CUSUX vs. JQUA
Compare and contrast key facts about Six Circles U.S. Unconstrained Equity Fund (CUSUX) and JPMorgan U.S. Quality Factor ETF (JQUA).
CUSUX is managed by Six Circles. It was launched on Jul 9, 2018. JQUA is a passively managed fund by JPMorgan Chase that tracks the performance of the JP Morgan US Quality Factor Index. It was launched on Nov 8, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CUSUX or JQUA.
Correlation
The correlation between CUSUX and JQUA is 0.95, 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. JQUA - Performance Comparison
Key characteristics
CUSUX:
0.18
JQUA:
0.64
CUSUX:
0.39
JQUA:
1.00
CUSUX:
1.06
JQUA:
1.15
CUSUX:
0.16
JQUA:
0.65
CUSUX:
0.55
JQUA:
2.78
CUSUX:
6.82%
JQUA:
3.96%
CUSUX:
20.49%
JQUA:
17.24%
CUSUX:
-35.74%
JQUA:
-32.92%
CUSUX:
-14.47%
JQUA:
-8.44%
Returns By Period
In the year-to-date period, CUSUX achieves a -5.92% return, which is significantly lower than JQUA's -2.89% return.
CUSUX
-5.92%
-0.85%
-10.07%
3.40%
10.94%
N/A
JQUA
-2.89%
-1.14%
-1.20%
10.73%
16.13%
N/A
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CUSUX vs. JQUA - Expense Ratio Comparison
CUSUX has a 0.05% expense ratio, which is lower than JQUA's 0.12% expense ratio. Despite the difference, 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. JQUA — Risk-Adjusted Performance Rank
CUSUX
JQUA
CUSUX vs. JQUA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Six Circles U.S. Unconstrained Equity Fund (CUSUX) and JPMorgan U.S. Quality Factor ETF (JQUA). 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. JQUA - Dividend Comparison
CUSUX's dividend yield for the trailing twelve months is around 1.37%, which matches JQUA's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
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% |
JQUA JPMorgan U.S. Quality Factor ETF | 1.36% | 1.24% | 1.22% | 1.60% | 1.32% | 1.44% | 1.67% | 2.10% | 0.40% |
Drawdowns
CUSUX vs. JQUA - Drawdown Comparison
The maximum CUSUX drawdown since its inception was -35.74%, which is greater than JQUA's maximum drawdown of -32.92%. Use the drawdown chart below to compare losses from any high point for CUSUX and JQUA. For additional features, visit the drawdowns tool.
Volatility
CUSUX vs. JQUA - Volatility Comparison
Six Circles U.S. Unconstrained Equity Fund (CUSUX) has a higher volatility of 14.67% compared to JPMorgan U.S. Quality Factor ETF (JQUA) at 12.74%. This indicates that CUSUX's price experiences larger fluctuations and is considered to be riskier than JQUA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.