CUSUX vs. VTI
Compare and contrast key facts about Six Circles U.S. Unconstrained Equity Fund (CUSUX) and Vanguard Total Stock Market ETF (VTI).
CUSUX is managed by Six Circles. It was launched on Jul 9, 2018. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CUSUX or VTI.
Correlation
The correlation between CUSUX and VTI 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. VTI - Performance Comparison
Key characteristics
CUSUX:
1.37
VTI:
1.91
CUSUX:
1.80
VTI:
2.58
CUSUX:
1.26
VTI:
1.35
CUSUX:
1.99
VTI:
2.89
CUSUX:
5.51
VTI:
11.50
CUSUX:
3.41%
VTI:
2.16%
CUSUX:
13.73%
VTI:
12.93%
CUSUX:
-35.74%
VTI:
-55.45%
CUSUX:
-4.82%
VTI:
-0.11%
Returns By Period
In the year-to-date period, CUSUX achieves a 4.71% return, which is significantly higher than VTI's 4.15% return.
CUSUX
4.71%
2.76%
5.23%
16.46%
10.61%
N/A
VTI
4.15%
2.77%
11.19%
22.47%
13.69%
12.71%
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CUSUX vs. VTI - Expense Ratio Comparison
CUSUX has a 0.05% expense ratio, which is higher than VTI'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. VTI — Risk-Adjusted Performance Rank
CUSUX
VTI
CUSUX vs. VTI - 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 Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
CUSUX's dividend yield for the trailing twelve months is around 1.23%, which matches VTI's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CUSUX Six Circles U.S. Unconstrained Equity Fund | 1.23% | 1.29% | 1.19% | 1.35% | 1.30% | 1.56% | 1.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.22% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
CUSUX vs. VTI - Drawdown Comparison
The maximum CUSUX drawdown since its inception was -35.74%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for CUSUX and VTI. For additional features, visit the drawdowns tool.
Volatility
CUSUX vs. VTI - Volatility Comparison
The current volatility for Six Circles U.S. Unconstrained Equity Fund (CUSUX) is 2.74%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 3.14%. This indicates that CUSUX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.