CMEUX vs. SCHW
Compare and contrast key facts about Six Circles Managed Equity Portfolio U.S. Unconstrained Fund (CMEUX) and The Charles Schwab Corporation (SCHW).
CMEUX is managed by Blackrock. It was launched on Apr 10, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMEUX or SCHW.
Correlation
The correlation between CMEUX and SCHW is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CMEUX vs. SCHW - Performance Comparison
Key characteristics
CMEUX:
0.65
SCHW:
0.46
CMEUX:
1.04
SCHW:
0.83
CMEUX:
1.15
SCHW:
1.12
CMEUX:
0.67
SCHW:
0.43
CMEUX:
2.60
SCHW:
1.27
CMEUX:
5.08%
SCHW:
11.04%
CMEUX:
20.22%
SCHW:
30.58%
CMEUX:
-28.39%
SCHW:
-86.79%
CMEUX:
-7.82%
SCHW:
-8.91%
Returns By Period
In the year-to-date period, CMEUX achieves a -3.81% return, which is significantly lower than SCHW's 12.67% return.
CMEUX
-3.81%
12.67%
-1.24%
10.78%
14.92%
N/A
SCHW
12.67%
20.34%
17.95%
10.84%
20.74%
11.68%
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Risk-Adjusted Performance
CMEUX vs. SCHW — Risk-Adjusted Performance Rank
CMEUX
SCHW
CMEUX vs. SCHW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Six Circles Managed Equity Portfolio U.S. Unconstrained Fund (CMEUX) and The Charles Schwab Corporation (SCHW). 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
CMEUX vs. SCHW - Dividend Comparison
CMEUX's dividend yield for the trailing twelve months is around 1.06%, less than SCHW's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMEUX Six Circles Managed Equity Portfolio U.S. Unconstrained Fund | 1.06% | 1.02% | 1.16% | 1.38% | 0.89% | 1.48% | 1.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHW The Charles Schwab Corporation | 1.23% | 1.35% | 1.45% | 1.01% | 0.86% | 1.36% | 1.43% | 1.11% | 0.62% | 0.68% | 0.73% | 0.79% |
Drawdowns
CMEUX vs. SCHW - Drawdown Comparison
The maximum CMEUX drawdown since its inception was -28.39%, smaller than the maximum SCHW drawdown of -86.79%. Use the drawdown chart below to compare losses from any high point for CMEUX and SCHW. For additional features, visit the drawdowns tool.
Volatility
CMEUX vs. SCHW - Volatility Comparison
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund (CMEUX) and The Charles Schwab Corporation (SCHW) have volatilities of 14.64% and 14.04%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.