CIUEX vs. VOO
Compare and contrast key facts about Six Circles International Unconstrained Equity Fund (CIUEX) and Vanguard S&P 500 ETF (VOO).
CIUEX is managed by Six Circles. It was launched on Jul 9, 2018. 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: CIUEX or VOO.
Correlation
The correlation between CIUEX and VOO 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. VOO - Performance Comparison
Key characteristics
CIUEX:
0.73
VOO:
1.89
CIUEX:
1.10
VOO:
2.54
CIUEX:
1.13
VOO:
1.35
CIUEX:
0.88
VOO:
2.83
CIUEX:
1.98
VOO:
11.83
CIUEX:
5.06%
VOO:
2.02%
CIUEX:
13.68%
VOO:
12.66%
CIUEX:
-37.39%
VOO:
-33.99%
CIUEX:
-2.12%
VOO:
-0.42%
Returns By Period
In the year-to-date period, CIUEX achieves a 9.76% return, which is significantly higher than VOO's 4.17% return.
CIUEX
9.76%
5.03%
0.32%
9.61%
6.99%
N/A
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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CIUEX vs. VOO - Expense Ratio Comparison
CIUEX has a 0.10% expense ratio, which is higher than VOO's 0.03% 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. VOO — Risk-Adjusted Performance Rank
CIUEX
VOO
CIUEX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Six Circles International Unconstrained Equity Fund (CIUEX) 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
CIUEX vs. VOO - Dividend Comparison
CIUEX's dividend yield for the trailing twelve months is around 2.96%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIUEX Six Circles International Unconstrained Equity Fund | 2.96% | 3.25% | 2.87% | 3.14% | 2.44% | 1.59% | 2.87% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CIUEX vs. VOO - Drawdown Comparison
The maximum CIUEX drawdown since its inception was -37.39%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CIUEX and VOO. For additional features, visit the drawdowns tool.
Volatility
CIUEX vs. VOO - Volatility Comparison
Six Circles International Unconstrained Equity Fund (CIUEX) has a higher volatility of 3.63% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. This indicates that CIUEX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.