AWEIX vs. VOO
Compare and contrast key facts about CIBC Atlas Disciplined Equity Fund (AWEIX) and Vanguard S&P 500 ETF (VOO).
AWEIX is managed by CIBC Private Wealth Management. It was launched on Dec 1, 2005. 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: AWEIX or VOO.
Correlation
The correlation between AWEIX and VOO 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
AWEIX vs. VOO - Performance Comparison
Key characteristics
AWEIX:
1.46
VOO:
2.25
AWEIX:
1.95
VOO:
2.98
AWEIX:
1.28
VOO:
1.42
AWEIX:
1.12
VOO:
3.31
AWEIX:
10.52
VOO:
14.77
AWEIX:
1.66%
VOO:
1.90%
AWEIX:
11.94%
VOO:
12.46%
AWEIX:
-55.48%
VOO:
-33.99%
AWEIX:
-3.22%
VOO:
-2.47%
Returns By Period
In the year-to-date period, AWEIX achieves a 20.03% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, AWEIX has underperformed VOO with an annualized return of 8.69%, while VOO has yielded a comparatively higher 13.08% annualized return.
AWEIX
20.03%
-0.60%
6.62%
20.78%
8.72%
8.69%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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AWEIX vs. VOO - Expense Ratio Comparison
AWEIX has a 0.72% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AWEIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas Disciplined Equity Fund (AWEIX) 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
AWEIX vs. VOO - Dividend Comparison
AWEIX's dividend yield for the trailing twelve months is around 0.74%, less than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWEIX CIBC Atlas Disciplined Equity Fund | 0.74% | 0.88% | 0.92% | 0.48% | 0.59% | 0.81% | 1.80% | 0.81% | 0.91% | 0.98% | 0.80% | 0.89% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AWEIX vs. VOO - Drawdown Comparison
The maximum AWEIX drawdown since its inception was -55.48%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AWEIX and VOO. For additional features, visit the drawdowns tool.
Volatility
AWEIX vs. VOO - Volatility Comparison
The current volatility for CIBC Atlas Disciplined Equity Fund (AWEIX) is 3.53%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.75%. This indicates that AWEIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.