CUSUX vs. VOO
Compare and contrast key facts about Six Circles U.S. Unconstrained Equity Fund (CUSUX) and Vanguard S&P 500 ETF (VOO).
CUSUX is managed by Six Circles. It was launched on Jul 9, 2018. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CUSUX or VOO.
Correlation
The correlation between CUSUX and VOO is 0.97, 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. VOO - Performance Comparison
Key characteristics
CUSUX:
1.20
VOO:
1.89
CUSUX:
1.60
VOO:
2.54
CUSUX:
1.23
VOO:
1.35
CUSUX:
1.73
VOO:
2.83
CUSUX:
4.75
VOO:
11.83
CUSUX:
3.45%
VOO:
2.02%
CUSUX:
13.71%
VOO:
12.66%
CUSUX:
-35.74%
VOO:
-33.99%
CUSUX:
-5.29%
VOO:
-0.42%
Returns By Period
The year-to-date returns for both stocks are quite close, with CUSUX having a 4.19% return and VOO slightly lower at 4.17%.
CUSUX
4.19%
0.72%
4.35%
17.21%
10.81%
N/A
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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CUSUX vs. VOO - Expense Ratio Comparison
CUSUX has a 0.05% expense ratio, which is higher than VOO's 0.03% 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. VOO — Risk-Adjusted Performance Rank
CUSUX
VOO
CUSUX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Six Circles U.S. Unconstrained Equity Fund (CUSUX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
CUSUX's dividend yield for the trailing twelve months is around 1.24%, more than VOO's 1.19% 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% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CUSUX vs. VOO - Drawdown Comparison
The maximum CUSUX drawdown since its inception was -35.74%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CUSUX and VOO. For additional features, visit the drawdowns tool.
Volatility
CUSUX vs. VOO - Volatility Comparison
The current volatility for Six Circles U.S. Unconstrained Equity Fund (CUSUX) is 2.65%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that CUSUX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.