CUSEX vs. SPY
Compare and contrast key facts about Capital Group U.S. Equity Fund (CUSEX) and SPDR S&P 500 ETF (SPY).
CUSEX is managed by T. Rowe Price. It was launched on Apr 1, 2011. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CUSEX or SPY.
Correlation
The correlation between CUSEX and SPY is 0.96, 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
CUSEX vs. SPY - Performance Comparison
Key characteristics
CUSEX:
-0.17
SPY:
0.30
CUSEX:
-0.10
SPY:
0.56
CUSEX:
0.99
SPY:
1.08
CUSEX:
-0.15
SPY:
0.31
CUSEX:
-0.51
SPY:
1.40
CUSEX:
6.39%
SPY:
4.18%
CUSEX:
19.45%
SPY:
19.64%
CUSEX:
-30.16%
SPY:
-55.19%
CUSEX:
-17.61%
SPY:
-13.86%
Returns By Period
In the year-to-date period, CUSEX achieves a -8.21% return, which is significantly higher than SPY's -9.91% return. Over the past 10 years, CUSEX has underperformed SPY with an annualized return of 5.64%, while SPY has yielded a comparatively higher 11.54% annualized return.
CUSEX
-8.21%
-6.26%
-14.84%
-2.23%
7.08%
5.64%
SPY
-9.91%
-6.63%
-9.38%
7.66%
15.04%
11.54%
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CUSEX vs. SPY - Expense Ratio Comparison
CUSEX has a 0.42% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
CUSEX vs. SPY — Risk-Adjusted Performance Rank
CUSEX
SPY
CUSEX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group U.S. Equity Fund (CUSEX) and SPDR S&P 500 ETF (SPY). 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
CUSEX vs. SPY - Dividend Comparison
CUSEX's dividend yield for the trailing twelve months is around 0.98%, less than SPY's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CUSEX Capital Group U.S. Equity Fund | 0.98% | 0.93% | 1.24% | 1.25% | 0.81% | 1.03% | 1.32% | 1.60% | 1.40% | 1.46% | 1.36% | 1.23% |
SPY SPDR S&P 500 ETF | 1.36% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
CUSEX vs. SPY - Drawdown Comparison
The maximum CUSEX drawdown since its inception was -30.16%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for CUSEX and SPY. For additional features, visit the drawdowns tool.
Volatility
CUSEX vs. SPY - Volatility Comparison
The current volatility for Capital Group U.S. Equity Fund (CUSEX) is 12.77%, while SPDR S&P 500 ETF (SPY) has a volatility of 14.52%. This indicates that CUSEX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.