CUSUX vs. QQQ
Compare and contrast key facts about Six Circles U.S. Unconstrained Equity Fund (CUSUX) and Invesco QQQ (QQQ).
CUSUX is managed by Six Circles. It was launched on Jul 9, 2018. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CUSUX or QQQ.
Correlation
The correlation between CUSUX and QQQ is 0.90, 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. QQQ - Performance Comparison
Key characteristics
CUSUX:
1.20
QQQ:
1.40
CUSUX:
1.60
QQQ:
1.90
CUSUX:
1.23
QQQ:
1.25
CUSUX:
1.73
QQQ:
1.88
CUSUX:
4.75
QQQ:
6.51
CUSUX:
3.45%
QQQ:
3.92%
CUSUX:
13.71%
QQQ:
18.23%
CUSUX:
-35.74%
QQQ:
-82.98%
CUSUX:
-5.29%
QQQ:
-0.42%
Returns By Period
In the year-to-date period, CUSUX achieves a 4.19% return, which is significantly lower than QQQ's 5.09% return.
CUSUX
4.19%
0.72%
4.35%
17.21%
10.81%
N/A
QQQ
5.09%
2.37%
13.48%
26.98%
19.29%
18.32%
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CUSUX vs. QQQ - Expense Ratio Comparison
CUSUX has a 0.05% expense ratio, which is lower than QQQ's 0.20% 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. QQQ — Risk-Adjusted Performance Rank
CUSUX
QQQ
CUSUX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Six Circles U.S. Unconstrained Equity Fund (CUSUX) and Invesco QQQ (QQQ). 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. QQQ - Dividend Comparison
CUSUX's dividend yield for the trailing twelve months is around 1.24%, more than QQQ's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CUSUX Six Circles U.S. Unconstrained Equity Fund | 1.24% | 1.29% | 1.19% | 1.35% | 1.30% | 1.56% | 1.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QQQ Invesco QQQ | 0.53% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
CUSUX vs. QQQ - Drawdown Comparison
The maximum CUSUX drawdown since its inception was -35.74%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for CUSUX and QQQ. For additional features, visit the drawdowns tool.
Volatility
CUSUX vs. QQQ - Volatility Comparison
The current volatility for Six Circles U.S. Unconstrained Equity Fund (CUSUX) is 2.65%, while Invesco QQQ (QQQ) has a volatility of 4.70%. This indicates that CUSUX experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.