CIUEX vs. FXAIX
Compare and contrast key facts about Six Circles International Unconstrained Equity Fund (CIUEX) and Fidelity 500 Index Fund (FXAIX).
CIUEX is managed by Six Circles. It was launched on Jul 9, 2018. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CIUEX or FXAIX.
Correlation
The correlation between CIUEX and FXAIX is 0.75, 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. FXAIX - Performance Comparison
Key characteristics
CIUEX:
0.53
FXAIX:
0.53
CIUEX:
0.84
FXAIX:
0.87
CIUEX:
1.11
FXAIX:
1.13
CIUEX:
0.67
FXAIX:
0.55
CIUEX:
1.73
FXAIX:
2.29
CIUEX:
5.40%
FXAIX:
4.55%
CIUEX:
17.56%
FXAIX:
19.55%
CIUEX:
-37.39%
FXAIX:
-33.79%
CIUEX:
-1.55%
FXAIX:
-9.89%
Returns By Period
In the year-to-date period, CIUEX achieves a 12.85% return, which is significantly higher than FXAIX's -5.72% return.
CIUEX
12.85%
1.69%
6.15%
9.13%
12.99%
N/A
FXAIX
-5.72%
-0.95%
-4.27%
9.76%
15.87%
12.07%
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CIUEX vs. FXAIX - Expense Ratio Comparison
CIUEX has a 0.10% expense ratio, which is higher than FXAIX's 0.02% 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. FXAIX — Risk-Adjusted Performance Rank
CIUEX
FXAIX
CIUEX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Six Circles International Unconstrained Equity Fund (CIUEX) and Fidelity 500 Index Fund (FXAIX). 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. FXAIX - Dividend Comparison
CIUEX's dividend yield for the trailing twelve months is around 2.88%, more than FXAIX's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIUEX Six Circles International Unconstrained Equity Fund | 2.88% | 3.25% | 2.88% | 3.14% | 2.44% | 1.59% | 2.87% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.35% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
CIUEX vs. FXAIX - Drawdown Comparison
The maximum CIUEX drawdown since its inception was -37.39%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for CIUEX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
CIUEX vs. FXAIX - Volatility Comparison
The current volatility for Six Circles International Unconstrained Equity Fund (CIUEX) is 10.86%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 14.39%. This indicates that CIUEX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.