CUSUX vs. FXAIX
Compare and contrast key facts about Six Circles U.S. Unconstrained Equity Fund (CUSUX) and Fidelity 500 Index Fund (FXAIX).
CUSUX is managed by Six Circles. It was launched on Jul 9, 2018. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CUSUX or FXAIX.
Correlation
The correlation between CUSUX and FXAIX is 0.98, 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
CUSUX vs. FXAIX - Performance Comparison
Key characteristics
CUSUX:
0.18
FXAIX:
0.53
CUSUX:
0.39
FXAIX:
0.87
CUSUX:
1.06
FXAIX:
1.13
CUSUX:
0.16
FXAIX:
0.55
CUSUX:
0.55
FXAIX:
2.29
CUSUX:
6.82%
FXAIX:
4.55%
CUSUX:
20.49%
FXAIX:
19.55%
CUSUX:
-35.74%
FXAIX:
-33.79%
CUSUX:
-14.47%
FXAIX:
-9.89%
Returns By Period
The year-to-date returns for both investments are quite close, with CUSUX having a -5.92% return and FXAIX slightly higher at -5.72%.
CUSUX
-5.92%
-3.02%
-10.07%
3.40%
10.78%
N/A
FXAIX
-5.72%
-2.90%
-4.27%
9.76%
15.73%
11.95%
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CUSUX vs. FXAIX - Expense Ratio Comparison
CUSUX has a 0.05% expense ratio, which is higher than FXAIX'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
CUSUX vs. FXAIX — Risk-Adjusted Performance Rank
CUSUX
FXAIX
CUSUX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Six Circles U.S. Unconstrained Equity Fund (CUSUX) and Fidelity 500 Index Fund (FXAIX). 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
CUSUX vs. FXAIX - Dividend Comparison
CUSUX's dividend yield for the trailing twelve months is around 1.37%, more than FXAIX's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CUSUX Six Circles U.S. Unconstrained Equity Fund | 1.37% | 1.29% | 1.19% | 1.35% | 1.30% | 1.56% | 1.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.35% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
CUSUX vs. FXAIX - Drawdown Comparison
The maximum CUSUX drawdown since its inception was -35.74%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for CUSUX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
CUSUX vs. FXAIX - Volatility Comparison
Six Circles U.S. Unconstrained Equity Fund (CUSUX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 14.67% and 14.39%, 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.