USNQX vs. USCGX
Compare and contrast key facts about USAA Nasdaq 100 Index Fund (USNQX) and USAA Capital Growth Fund (USCGX).
USNQX is managed by Victory. It was launched on Oct 27, 2000. USCGX is managed by Victory. It was launched on Oct 26, 2000.
Performance
USNQX vs. USCGX - Performance Comparison
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USNQX vs. USCGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USNQX USAA Nasdaq 100 Index Fund | -5.93% | 20.52% | 25.42% | 54.46% | -32.71% | 26.82% | 48.31% | 38.86% | -0.43% | 32.30% |
USCGX USAA Capital Growth Fund | -1.09% | 21.76% | 16.31% | 18.39% | -13.44% | 22.94% | 10.04% | 20.13% | -11.53% | 23.88% |
Returns By Period
In the year-to-date period, USNQX achieves a -5.93% return, which is significantly lower than USCGX's -1.09% return. Over the past 10 years, USNQX has outperformed USCGX with an annualized return of 18.56%, while USCGX has yielded a comparatively lower 10.84% annualized return.
USNQX
- 1D
- 3.42%
- 1M
- -4.98%
- YTD
- -5.93%
- 6M
- -4.23%
- 1Y
- 22.47%
- 3Y*
- 22.11%
- 5Y*
- 12.61%
- 10Y*
- 18.56%
USCGX
- 1D
- 2.94%
- 1M
- -5.74%
- YTD
- -1.09%
- 6M
- 2.48%
- 1Y
- 21.01%
- 3Y*
- 16.55%
- 5Y*
- 10.50%
- 10Y*
- 10.84%
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USNQX vs. USCGX - Expense Ratio Comparison
USNQX has a 0.42% expense ratio, which is lower than USCGX's 1.09% expense ratio.
Return for Risk
USNQX vs. USCGX — Risk / Return Rank
USNQX
USCGX
USNQX vs. USCGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Nasdaq 100 Index Fund (USNQX) and USAA Capital Growth Fund (USCGX). 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.
| USNQX | USCGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.32 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.62 | 1.92 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.28 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 1.90 | -0.05 |
Martin ratioReturn relative to average drawdown | 6.82 | 8.50 | -1.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| USNQX | USCGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.32 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.59 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.60 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.26 | +0.07 |
Correlation
The correlation between USNQX and USCGX is 0.82, 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
USNQX vs. USCGX - Dividend Comparison
USNQX's dividend yield for the trailing twelve months is around 3.21%, less than USCGX's 11.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USNQX USAA Nasdaq 100 Index Fund | 3.21% | 3.01% | 2.19% | 2.60% | 4.13% | 4.48% | 1.53% | 0.88% | 0.69% | 1.97% | 0.50% | 2.73% |
USCGX USAA Capital Growth Fund | 11.01% | 10.89% | 12.63% | 1.08% | 7.69% | 12.56% | 3.08% | 9.18% | 9.40% | 3.22% | 1.46% | 1.13% |
Drawdowns
USNQX vs. USCGX - Drawdown Comparison
The maximum USNQX drawdown since its inception was -76.24%, which is greater than USCGX's maximum drawdown of -63.08%. Use the drawdown chart below to compare losses from any high point for USNQX and USCGX.
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Drawdown Indicators
| USNQX | USCGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.24% | -63.08% | -13.16% |
Max Drawdown (1Y)Largest decline over 1 year | -12.72% | -11.38% | -1.34% |
Max Drawdown (5Y)Largest decline over 5 years | -36.95% | -29.47% | -7.48% |
Max Drawdown (10Y)Largest decline over 10 years | -36.95% | -35.32% | -1.63% |
Current DrawdownCurrent decline from peak | -9.06% | -7.15% | -1.91% |
Average DrawdownAverage peak-to-trough decline | -26.93% | -18.60% | -8.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.44% | 2.54% | +0.90% |
Volatility
USNQX vs. USCGX - Volatility Comparison
USAA Nasdaq 100 Index Fund (USNQX) has a higher volatility of 6.56% compared to USAA Capital Growth Fund (USCGX) at 5.98%. This indicates that USNQX's price experiences larger fluctuations and is considered to be riskier than USCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USNQX | USCGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.56% | 5.98% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 12.90% | 9.68% | +3.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.75% | 16.34% | +6.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.92% | 17.85% | +5.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.61% | 17.99% | +4.62% |