USNQX vs. VOO
Compare and contrast key facts about USAA Nasdaq 100 Index Fund (USNQX) and Vanguard S&P 500 ETF (VOO).
USNQX is managed by Victory Capital. It was launched on Oct 27, 2000. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USNQX or VOO.
Performance
USNQX vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, USNQX achieves a 23.74% return, which is significantly lower than VOO's 26.16% return. Over the past 10 years, USNQX has outperformed VOO with an annualized return of 15.99%, while VOO has yielded a comparatively lower 13.18% annualized return.
USNQX
23.74%
1.80%
11.59%
27.56%
18.01%
15.99%
VOO
26.16%
1.77%
13.62%
32.33%
15.68%
13.18%
Key characteristics
| USNQX | VOO | |
|---|---|---|
| Sharpe Ratio | 1.60 | 2.70 |
| Sortino Ratio | 2.17 | 3.60 |
| Omega Ratio | 1.29 | 1.50 |
| Calmar Ratio | 2.07 | 3.90 |
| Martin Ratio | 7.49 | 17.65 |
| Ulcer Index | 3.76% | 1.86% |
| Daily Std Dev | 17.58% | 12.19% |
| Max Drawdown | -74.36% | -33.99% |
| Current Drawdown | -1.75% | -0.86% |
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USNQX vs. VOO - Expense Ratio Comparison
USNQX has a 0.42% expense ratio, which is higher than VOO's 0.03% expense ratio.
Correlation
The correlation between USNQX and VOO is 0.89, 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. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Nasdaq 100 Index Fund (USNQX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
USNQX's dividend yield for the trailing twelve months is around 0.46%, less than VOO's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USNQX USAA Nasdaq 100 Index Fund | 0.46% | 0.58% | 0.28% | 0.24% | 0.37% | 0.55% | 0.65% | 0.46% | 0.50% | 0.62% | 0.21% | 0.28% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
USNQX vs. VOO - Drawdown Comparison
The maximum USNQX drawdown since its inception was -74.36%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for USNQX and VOO. For additional features, visit the drawdowns tool.
Volatility
USNQX vs. VOO - Volatility Comparison
USAA Nasdaq 100 Index Fund (USNQX) has a higher volatility of 5.35% compared to Vanguard S&P 500 ETF (VOO) at 3.99%. This indicates that USNQX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.