USMIX vs. VXF

In the year-to-date period, USMIX achieves a -3.90% return, which is significantly lower than VXF's -2.91% return. Over the past 10 years, USMIX has underperformed VXF with an annualized return of 1.49%, while VXF has yielded a comparatively higher 8.57% annualized return.

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USMIX has a 0.38% expense ratio, which is higher than VXF's 0.06% expense ratio.

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.

The current USMIX Sharpe Ratio is -0.27, which is lower than the VXF Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of USMIX and VXF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

USMIX's dividend yield for the trailing twelve months is around 1.48%, more than VXF's 1.21% yield.

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.

The current volatility for USAA Extended Market Index Fund (USMIX) is 6.22%, while Vanguard Extended Market ETF (VXF) has a volatility of 6.57%. 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.