USSCX vs. VIIIX
Compare and contrast key facts about USAA Science & Technology Fund (USSCX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX).
USSCX is managed by Victory Capital. It was launched on Jul 31, 1997. VIIIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USSCX or VIIIX.
Key characteristics
| USSCX | VIIIX | |
|---|---|---|
| YTD Return | 33.68% | 26.79% |
| 1Y Return | 59.88% | 37.87% |
| 3Y Return (Ann) | -6.20% | 8.11% |
| 5Y Return (Ann) | 2.30% | 13.85% |
| 10Y Return (Ann) | 3.44% | 12.29% |
| Sharpe Ratio | 2.73 | 2.95 |
| Sortino Ratio | 3.44 | 3.95 |
| Omega Ratio | 1.46 | 1.55 |
| Calmar Ratio | 1.10 | 3.46 |
| Martin Ratio | 16.75 | 19.36 |
| Ulcer Index | 3.40% | 1.90% |
| Daily Std Dev | 20.88% | 12.45% |
| Max Drawdown | -79.48% | -55.18% |
| Current Drawdown | -22.73% | 0.00% |
Correlation
The correlation between USSCX and VIIIX is 0.85, 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. VIIIX - Performance Comparison
In the year-to-date period, USSCX achieves a 33.68% return, which is significantly higher than VIIIX's 26.79% return. Over the past 10 years, USSCX has underperformed VIIIX with an annualized return of 3.44%, while VIIIX has yielded a comparatively higher 12.29% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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USSCX vs. VIIIX - Expense Ratio Comparison
USSCX has a 0.95% expense ratio, which is higher than VIIIX's 0.02% expense ratio.
Risk-Adjusted Performance
USSCX vs. VIIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Science & Technology Fund (USSCX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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. VIIIX - Dividend Comparison
USSCX has not paid dividends to shareholders, while VIIIX's dividend yield for the trailing twelve months is around 1.25%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USSCX 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% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 1.25% | 1.49% | 1.75% | 1.30% | 1.60% | 1.93% | 2.14% | 1.84% | 2.09% | 2.47% | 1.90% | 1.87% |
Drawdowns
USSCX vs. VIIIX - Drawdown Comparison
The maximum USSCX drawdown since its inception was -79.48%, which is greater than VIIIX's maximum drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for USSCX and VIIIX. For additional features, visit the drawdowns tool.
Volatility
USSCX vs. VIIIX - Volatility Comparison
USAA Science & Technology Fund (USSCX) has a higher volatility of 6.16% compared to Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) at 3.91%. This indicates that USSCX's price experiences larger fluctuations and is considered to be riskier than VIIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.