CMIUX vs. VEU
Compare and contrast key facts about Six Circles Managed Equity Portfolio International Unconstrained Fund (CMIUX) and Vanguard FTSE All-World ex-US ETF (VEU).
CMIUX is managed by Six Circles. It was launched on Apr 9, 2019. VEU is a passively managed fund by Vanguard that tracks the performance of the FTSE All-World ex US Index. It was launched on Mar 2, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMIUX or VEU.
Correlation
The correlation between CMIUX and VEU is 0.76, 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. VEU - Performance Comparison
Key characteristics
CMIUX:
0.53
VEU:
0.66
CMIUX:
0.85
VEU:
1.05
CMIUX:
1.11
VEU:
1.14
CMIUX:
0.65
VEU:
0.82
CMIUX:
1.78
VEU:
2.57
CMIUX:
5.20%
VEU:
4.37%
CMIUX:
17.54%
VEU:
16.94%
CMIUX:
-36.83%
VEU:
-61.52%
CMIUX:
-1.71%
VEU:
-1.48%
Returns By Period
In the year-to-date period, CMIUX achieves a 11.57% return, which is significantly higher than VEU's 8.08% return.
CMIUX
11.57%
1.70%
5.44%
9.82%
15.51%
N/A
VEU
8.08%
0.37%
3.83%
11.59%
11.05%
4.86%
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CMIUX vs. VEU - Expense Ratio Comparison
CMIUX has a 0.13% expense ratio, which is higher than VEU's 0.07% 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. VEU — Risk-Adjusted Performance Rank
CMIUX
VEU
CMIUX vs. VEU - 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 All-World ex-US ETF (VEU). 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. VEU - Dividend Comparison
CMIUX's dividend yield for the trailing twelve months is around 2.65%, less than VEU's 2.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMIUX Six Circles Managed Equity Portfolio International Unconstrained Fund | 2.65% | 2.96% | 2.25% | 2.98% | 1.92% | 1.80% | 1.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VEU Vanguard FTSE All-World ex-US ETF | 2.97% | 3.24% | 3.32% | 3.12% | 3.07% | 2.00% | 3.10% | 3.27% | 2.66% | 2.96% | 2.95% | 3.52% |
Drawdowns
CMIUX vs. VEU - Drawdown Comparison
The maximum CMIUX drawdown since its inception was -36.83%, smaller than the maximum VEU drawdown of -61.52%. Use the drawdown chart below to compare losses from any high point for CMIUX and VEU. For additional features, visit the drawdowns tool.
Volatility
CMIUX vs. VEU - Volatility Comparison
Six Circles Managed Equity Portfolio International Unconstrained Fund (CMIUX) and Vanguard FTSE All-World ex-US ETF (VEU) have volatilities of 11.01% and 11.24%, 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.