USTB vs. VOO
Compare and contrast key facts about VictoryShares USAA Core Short-Term Bond ETF (USTB) and Vanguard S&P 500 ETF (VOO).
USTB and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USTB is an actively managed fund by Crestview. It was launched on Oct 24, 2017. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USTB or VOO.
Key characteristics
| USTB | VOO | |
|---|---|---|
| YTD Return | 1.26% | 6.68% |
| 1Y Return | 5.63% | 26.39% |
| 3Y Return (Ann) | 1.80% | 8.30% |
| 5Y Return (Ann) | 2.74% | 13.39% |
| Sharpe Ratio | 2.34 | 2.06 |
| Daily Std Dev | 2.53% | 11.84% |
| Max Drawdown | -5.32% | -33.99% |
| Current Drawdown | -0.25% | -3.50% |
Correlation
The correlation between USTB and VOO is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
USTB vs. VOO - Performance Comparison
In the year-to-date period, USTB achieves a 1.26% return, which is significantly lower than VOO's 6.68% 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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USTB vs. VOO - Expense Ratio Comparison
USTB has a 0.34% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
USTB vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares USAA Core Short-Term Bond ETF (USTB) and Vanguard S&P 500 ETF (VOO). 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
USTB vs. VOO - Dividend Comparison
USTB's dividend yield for the trailing twelve months is around 4.98%, more than VOO's 1.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USTB VictoryShares USAA Core Short-Term Bond ETF | 4.98% | 4.49% | 2.54% | 1.84% | 2.58% | 2.69% | 2.32% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
USTB vs. VOO - Drawdown Comparison
The maximum USTB drawdown since its inception was -5.32%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for USTB and VOO. For additional features, visit the drawdowns tool.
Volatility
USTB vs. VOO - Volatility Comparison
The current volatility for VictoryShares USAA Core Short-Term Bond ETF (USTB) is 0.64%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.55%. This indicates that USTB experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.