CUSUX vs. SCHG
Compare and contrast key facts about Six Circles U.S. Unconstrained Equity Fund (CUSUX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
CUSUX is managed by Six Circles. It was launched on Jul 9, 2018. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CUSUX or SCHG.
Correlation
The correlation between CUSUX and SCHG is 0.93, 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. SCHG - Performance Comparison
Key characteristics
CUSUX:
1.09
SCHG:
1.52
CUSUX:
1.47
SCHG:
2.04
CUSUX:
1.21
SCHG:
1.28
CUSUX:
1.59
SCHG:
2.22
CUSUX:
4.34
SCHG:
8.37
CUSUX:
3.48%
SCHG:
3.28%
CUSUX:
13.84%
SCHG:
18.10%
CUSUX:
-35.74%
SCHG:
-34.59%
CUSUX:
-7.01%
SCHG:
-3.75%
Returns By Period
In the year-to-date period, CUSUX achieves a 2.30% return, which is significantly higher than SCHG's 0.50% return.
CUSUX
2.30%
-1.77%
1.19%
12.64%
10.40%
N/A
SCHG
0.50%
-3.01%
9.81%
23.72%
18.13%
16.12%
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CUSUX vs. SCHG - Expense Ratio Comparison
CUSUX has a 0.05% expense ratio, which is higher than SCHG's 0.04% 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. SCHG — Risk-Adjusted Performance Rank
CUSUX
SCHG
CUSUX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Six Circles U.S. Unconstrained Equity Fund (CUSUX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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. SCHG - Dividend Comparison
CUSUX's dividend yield for the trailing twelve months is around 1.26%, more than SCHG's 0.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CUSUX Six Circles U.S. Unconstrained Equity Fund | 1.26% | 1.29% | 1.19% | 1.35% | 1.30% | 1.56% | 1.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.39% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
CUSUX vs. SCHG - Drawdown Comparison
The maximum CUSUX drawdown since its inception was -35.74%, roughly equal to the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for CUSUX and SCHG. For additional features, visit the drawdowns tool.
Volatility
CUSUX vs. SCHG - Volatility Comparison
The current volatility for Six Circles U.S. Unconstrained Equity Fund (CUSUX) is 3.15%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.41%. This indicates that CUSUX experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.