CMIUX vs. VIIIX
Compare and contrast key facts about Six Circles Managed Equity Portfolio International Unconstrained Fund (CMIUX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX).
CMIUX is managed by Six Circles. It was launched on Apr 9, 2019. VIIIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMIUX or VIIIX.
Correlation
The correlation between CMIUX and VIIIX 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. VIIIX - Performance Comparison
Key characteristics
CMIUX:
0.33
VIIIX:
1.69
CMIUX:
0.55
VIIIX:
2.26
CMIUX:
1.07
VIIIX:
1.31
CMIUX:
0.40
VIIIX:
2.59
CMIUX:
0.98
VIIIX:
10.33
CMIUX:
4.50%
VIIIX:
2.12%
CMIUX:
13.24%
VIIIX:
12.98%
CMIUX:
-36.83%
VIIIX:
-55.18%
CMIUX:
-10.30%
VIIIX:
-5.26%
Returns By Period
CMIUX
0.00%
-3.23%
-7.54%
4.08%
6.98%
N/A
VIIIX
-0.62%
-4.67%
2.35%
21.76%
11.54%
11.96%
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CMIUX vs. VIIIX - Expense Ratio Comparison
CMIUX has a 0.13% expense ratio, which is higher than VIIIX's 0.02% 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. VIIIX — Risk-Adjusted Performance Rank
CMIUX
VIIIX
CMIUX vs. VIIIX - 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 Institutional Index Fund Institutional Plus Shares (VIIIX). 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. VIIIX - Dividend Comparison
CMIUX's dividend yield for the trailing twelve months is around 2.96%, more than VIIIX's 0.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMIUX Six Circles Managed Equity Portfolio International Unconstrained Fund | 2.96% | 2.96% | 2.25% | 2.98% | 1.92% | 1.80% | 1.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 0.96% | 0.95% | 1.49% | 1.75% | 1.30% | 1.60% | 1.93% | 2.14% | 1.84% | 2.09% | 2.47% | 1.90% |
Drawdowns
CMIUX vs. VIIIX - Drawdown Comparison
The maximum CMIUX drawdown since its inception was -36.83%, smaller than the maximum VIIIX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for CMIUX and VIIIX. For additional features, visit the drawdowns tool.
Volatility
CMIUX vs. VIIIX - Volatility Comparison
The current volatility for Six Circles Managed Equity Portfolio International Unconstrained Fund (CMIUX) is 3.63%, while Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) has a volatility of 5.04%. This indicates that CMIUX experiences smaller price fluctuations and is considered to be less risky than VIIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.