USMIX vs. VXF
Compare and contrast key facts about USAA Extended Market Index Fund (USMIX) and Vanguard Extended Market ETF (VXF).
USMIX is managed by Victory Capital. It was launched on Oct 27, 2000. VXF is a passively managed fund by Vanguard that tracks the performance of the S&P Completion Index. It was launched on Dec 27, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USMIX or VXF.
Correlation
The correlation between USMIX and VXF is 0.98, 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
USMIX vs. VXF - Performance Comparison
Key characteristics
USMIX:
-0.50
VXF:
0.01
USMIX:
-0.53
VXF:
0.18
USMIX:
0.92
VXF:
1.02
USMIX:
-0.27
VXF:
0.01
USMIX:
-1.02
VXF:
0.02
USMIX:
12.08%
VXF:
7.33%
USMIX:
24.72%
VXF:
23.79%
USMIX:
-61.52%
VXF:
-58.04%
USMIX:
-41.08%
VXF:
-21.35%
Returns By Period
The year-to-date returns for both stocks are quite close, with USMIX having a -13.84% return and VXF slightly lower at -14.50%. Over the past 10 years, USMIX has underperformed VXF with an annualized return of 0.29%, while VXF has yielded a comparatively higher 7.09% annualized return.
USMIX
-13.84%
-8.30%
-24.19%
-11.85%
3.85%
0.29%
VXF
-14.50%
-8.44%
-13.23%
1.28%
11.97%
7.09%
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USMIX vs. VXF - Expense Ratio Comparison
USMIX has a 0.38% expense ratio, which is higher than VXF's 0.06% expense ratio.
Risk-Adjusted Performance
USMIX vs. VXF — Risk-Adjusted Performance Rank
USMIX
VXF
USMIX vs. VXF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Extended Market Index Fund (USMIX) and Vanguard Extended Market ETF (VXF). 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
USMIX vs. VXF - Dividend Comparison
USMIX's dividend yield for the trailing twelve months is around 1.65%, more than VXF's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USMIX USAA Extended Market Index Fund | 1.65% | 1.42% | 1.17% | 1.44% | 0.91% | 0.85% | 1.28% | 1.03% | 0.96% | 1.04% | 0.91% | 0.92% |
VXF Vanguard Extended Market ETF | 1.38% | 1.09% | 1.27% | 1.15% | 1.13% | 1.07% | 1.30% | 1.66% | 1.25% | 1.43% | 1.35% | 1.32% |
Drawdowns
USMIX vs. VXF - Drawdown Comparison
The maximum USMIX drawdown since its inception was -61.52%, which is greater than VXF's maximum drawdown of -58.04%. Use the drawdown chart below to compare losses from any high point for USMIX and VXF. For additional features, visit the drawdowns tool.
Volatility
USMIX vs. VXF - Volatility Comparison
The current volatility for USAA Extended Market Index Fund (USMIX) is 14.05%, while Vanguard Extended Market ETF (VXF) has a volatility of 15.33%. This indicates that USMIX experiences smaller price fluctuations and is considered to be less risky than VXF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.