USSCX vs. FXAIX
Compare and contrast key facts about USAA Science & Technology Fund (USSCX) and Fidelity 500 Index Fund (FXAIX).
USSCX is managed by Victory Capital. It was launched on Jul 31, 1997. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USSCX or FXAIX.
Correlation
The correlation between USSCX and FXAIX is 0.84, 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
USSCX vs. FXAIX - Performance Comparison
Key characteristics
USSCX:
1.74
FXAIX:
2.20
USSCX:
2.31
FXAIX:
2.93
USSCX:
1.30
FXAIX:
1.41
USSCX:
0.83
FXAIX:
3.26
USSCX:
10.53
FXAIX:
14.39
USSCX:
3.53%
FXAIX:
1.91%
USSCX:
21.36%
FXAIX:
12.50%
USSCX:
-79.48%
FXAIX:
-33.79%
USSCX:
-23.12%
FXAIX:
-2.91%
Returns By Period
In the year-to-date period, USSCX achieves a 32.99% return, which is significantly higher than FXAIX's 25.57% return. Over the past 10 years, USSCX has underperformed FXAIX with an annualized return of 4.10%, while FXAIX has yielded a comparatively higher 12.86% annualized return.
USSCX
32.99%
1.54%
15.50%
33.91%
5.63%
4.10%
FXAIX
25.57%
0.00%
8.86%
26.21%
14.72%
12.86%
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USSCX vs. FXAIX - Expense Ratio Comparison
USSCX has a 0.95% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
USSCX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Science & Technology Fund (USSCX) and Fidelity 500 Index Fund (FXAIX). 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
USSCX vs. FXAIX - Dividend Comparison
USSCX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 0.88%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
USAA Science & Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.49% | 2.08% |
Fidelity 500 Index Fund | 0.88% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
USSCX vs. FXAIX - Drawdown Comparison
The maximum USSCX drawdown since its inception was -79.48%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for USSCX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
USSCX vs. FXAIX - Volatility Comparison
USAA Science & Technology Fund (USSCX) has a higher volatility of 6.78% compared to Fidelity 500 Index Fund (FXAIX) at 3.70%. This indicates that USSCX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.