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 0.15, 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
Key characteristics
CUSUX:
1.20
STIP:
3.68
CUSUX:
1.60
STIP:
5.79
CUSUX:
1.23
STIP:
1.79
CUSUX:
1.73
STIP:
8.17
CUSUX:
4.75
STIP:
23.98
CUSUX:
3.45%
STIP:
0.26%
CUSUX:
13.71%
STIP:
1.69%
CUSUX:
-35.74%
STIP:
-5.50%
CUSUX:
-5.29%
STIP:
0.00%
Returns By Period
In the year-to-date period, CUSUX achieves a 4.19% return, which is significantly higher than STIP's 1.37% return.
CUSUX
4.19%
0.72%
4.35%
17.21%
10.81%
N/A
STIP
1.37%
0.87%
2.57%
6.17%
3.55%
2.70%
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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.
Dividends
CUSUX vs. STIP - Dividend Comparison
CUSUX's dividend yield for the trailing twelve months is around 1.24%, less than STIP's 2.61% 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% |
STIP iShares 0-5 Year TIPS Bond ETF | 2.61% | 2.62% | 2.84% | 6.04% | 4.15% | 1.40% | 2.06% | 2.43% | 1.59% | 0.89% | 0.00% | 0.75% |
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.
Volatility
CUSUX vs. STIP - Volatility Comparison
Six Circles U.S. Unconstrained Equity Fund (CUSUX) has a higher volatility of 2.65% compared to iShares 0-5 Year TIPS Bond ETF (STIP) at 0.40%. 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.