USNQX vs. VIGAX
Compare and contrast key facts about USAA Nasdaq 100 Index Fund (USNQX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
USNQX is managed by Victory Capital. It was launched on Oct 27, 2000. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USNQX or VIGAX.
Performance
USNQX vs. VIGAX - Performance Comparison
Returns By Period
In the year-to-date period, USNQX achieves a 22.50% return, which is significantly lower than VIGAX's 29.00% return. Both investments have delivered pretty close results over the past 10 years, with USNQX having a 15.97% annualized return and VIGAX not far behind at 15.44%.
USNQX
22.50%
1.08%
10.20%
27.59%
17.76%
15.97%
VIGAX
29.00%
1.88%
13.63%
36.18%
18.77%
15.44%
Key characteristics
| USNQX | VIGAX | |
|---|---|---|
| Sharpe Ratio | 1.57 | 2.13 |
| Sortino Ratio | 2.13 | 2.79 |
| Omega Ratio | 1.29 | 1.39 |
| Calmar Ratio | 2.04 | 2.79 |
| Martin Ratio | 7.37 | 10.94 |
| Ulcer Index | 3.75% | 3.30% |
| Daily Std Dev | 17.64% | 16.92% |
| Max Drawdown | -74.36% | -50.66% |
| Current Drawdown | -2.74% | -2.26% |
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USNQX vs. VIGAX - Expense Ratio Comparison
USNQX has a 0.42% expense ratio, which is higher than VIGAX's 0.05% expense ratio.
Correlation
The correlation between USNQX and VIGAX is 0.94, 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.
Risk-Adjusted Performance
USNQX vs. VIGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Nasdaq 100 Index Fund (USNQX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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. VIGAX - Dividend Comparison
USNQX's dividend yield for the trailing twelve months is around 0.47%, less than VIGAX's 0.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USNQX USAA Nasdaq 100 Index Fund | 0.47% | 0.58% | 0.28% | 0.24% | 0.37% | 0.55% | 0.65% | 0.46% | 0.50% | 0.62% | 0.21% | 0.28% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.48% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% | 1.19% |
Drawdowns
USNQX vs. VIGAX - Drawdown Comparison
The maximum USNQX drawdown since its inception was -74.36%, which is greater than VIGAX's maximum drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for USNQX and VIGAX. For additional features, visit the drawdowns tool.
Volatility
USNQX vs. VIGAX - Volatility Comparison
USAA Nasdaq 100 Index Fund (USNQX) and Vanguard Growth Index Fund Admiral Shares (VIGAX) have volatilities of 5.58% and 5.42%, 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.