USSPX vs. USMIX
Compare and contrast key facts about USAA 500 Index Fund (USSPX) and USAA Extended Market Index Fund (USMIX).
USSPX is managed by Victory Capital. It was launched on May 1, 1996. USMIX is managed by Victory Capital. It was launched on Oct 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USSPX or USMIX.
Correlation
The correlation between USSPX and USMIX is 0.89, 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
USSPX vs. USMIX - Performance Comparison
Key characteristics
USSPX:
0.18
USMIX:
-0.50
USSPX:
0.38
USMIX:
-0.53
USSPX:
1.06
USMIX:
0.92
USSPX:
0.17
USMIX:
-0.27
USSPX:
0.70
USMIX:
-1.02
USSPX:
4.93%
USMIX:
12.08%
USSPX:
19.31%
USMIX:
24.72%
USSPX:
-55.39%
USMIX:
-61.52%
USSPX:
-15.27%
USMIX:
-41.08%
Returns By Period
In the year-to-date period, USSPX achieves a -9.95% return, which is significantly higher than USMIX's -13.84% return. Over the past 10 years, USSPX has outperformed USMIX with an annualized return of 9.86%, while USMIX has yielded a comparatively lower 0.31% annualized return.
USSPX
-9.95%
-6.81%
-11.43%
4.28%
12.15%
9.86%
USMIX
-13.84%
-8.91%
-24.19%
-11.45%
3.57%
0.31%
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USSPX vs. USMIX - Expense Ratio Comparison
USSPX has a 0.24% expense ratio, which is lower than USMIX's 0.38% expense ratio.
Risk-Adjusted Performance
USSPX vs. USMIX — Risk-Adjusted Performance Rank
USSPX
USMIX
USSPX vs. USMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA 500 Index Fund (USSPX) and USAA Extended Market Index Fund (USMIX). 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. USMIX - Dividend Comparison
USSPX's dividend yield for the trailing twelve months is around 1.14%, less than USMIX's 1.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USSPX USAA 500 Index Fund | 1.14% | 1.05% | 1.22% | 1.43% | 1.00% | 1.30% | 1.64% | 1.89% | 1.55% | 1.92% | 1.79% | 1.64% |
USMIX USAA Extended Market Index Fund | 1.65% | 1.42% | 1.17% | 1.44% | 0.91% | 0.85% | 1.28% | 1.03% | 0.96% | 1.04% | 0.91% | 0.92% |
Drawdowns
USSPX vs. USMIX - Drawdown Comparison
The maximum USSPX drawdown since its inception was -55.39%, smaller than the maximum USMIX drawdown of -61.52%. Use the drawdown chart below to compare losses from any high point for USSPX and USMIX. For additional features, visit the drawdowns tool.
Volatility
USSPX vs. USMIX - Volatility Comparison
USAA 500 Index Fund (USSPX) and USAA Extended Market Index Fund (USMIX) have volatilities of 13.69% and 14.05%, 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.