rank
USMIX
VMGMX
USMIX vs. VMGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Extended Market Index Fund (USMIX) and Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX). 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.
| USMIX | VMGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.28 | +0.63 |
Sortino ratioReturn per unit of downside risk | 1.41 | 0.55 | +0.86 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.07 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 0.39 | +1.00 |
Martin ratioReturn relative to average drawdown | 5.62 | 1.21 | +4.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| USMIX | VMGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.28 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.19 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.51 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.59 | -0.23 |
Correlation
The correlation between USMIX and VMGMX is 0.91, 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
USMIX vs. VMGMX - Dividend Comparison
USMIX's dividend yield for the trailing twelve months is around 6.47%, more than VMGMX's 0.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USMIX USAA Extended Market Index Fund | 6.47% | 6.47% | 14.41% | 4.41% | 8.78% | 17.98% | 3.32% | 3.18% | 6.48% | 7.48% | 7.07% | 8.02% |
VMGMX Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.71% | 0.64% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.82% |
Drawdowns
USMIX vs. VMGMX - Drawdown Comparison
The maximum USMIX drawdown since its inception was -57.91%, which is greater than VMGMX's maximum drawdown of -37.17%. Use the drawdown chart below to compare losses from any high point for USMIX and VMGMX.
Loading graphics...
Drawdown Indicators
| USMIX | VMGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.91% | -37.17% | -20.74% |
Max Drawdown (1Y)Largest decline over 1 year | -14.21% | -15.95% | +1.74% |
Max Drawdown (5Y)Largest decline over 5 years | -37.86% | -37.17% | -0.69% |
Max Drawdown (10Y)Largest decline over 10 years | -41.86% | -37.17% | -4.69% |
Current DrawdownCurrent decline from peak | -7.18% | -13.31% | +6.13% |
Average DrawdownAverage peak-to-trough decline | -12.06% | -7.05% | -5.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.50% | 5.11% | -1.61% |
Volatility
USMIX vs. VMGMX - Volatility Comparison
USAA Extended Market Index Fund (USMIX) and Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) have volatilities of 6.49% and 6.47%, 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 graphics...
Volatility by Period
| USMIX | VMGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.49% | 6.47% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 12.69% | 12.40% | +0.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.81% | 21.07% | +0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.99% | 21.39% | +3.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.65% | 20.93% | +2.72% |