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 0.98, 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:
0.18
VOO:
0.54
CUSUX:
0.39
VOO:
0.88
CUSUX:
1.06
VOO:
1.13
CUSUX:
0.16
VOO:
0.55
CUSUX:
0.55
VOO:
2.27
CUSUX:
6.82%
VOO:
4.55%
CUSUX:
20.49%
VOO:
19.19%
CUSUX:
-35.74%
VOO:
-33.99%
CUSUX:
-14.47%
VOO:
-9.90%
Returns By Period
The year-to-date returns for both investments are quite close, with CUSUX having a -5.92% return and VOO slightly higher at -5.74%.
CUSUX
-5.92%
-3.02%
-10.07%
3.40%
10.78%
N/A
VOO
-5.74%
-2.90%
-4.28%
9.78%
15.72%
12.12%
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. 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 1.37%, which matches VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CUSUX Six Circles U.S. Unconstrained Equity Fund | 1.37% | 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 | 1.38% | 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
Six Circles U.S. Unconstrained Equity Fund (CUSUX) has a higher volatility of 14.67% compared to Vanguard S&P 500 ETF (VOO) at 13.96%. This indicates that CUSUX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.