CUSUX vs. STIP
Compare and contrast key facts about Six Circles U.S. Unconstrained Equity Fund (CUSUX) and iShares 0-5 Year TIPS Bond ETF (STIP).
CUSUX is managed by Six Circles. It was launched on Jul 9, 2018. STIP is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index (Series-L). It was launched on Dec 1, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CUSUX or STIP.
Correlation
The correlation between CUSUX and STIP is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CUSUX vs. STIP - Performance Comparison
Loading data...
Key characteristics
CUSUX:
0.23
STIP:
3.25
CUSUX:
0.49
STIP:
4.98
CUSUX:
1.07
STIP:
1.73
CUSUX:
0.22
STIP:
6.89
CUSUX:
0.68
STIP:
21.00
CUSUX:
7.43%
STIP:
0.31%
CUSUX:
20.81%
STIP:
1.99%
CUSUX:
-35.74%
STIP:
-5.50%
CUSUX:
-9.46%
STIP:
-0.58%
Returns By Period
In the year-to-date period, CUSUX achieves a -0.40% return, which is significantly lower than STIP's 3.18% return.
CUSUX
-0.40%
13.93%
-6.52%
4.82%
14.06%
11.28%
N/A
STIP
3.18%
0.17%
3.32%
6.43%
3.30%
3.78%
2.79%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CUSUX vs. STIP - Expense Ratio Comparison
CUSUX has a 0.05% expense ratio, which is lower than STIP's 0.06% 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. STIP — Risk-Adjusted Performance Rank
CUSUX
STIP
CUSUX vs. STIP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Six Circles U.S. Unconstrained Equity Fund (CUSUX) and iShares 0-5 Year TIPS Bond ETF (STIP). 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.
Loading data...
Dividends
CUSUX vs. STIP - Dividend Comparison
CUSUX's dividend yield for the trailing twelve months is around 6.67%, more than STIP's 3.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CUSUX Six Circles U.S. Unconstrained Equity Fund | 6.67% | 6.64% | 1.19% | 2.68% | 16.48% | 1.55% | 1.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
STIP iShares 0-5 Year TIPS Bond ETF | 3.27% | 2.62% | 2.84% | 6.04% | 4.15% | 1.40% | 2.06% | 2.44% | 1.59% | 0.89% | 0.00% | 0.74% |
Drawdowns
CUSUX vs. STIP - Drawdown Comparison
The maximum CUSUX drawdown since its inception was -35.74%, which is greater than STIP's maximum drawdown of -5.50%. Use the drawdown chart below to compare losses from any high point for CUSUX and STIP. For additional features, visit the drawdowns tool.
Loading data...
Volatility
CUSUX vs. STIP - Volatility Comparison
Six Circles U.S. Unconstrained Equity Fund (CUSUX) has a higher volatility of 5.24% compared to iShares 0-5 Year TIPS Bond ETF (STIP) at 0.83%. This indicates that CUSUX's price experiences larger fluctuations and is considered to be riskier than STIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...