AWEIX vs. RSP
Compare and contrast key facts about CIBC Atlas Disciplined Equity Fund (AWEIX) and Invesco S&P 500 Equal Weight ETF (RSP).
AWEIX is managed by CIBC Private Wealth Management. It was launched on Dec 1, 2005. RSP is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weight Index. It was launched on Apr 24, 2003.
Performance
AWEIX vs. RSP - Performance Comparison
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AWEIX vs. RSP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AWEIX CIBC Atlas Disciplined Equity Fund | -8.00% | 11.55% | 19.26% | 20.74% | -18.97% | 25.71% | 19.27% | 30.63% | 0.84% | 20.89% |
RSP Invesco S&P 500 Equal Weight ETF | 0.94% | 11.21% | 12.79% | 13.70% | -11.62% | 29.41% | 12.66% | 28.91% | -7.84% | 18.52% |
Returns By Period
In the year-to-date period, AWEIX achieves a -8.00% return, which is significantly lower than RSP's 0.94% return. Over the past 10 years, AWEIX has outperformed RSP with an annualized return of 11.95%, while RSP has yielded a comparatively lower 11.21% annualized return.
AWEIX
- 1D
- 2.73%
- 1M
- -5.28%
- YTD
- -8.00%
- 6M
- -6.92%
- 1Y
- 5.75%
- 3Y*
- 12.42%
- 5Y*
- 7.40%
- 10Y*
- 11.95%
RSP
- 1D
- 0.32%
- 1M
- -5.49%
- YTD
- 0.94%
- 6M
- 2.11%
- 1Y
- 12.90%
- 3Y*
- 11.84%
- 5Y*
- 7.88%
- 10Y*
- 11.21%
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AWEIX vs. RSP - Expense Ratio Comparison
AWEIX has a 0.72% expense ratio, which is higher than RSP's 0.20% expense ratio.
Return for Risk
AWEIX vs. RSP — Risk / Return Rank
AWEIX
RSP
AWEIX vs. RSP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas Disciplined Equity Fund (AWEIX) and Invesco S&P 500 Equal Weight ETF (RSP). 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.
| AWEIX | RSP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.36 | 0.75 | -0.40 |
Sortino ratioReturn per unit of downside risk | 0.64 | 1.17 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.17 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.55 | 1.04 | -0.49 |
Martin ratioReturn relative to average drawdown | 1.95 | 4.64 | -2.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AWEIX | RSP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.36 | 0.75 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.49 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.61 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.55 | -0.04 |
Correlation
The correlation between AWEIX and RSP is 0.91, 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.
Dividends
AWEIX vs. RSP - Dividend Comparison
AWEIX's dividend yield for the trailing twelve months is around 15.81%, more than RSP's 1.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWEIX CIBC Atlas Disciplined Equity Fund | 15.81% | 14.54% | 6.39% | 4.72% | 4.13% | 7.09% | 2.52% | 2.08% | 8.91% | 2.68% | 1.49% | 5.46% |
RSP Invesco S&P 500 Equal Weight ETF | 1.62% | 1.64% | 1.52% | 1.64% | 1.82% | 1.28% | 1.64% | 1.69% | 2.02% | 1.52% | 1.20% | 1.70% |
Drawdowns
AWEIX vs. RSP - Drawdown Comparison
The maximum AWEIX drawdown since its inception was -51.13%, smaller than the maximum RSP drawdown of -59.92%. Use the drawdown chart below to compare losses from any high point for AWEIX and RSP.
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Drawdown Indicators
| AWEIX | RSP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.13% | -59.92% | +8.79% |
Max Drawdown (1Y)Largest decline over 1 year | -11.93% | -12.54% | +0.61% |
Max Drawdown (5Y)Largest decline over 5 years | -24.38% | -21.38% | -3.00% |
Max Drawdown (10Y)Largest decline over 10 years | -32.92% | -39.04% | +6.12% |
Current DrawdownCurrent decline from peak | -9.50% | -5.66% | -3.84% |
Average DrawdownAverage peak-to-trough decline | -6.46% | -6.69% | +0.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 2.80% | +0.56% |
Volatility
AWEIX vs. RSP - Volatility Comparison
CIBC Atlas Disciplined Equity Fund (AWEIX) has a higher volatility of 5.21% compared to Invesco S&P 500 Equal Weight ETF (RSP) at 4.40%. This indicates that AWEIX's price experiences larger fluctuations and is considered to be riskier than RSP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AWEIX | RSP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.21% | 4.40% | +0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 8.84% | +0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.13% | 17.16% | -0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.49% | 16.20% | +0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.77% | 18.36% | -0.59% |