CIUEX vs. BBEU
Compare and contrast key facts about Six Circles International Unconstrained Equity Fund (CIUEX) and JPMorgan BetaBuilders Europe ETF (BBEU).
CIUEX is managed by Six Circles. It was launched on Jul 9, 2018. BBEU is a passively managed fund by JPMorgan Chase that tracks the performance of the Morningstar Developed Europe Target Market Exposure Index. It was launched on Jun 15, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CIUEX or BBEU.
Correlation
The correlation between CIUEX and BBEU is 0.96, 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
CIUEX vs. BBEU - Performance Comparison
Key characteristics
CIUEX:
0.73
BBEU:
0.99
CIUEX:
1.10
BBEU:
1.42
CIUEX:
1.13
BBEU:
1.17
CIUEX:
0.88
BBEU:
1.16
CIUEX:
1.98
BBEU:
2.70
CIUEX:
5.06%
BBEU:
4.74%
CIUEX:
13.68%
BBEU:
12.99%
CIUEX:
-37.39%
BBEU:
-36.26%
CIUEX:
-2.12%
BBEU:
-0.92%
Returns By Period
In the year-to-date period, CIUEX achieves a 9.76% return, which is significantly lower than BBEU's 10.95% return.
CIUEX
9.76%
5.03%
0.32%
9.61%
6.99%
N/A
BBEU
10.95%
5.54%
2.31%
12.06%
7.63%
N/A
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CIUEX vs. BBEU - Expense Ratio Comparison
CIUEX has a 0.10% expense ratio, which is higher than BBEU's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
CIUEX vs. BBEU — Risk-Adjusted Performance Rank
CIUEX
BBEU
CIUEX vs. BBEU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Six Circles International Unconstrained Equity Fund (CIUEX) and JPMorgan BetaBuilders Europe ETF (BBEU). 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
CIUEX vs. BBEU - Dividend Comparison
CIUEX's dividend yield for the trailing twelve months is around 2.96%, less than BBEU's 3.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
CIUEX Six Circles International Unconstrained Equity Fund | 2.96% | 3.25% | 2.87% | 3.14% | 2.44% | 1.59% | 2.87% | 0.00% |
BBEU JPMorgan BetaBuilders Europe ETF | 3.75% | 4.16% | 2.94% | 4.72% | 2.63% | 2.29% | 3.24% | 0.49% |
Drawdowns
CIUEX vs. BBEU - Drawdown Comparison
The maximum CIUEX drawdown since its inception was -37.39%, roughly equal to the maximum BBEU drawdown of -36.26%. Use the drawdown chart below to compare losses from any high point for CIUEX and BBEU. For additional features, visit the drawdowns tool.
Volatility
CIUEX vs. BBEU - Volatility Comparison
The current volatility for Six Circles International Unconstrained Equity Fund (CIUEX) is 3.63%, while JPMorgan BetaBuilders Europe ETF (BBEU) has a volatility of 3.86%. This indicates that CIUEX experiences smaller price fluctuations and is considered to be less risky than BBEU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.