CUSUX vs. VOO

In the year-to-date period, CUSUX achieves a -0.40% return, which is significantly lower than VOO's -0.22% return.

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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%.

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.

The current CUSUX Sharpe Ratio is 0.23, which is lower than the VOO Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of CUSUX and VOO, 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 VOO's 1.30% yield.

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.

Six Circles U.S. Unconstrained Equity Fund (CUSUX) has a higher volatility of 5.24% compared to Vanguard S&P 500 ETF (VOO) at 4.80%. 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.