USNQX vs. NASDX
Compare and contrast key facts about USAA Nasdaq 100 Index Fund (USNQX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
USNQX is managed by Victory Capital. It was launched on Oct 27, 2000. NASDX is a passively managed fund by Blackrock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USNQX or NASDX.
Correlation
The correlation between USNQX and NASDX is 0.99, 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
USNQX vs. NASDX - Performance Comparison
Key characteristics
USNQX:
1.46
NASDX:
0.99
USNQX:
1.98
NASDX:
1.35
USNQX:
1.27
NASDX:
1.19
USNQX:
1.95
NASDX:
1.41
USNQX:
6.99
NASDX:
4.69
USNQX:
3.79%
NASDX:
4.08%
USNQX:
18.11%
NASDX:
19.35%
USNQX:
-74.36%
NASDX:
-81.69%
USNQX:
-4.21%
NASDX:
-6.88%
Returns By Period
In the year-to-date period, USNQX achieves a 24.43% return, which is significantly higher than NASDX's 17.21% return. Over the past 10 years, USNQX has outperformed NASDX with an annualized return of 16.06%, while NASDX has yielded a comparatively lower 14.40% annualized return.
USNQX
24.43%
0.56%
6.06%
24.79%
17.04%
16.06%
NASDX
17.21%
-4.86%
-0.09%
17.68%
15.27%
14.40%
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USNQX vs. NASDX - Expense Ratio Comparison
USNQX has a 0.42% expense ratio, which is lower than NASDX's 0.63% expense ratio.
Risk-Adjusted Performance
USNQX vs. NASDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Nasdaq 100 Index Fund (USNQX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX). 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
USNQX vs. NASDX - Dividend Comparison
USNQX has not paid dividends to shareholders, while NASDX's dividend yield for the trailing twelve months is around 0.40%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USNQX USAA Nasdaq 100 Index Fund | 0.00% | 0.58% | 0.28% | 0.24% | 0.37% | 0.55% | 0.65% | 0.46% | 0.50% | 0.62% | 0.21% | 0.28% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 0.40% | 0.45% | 0.50% | 0.15% | 0.37% | 0.47% | 0.94% | 1.35% | 0.75% | 0.86% | 1.02% | 0.72% |
Drawdowns
USNQX vs. NASDX - Drawdown Comparison
The maximum USNQX drawdown since its inception was -74.36%, smaller than the maximum NASDX drawdown of -81.69%. Use the drawdown chart below to compare losses from any high point for USNQX and NASDX. For additional features, visit the drawdowns tool.
Volatility
USNQX vs. NASDX - Volatility Comparison
The current volatility for USAA Nasdaq 100 Index Fund (USNQX) is 5.46%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 8.95%. This indicates that USNQX experiences smaller price fluctuations and is considered to be less risky than NASDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.