USNQX vs. VSIAX

In the year-to-date period, USNQX achieves a -4.45% return, which is significantly higher than VSIAX's -5.67% return. Over the past 10 years, USNQX has outperformed VSIAX with an annualized return of 15.03%, while VSIAX has yielded a comparatively lower 7.75% annualized return.

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USNQX has a 0.42% expense ratio, which is higher than VSIAX's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for USAA Nasdaq 100 Index Fund (USNQX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX). 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 USNQX Sharpe Ratio is 0.37, which is higher than the VSIAX Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of USNQX and VSIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

USNQX's dividend yield for the trailing twelve months is around 2.29%, which matches VSIAX's 2.27% yield.

The maximum USNQX drawdown since its inception was -74.36%, which is greater than VSIAX's maximum drawdown of -45.39%. Use the drawdown chart below to compare losses from any high point for USNQX and VSIAX. For additional features, visit the drawdowns tool.