USSPX vs. USMIX

In the year-to-date period, USSPX achieves a -3.28% return, which is significantly higher than USMIX's -7.02% return. Over the past 10 years, USSPX has outperformed USMIX with an annualized return of 10.52%, while USMIX has yielded a comparatively lower 1.17% annualized return.

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USSPX has a 0.24% expense ratio, which is lower than USMIX's 0.38% expense ratio.

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.

The current USSPX Sharpe Ratio is 0.39, which is higher than the USMIX Sharpe Ratio of -0.41. The chart below compares the historical Sharpe Ratios of USSPX and USMIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

USSPX's dividend yield for the trailing twelve months is around 1.06%, less than USMIX's 1.53% yield.

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.

The current volatility for USAA 500 Index Fund (USSPX) is 6.87%, while USAA Extended Market Index Fund (USMIX) has a volatility of 7.33%. This indicates that USSPX experiences smaller price fluctuations and is considered to be less risky than USMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.