AWEIX vs. VSMPX
Compare and contrast key facts about CIBC Atlas Disciplined Equity Fund (AWEIX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX).
AWEIX is managed by CIBC Private Wealth Management. It was launched on Dec 1, 2005. VSMPX is managed by Vanguard. It was launched on Apr 28, 2015.
Performance
AWEIX vs. VSMPX - Performance Comparison
Loading graphics...
AWEIX vs. VSMPX - 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% |
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | -3.97% | 17.15% | 23.26% | 26.53% | -19.50% | 25.74% | 21.01% | 30.79% | -5.16% | 21.19% |
Returns By Period
In the year-to-date period, AWEIX achieves a -8.00% return, which is significantly lower than VSMPX's -3.97% return. Over the past 10 years, AWEIX has underperformed VSMPX with an annualized return of 11.95%, while VSMPX has yielded a comparatively higher 13.62% 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%
VSMPX
- 1D
- 2.97%
- 1M
- -5.09%
- YTD
- -3.97%
- 6M
- -1.96%
- 1Y
- 17.73%
- 3Y*
- 17.86%
- 5Y*
- 10.50%
- 10Y*
- 13.62%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AWEIX vs. VSMPX - Expense Ratio Comparison
AWEIX has a 0.72% expense ratio, which is higher than VSMPX's 0.02% expense ratio.
Return for Risk
AWEIX vs. VSMPX — Risk / Return Rank
AWEIX
VSMPX
AWEIX vs. VSMPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas Disciplined Equity Fund (AWEIX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX). 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 | VSMPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.36 | 0.98 | -0.62 |
Sortino ratioReturn per unit of downside risk | 0.64 | 1.50 | -0.87 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.23 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.55 | 1.51 | -0.96 |
Martin ratioReturn relative to average drawdown | 1.95 | 7.25 | -5.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AWEIX | VSMPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.36 | 0.98 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.61 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.74 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.74 | -0.23 |
Correlation
The correlation between AWEIX and VSMPX is 0.96, 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. VSMPX - Dividend Comparison
AWEIX's dividend yield for the trailing twelve months is around 15.81%, more than VSMPX's 1.18% 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% |
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | 1.18% | 1.13% | 1.27% | 1.43% | 1.67% | 1.22% | 1.43% | 1.78% | 2.05% | 1.73% | 1.95% | 0.00% |
Drawdowns
AWEIX vs. VSMPX - Drawdown Comparison
The maximum AWEIX drawdown since its inception was -51.13%, which is greater than VSMPX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for AWEIX and VSMPX.
Loading graphics...
Drawdown Indicators
| AWEIX | VSMPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.13% | -34.97% | -16.16% |
Max Drawdown (1Y)Largest decline over 1 year | -11.93% | -12.41% | +0.48% |
Max Drawdown (5Y)Largest decline over 5 years | -24.38% | -25.35% | +0.97% |
Max Drawdown (10Y)Largest decline over 10 years | -32.92% | -34.97% | +2.05% |
Current DrawdownCurrent decline from peak | -9.50% | -6.21% | -3.29% |
Average DrawdownAverage peak-to-trough decline | -6.46% | -4.65% | -1.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 2.59% | +0.77% |
Volatility
AWEIX vs. VSMPX - Volatility Comparison
The current volatility for CIBC Atlas Disciplined Equity Fund (AWEIX) is 5.21%, while Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) has a volatility of 5.49%. This indicates that AWEIX experiences smaller price fluctuations and is considered to be less risky than VSMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AWEIX | VSMPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.21% | 5.49% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 9.79% | -0.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.13% | 18.61% | -1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.49% | 17.37% | -0.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.77% | 18.39% | -0.62% |