USSCX vs. XLK

In the year-to-date period, USSCX achieves a -4.31% return, which is significantly lower than XLK's -1.90% return. Over the past 10 years, USSCX has underperformed XLK with an annualized return of 2.60%, while XLK has yielded a comparatively higher 19.57% annualized return.

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USSCX has a 0.95% expense ratio, which is higher than XLK's 0.13% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for USAA Science & Technology Fund (USSCX) and Technology Select Sector SPDR Fund (XLK). 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 USSCX Sharpe Ratio is 0.50, which is higher than the XLK Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of USSCX and XLK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

USSCX has not paid dividends to shareholders, while XLK's dividend yield for the trailing twelve months is around 0.69%.

The maximum USSCX drawdown since its inception was -79.48%, roughly equal to the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for USSCX and XLK. For additional features, visit the drawdowns tool.

USAA Science & Technology Fund (USSCX) and Technology Select Sector SPDR Fund (XLK) have volatilities of 8.69% and 8.64%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.