CUSUX vs. VOOV
Compare and contrast key facts about Six Circles U.S. Unconstrained Equity Fund (CUSUX) and Vanguard S&P 500 Value ETF (VOOV).
CUSUX is managed by Six Circles. It was launched on Jul 9, 2018. VOOV is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Value 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 VOOV.
Correlation
The correlation between CUSUX and VOOV is 0.83, 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. VOOV - Performance Comparison
Key characteristics
CUSUX:
1.09
VOOV:
1.30
CUSUX:
1.47
VOOV:
1.87
CUSUX:
1.21
VOOV:
1.23
CUSUX:
1.59
VOOV:
1.62
CUSUX:
4.34
VOOV:
4.66
CUSUX:
3.48%
VOOV:
2.87%
CUSUX:
13.84%
VOOV:
10.29%
CUSUX:
-35.74%
VOOV:
-37.31%
CUSUX:
-7.01%
VOOV:
-4.14%
Returns By Period
In the year-to-date period, CUSUX achieves a 2.30% return, which is significantly lower than VOOV's 2.96% return.
CUSUX
2.30%
-1.77%
1.19%
12.64%
10.40%
N/A
VOOV
2.96%
0.64%
2.86%
12.10%
10.99%
10.07%
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CUSUX vs. VOOV - Expense Ratio Comparison
CUSUX has a 0.05% expense ratio, which is lower than VOOV's 0.10% 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. VOOV — Risk-Adjusted Performance Rank
CUSUX
VOOV
CUSUX vs. VOOV - 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 Value ETF (VOOV). 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. VOOV - Dividend Comparison
CUSUX's dividend yield for the trailing twelve months is around 1.26%, less than VOOV's 2.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CUSUX Six Circles U.S. Unconstrained Equity Fund | 1.26% | 1.29% | 1.19% | 1.35% | 1.30% | 1.56% | 1.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOOV Vanguard S&P 500 Value ETF | 2.04% | 2.10% | 1.69% | 2.19% | 1.87% | 2.45% | 2.10% | 2.65% | 2.13% | 2.24% | 2.36% | 1.98% |
Drawdowns
CUSUX vs. VOOV - Drawdown Comparison
The maximum CUSUX drawdown since its inception was -35.74%, roughly equal to the maximum VOOV drawdown of -37.31%. Use the drawdown chart below to compare losses from any high point for CUSUX and VOOV. For additional features, visit the drawdowns tool.
Volatility
CUSUX vs. VOOV - Volatility Comparison
Six Circles U.S. Unconstrained Equity Fund (CUSUX) has a higher volatility of 3.15% compared to Vanguard S&P 500 Value ETF (VOOV) at 2.48%. This indicates that CUSUX's price experiences larger fluctuations and is considered to be riskier than VOOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.