CMIUX vs. VEA
Compare and contrast key facts about Six Circles Managed Equity Portfolio International Unconstrained Fund (CMIUX) and Vanguard FTSE Developed Markets ETF (VEA).
CMIUX is managed by Six Circles. It was launched on Apr 9, 2019. VEA is a passively managed fund by Vanguard that tracks the performance of the MSCI EAFE Index. It was launched on Jul 20, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMIUX or VEA.
Correlation
The correlation between CMIUX and VEA is 0.95, 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
CMIUX vs. VEA - Performance Comparison
Key characteristics
CMIUX:
0.94
VEA:
1.05
CMIUX:
1.37
VEA:
1.50
CMIUX:
1.16
VEA:
1.19
CMIUX:
1.15
VEA:
1.38
CMIUX:
2.62
VEA:
3.25
CMIUX:
4.80%
VEA:
4.14%
CMIUX:
13.40%
VEA:
12.85%
CMIUX:
-36.83%
VEA:
-60.69%
CMIUX:
-2.43%
VEA:
-1.93%
Returns By Period
In the year-to-date period, CMIUX achieves a 8.77% return, which is significantly higher than VEA's 7.72% return.
CMIUX
8.77%
7.77%
1.78%
10.27%
9.02%
N/A
VEA
7.72%
6.93%
3.16%
10.83%
6.40%
5.76%
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CMIUX vs. VEA - Expense Ratio Comparison
CMIUX has a 0.13% expense ratio, which is higher than VEA's 0.05% 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
CMIUX vs. VEA — Risk-Adjusted Performance Rank
CMIUX
VEA
CMIUX vs. VEA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Six Circles Managed Equity Portfolio International Unconstrained Fund (CMIUX) and Vanguard FTSE Developed Markets ETF (VEA). 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
CMIUX vs. VEA - Dividend Comparison
CMIUX's dividend yield for the trailing twelve months is around 2.72%, less than VEA's 3.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMIUX Six Circles Managed Equity Portfolio International Unconstrained Fund | 2.72% | 2.96% | 2.25% | 2.98% | 1.92% | 1.80% | 1.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VEA Vanguard FTSE Developed Markets ETF | 3.12% | 3.36% | 3.16% | 2.91% | 3.16% | 2.04% | 3.04% | 3.35% | 2.77% | 3.05% | 2.92% | 3.68% |
Drawdowns
CMIUX vs. VEA - Drawdown Comparison
The maximum CMIUX drawdown since its inception was -36.83%, smaller than the maximum VEA drawdown of -60.69%. Use the drawdown chart below to compare losses from any high point for CMIUX and VEA. For additional features, visit the drawdowns tool.
Volatility
CMIUX vs. VEA - Volatility Comparison
Six Circles Managed Equity Portfolio International Unconstrained Fund (CMIUX) has a higher volatility of 3.84% compared to Vanguard FTSE Developed Markets ETF (VEA) at 3.53%. This indicates that CMIUX's price experiences larger fluctuations and is considered to be riskier than VEA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.