CMIUX vs. VEU

In the year-to-date period, CMIUX achieves a 18.48% return, which is significantly higher than VEU's 14.11% return.

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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%.

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.

The current CMIUX Sharpe Ratio is 0.58, which is comparable to the VEU Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of CMIUX and VEU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CMIUX's dividend yield for the trailing twelve months is around 2.50%, less than VEU's 2.81% yield.

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.

Six Circles Managed Equity Portfolio International Unconstrained Fund (CMIUX) has a higher volatility of 3.44% compared to Vanguard FTSE All-World ex-US ETF (VEU) at 3.03%. This indicates that CMIUX's price experiences larger fluctuations and is considered to be riskier than VEU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.