USSCX vs. SCHG
Compare and contrast key facts about USAA Science & Technology Fund (USSCX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
USSCX is managed by Victory. It was launched on Jul 31, 1997. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. It was launched on Dec 11, 2009.
Performance
USSCX vs. SCHG - Performance Comparison
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USSCX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USSCX USAA Science & Technology Fund | -10.36% | 17.93% | 30.58% | 34.01% | -41.76% | -3.45% | 60.62% | 37.84% | -4.34% | 36.06% |
SCHG Schwab U.S. Large-Cap Growth ETF | -9.73% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -1.36% | 28.05% |
Returns By Period
In the year-to-date period, USSCX achieves a -10.36% return, which is significantly lower than SCHG's -9.73% return. Over the past 10 years, USSCX has underperformed SCHG with an annualized return of 12.25%, while SCHG has yielded a comparatively higher 16.95% annualized return.
USSCX
- 1D
- 5.04%
- 1M
- -5.71%
- YTD
- -10.36%
- 6M
- -9.24%
- 1Y
- 22.26%
- 3Y*
- 18.11%
- 5Y*
- 0.51%
- 10Y*
- 12.25%
SCHG
- 1D
- 0.96%
- 1M
- -4.46%
- YTD
- -9.73%
- 6M
- -8.15%
- 1Y
- 17.00%
- 3Y*
- 22.30%
- 5Y*
- 12.76%
- 10Y*
- 16.95%
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USSCX vs. SCHG - Expense Ratio Comparison
USSCX has a 0.95% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Return for Risk
USSCX vs. SCHG — Risk / Return Rank
USSCX
SCHG
USSCX vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Science & Technology Fund (USSCX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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.
| USSCX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.76 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.24 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.17 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.09 | +0.08 |
Martin ratioReturn relative to average drawdown | 4.05 | 3.71 | +0.35 |
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
| USSCX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.76 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.57 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.79 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.79 | -0.49 |
Correlation
The correlation between USSCX and SCHG is 0.91, 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
USSCX vs. SCHG - Dividend Comparison
USSCX's dividend yield for the trailing twelve months is around 10.51%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USSCX USAA Science & Technology Fund | 10.51% | 9.42% | 0.00% | 0.00% | 0.00% | 15.49% | 5.36% | 27.99% | 16.68% | 8.31% | 4.15% | 6.54% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
USSCX vs. SCHG - Drawdown Comparison
The maximum USSCX drawdown since its inception was -79.48%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for USSCX and SCHG.
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Drawdown Indicators
| USSCX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.48% | -34.59% | -44.89% |
Max Drawdown (1Y)Largest decline over 1 year | -18.19% | -16.41% | -1.78% |
Max Drawdown (5Y)Largest decline over 5 years | -52.07% | -34.59% | -17.48% |
Max Drawdown (10Y)Largest decline over 10 years | -52.70% | -34.59% | -18.11% |
Current DrawdownCurrent decline from peak | -14.07% | -12.51% | -1.56% |
Average DrawdownAverage peak-to-trough decline | -31.22% | -5.22% | -26.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.26% | 4.84% | +0.42% |
Volatility
USSCX vs. SCHG - Volatility Comparison
USAA Science & Technology Fund (USSCX) has a higher volatility of 9.05% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 6.77%. This indicates that USSCX's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USSCX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.05% | 6.77% | +2.28% |
Volatility (6M)Calculated over the trailing 6-month period | 16.43% | 12.54% | +3.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.05% | 22.45% | +4.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.76% | 22.31% | +6.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.43% | 21.51% | +4.92% |