CUSUX vs. SPHQ

In the year-to-date period, CUSUX achieves a -0.40% return, which is significantly lower than SPHQ's 4.13% return.

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CUSUX has a 0.05% expense ratio, which is lower than SPHQ's 0.15% 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%.

This table presents a comparison of risk-adjusted performance metrics for Six Circles U.S. Unconstrained Equity Fund (CUSUX) and Invesco S&P 500® Quality ETF (SPHQ). 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.

The current CUSUX Sharpe Ratio is 0.23, which is lower than the SPHQ Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of CUSUX and SPHQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CUSUX's dividend yield for the trailing twelve months is around 6.67%, more than SPHQ's 1.10% yield.

The maximum CUSUX drawdown since its inception was -35.74%, smaller than the maximum SPHQ drawdown of -57.83%. Use the drawdown chart below to compare losses from any high point for CUSUX and SPHQ. For additional features, visit the drawdowns tool.

Six Circles U.S. Unconstrained Equity Fund (CUSUX) has a higher volatility of 5.24% compared to Invesco S&P 500® Quality ETF (SPHQ) at 3.97%. This indicates that CUSUX's price experiences larger fluctuations and is considered to be riskier than SPHQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.