USSPX vs. ARKG
Compare and contrast key facts about USAA 500 Index Fund (USSPX) and ARK Genomic Revolution Multi-Sector ETF (ARKG).
USSPX is managed by Victory Capital. It was launched on May 1, 1996. ARKG is an actively managed fund by ARK Investment Management. It was launched on Oct 31, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USSPX or ARKG.
Key characteristics
| USSPX | ARKG | |
|---|---|---|
| YTD Return | 27.07% | -21.08% |
| 1Y Return | 38.74% | 7.99% |
| 3Y Return (Ann) | 7.47% | -30.28% |
| 5Y Return (Ann) | 13.44% | -2.50% |
| 10Y Return (Ann) | 11.87% | 3.46% |
| Sharpe Ratio | 3.03 | 0.08 |
| Sortino Ratio | 4.02 | 0.43 |
| Omega Ratio | 1.57 | 1.05 |
| Calmar Ratio | 3.42 | 0.04 |
| Martin Ratio | 19.82 | 0.15 |
| Ulcer Index | 1.90% | 21.95% |
| Daily Std Dev | 12.43% | 40.68% |
| Max Drawdown | -55.39% | -80.10% |
| Current Drawdown | 0.00% | -76.83% |
Correlation
The correlation between USSPX and ARKG is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
USSPX vs. ARKG - Performance Comparison
In the year-to-date period, USSPX achieves a 27.07% return, which is significantly higher than ARKG's -21.08% return. Over the past 10 years, USSPX has outperformed ARKG with an annualized return of 11.87%, while ARKG has yielded a comparatively lower 3.46% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
USSPX vs. ARKG - Expense Ratio Comparison
USSPX has a 0.24% expense ratio, which is lower than ARKG's 0.75% expense ratio.
Risk-Adjusted Performance
USSPX vs. ARKG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA 500 Index Fund (USSPX) and ARK Genomic Revolution Multi-Sector ETF (ARKG). 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
USSPX vs. ARKG - Dividend Comparison
USSPX's dividend yield for the trailing twelve months is around 1.03%, while ARKG has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USSPX USAA 500 Index Fund | 1.03% | 1.22% | 1.43% | 1.00% | 1.30% | 1.64% | 1.89% | 1.55% | 1.92% | 1.79% | 1.64% | 1.56% |
ARKG ARK Genomic Revolution Multi-Sector ETF | 0.00% | 0.00% | 0.00% | 0.62% | 0.85% | 3.14% | 1.94% | 1.34% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
USSPX vs. ARKG - Drawdown Comparison
The maximum USSPX drawdown since its inception was -55.39%, smaller than the maximum ARKG drawdown of -80.10%. Use the drawdown chart below to compare losses from any high point for USSPX and ARKG. For additional features, visit the drawdowns tool.
Volatility
USSPX vs. ARKG - Volatility Comparison
The current volatility for USAA 500 Index Fund (USSPX) is 3.92%, while ARK Genomic Revolution Multi-Sector ETF (ARKG) has a volatility of 9.92%. This indicates that USSPX experiences smaller price fluctuations and is considered to be less risky than ARKG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.