CMEUX vs. SCHX
Compare and contrast key facts about Six Circles Managed Equity Portfolio U.S. Unconstrained Fund (CMEUX) and Schwab U.S. Large-Cap ETF (SCHX).
CMEUX is managed by Blackrock. It was launched on Apr 10, 2019. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMEUX or SCHX.
Correlation
The correlation between CMEUX and SCHX 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
CMEUX vs. SCHX - Performance Comparison
Key characteristics
CMEUX:
1.98
SCHX:
2.18
CMEUX:
2.64
SCHX:
2.88
CMEUX:
1.36
SCHX:
1.40
CMEUX:
2.95
SCHX:
3.32
CMEUX:
12.18
SCHX:
13.64
CMEUX:
2.19%
SCHX:
2.08%
CMEUX:
13.52%
SCHX:
13.01%
CMEUX:
-28.39%
SCHX:
-34.33%
CMEUX:
-0.28%
SCHX:
-0.25%
Returns By Period
The year-to-date returns for both investments are quite close, with CMEUX having a 3.91% return and SCHX slightly higher at 4.10%.
CMEUX
3.91%
1.13%
12.31%
25.84%
15.54%
N/A
SCHX
4.10%
1.34%
13.09%
27.71%
17.10%
16.30%
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CMEUX vs. SCHX - Expense Ratio Comparison
CMEUX has a 0.07% expense ratio, which is higher than SCHX'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
CMEUX vs. SCHX — Risk-Adjusted Performance Rank
CMEUX
SCHX
CMEUX vs. SCHX - 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 Schwab U.S. Large-Cap ETF (SCHX). 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. SCHX - Dividend Comparison
CMEUX's dividend yield for the trailing twelve months is around 0.98%, less than SCHX's 2.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMEUX Six Circles Managed Equity Portfolio U.S. Unconstrained Fund | 0.98% | 1.02% | 1.16% | 1.38% | 0.89% | 1.48% | 1.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHX Schwab U.S. Large-Cap ETF | 2.31% | 2.40% | 2.75% | 3.24% | 2.44% | 2.38% | 4.26% | 4.21% | 3.48% | 4.85% | 2.93% | 5.28% |
Drawdowns
CMEUX vs. SCHX - Drawdown Comparison
The maximum CMEUX drawdown since its inception was -28.39%, smaller than the maximum SCHX drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for CMEUX and SCHX. For additional features, visit the drawdowns tool.
Volatility
CMEUX vs. SCHX - Volatility Comparison
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund (CMEUX) has a higher volatility of 4.17% compared to Schwab U.S. Large-Cap ETF (SCHX) at 3.96%. This indicates that CMEUX's price experiences larger fluctuations and is considered to be riskier than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.