AWGIX vs. SCHD
Compare and contrast key facts about CIBC Atlas All Cap Growth Fund (AWGIX) and Schwab US Dividend Equity ETF (SCHD).
AWGIX is managed by CIBC Private Wealth Management. It was launched on Sep 28, 2007. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWGIX or SCHD.
Key characteristics
| AWGIX | SCHD | |
|---|---|---|
| YTD Return | 27.06% | 16.94% |
| 1Y Return | 38.01% | 26.08% |
| 3Y Return (Ann) | -0.14% | 6.78% |
| 5Y Return (Ann) | 7.45% | 12.63% |
| 10Y Return (Ann) | 4.23% | 11.59% |
| Sharpe Ratio | 2.15 | 2.44 |
| Sortino Ratio | 2.89 | 3.51 |
| Omega Ratio | 1.39 | 1.43 |
| Calmar Ratio | 1.30 | 3.30 |
| Martin Ratio | 15.25 | 13.27 |
| Ulcer Index | 2.45% | 2.04% |
| Daily Std Dev | 17.36% | 11.07% |
| Max Drawdown | -52.77% | -33.37% |
| Current Drawdown | -3.93% | -0.96% |
Correlation
The correlation between AWGIX and SCHD is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AWGIX vs. SCHD - Performance Comparison
In the year-to-date period, AWGIX achieves a 27.06% return, which is significantly higher than SCHD's 16.94% return. Over the past 10 years, AWGIX has underperformed SCHD with an annualized return of 4.23%, while SCHD has yielded a comparatively higher 11.59% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AWGIX vs. SCHD - Expense Ratio Comparison
AWGIX has a 0.96% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
AWGIX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas All Cap Growth Fund (AWGIX) and Schwab US Dividend Equity ETF (SCHD). 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
AWGIX vs. SCHD - Dividend Comparison
AWGIX has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.38%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWGIX CIBC Atlas All Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.38% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
AWGIX vs. SCHD - Drawdown Comparison
The maximum AWGIX drawdown since its inception was -52.77%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for AWGIX and SCHD. For additional features, visit the drawdowns tool.
Volatility
AWGIX vs. SCHD - Volatility Comparison
CIBC Atlas All Cap Growth Fund (AWGIX) has a higher volatility of 6.22% compared to Schwab US Dividend Equity ETF (SCHD) at 3.44%. This indicates that AWGIX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.