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 0.97, 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:
0.42
SCHX:
0.59
CMEUX:
0.76
SCHX:
0.98
CMEUX:
1.11
SCHX:
1.14
CMEUX:
0.45
SCHX:
0.63
CMEUX:
1.70
SCHX:
2.41
CMEUX:
5.22%
SCHX:
4.98%
CMEUX:
20.17%
SCHX:
19.42%
CMEUX:
-28.39%
SCHX:
-34.33%
CMEUX:
-8.28%
SCHX:
-7.76%
Returns By Period
In the year-to-date period, CMEUX achieves a -4.30% return, which is significantly lower than SCHX's -3.38% return.
CMEUX
-4.30%
3.66%
-5.94%
8.43%
14.69%
N/A
SCHX
-3.38%
4.20%
-5.11%
11.38%
16.64%
13.75%
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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 1.06%, less than SCHX's 1.27% 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% |
SCHX Schwab U.S. Large-Cap ETF | 1.27% | 1.22% | 1.39% | 1.64% | 1.21% | 1.64% | 1.82% | 2.17% | 1.70% | 1.93% | 2.04% | 1.76% |
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 7.15% compared to Schwab U.S. Large-Cap ETF (SCHX) at 6.72%. 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.