AWGIX vs. SCHG
Compare and contrast key facts about CIBC Atlas All Cap Growth Fund (AWGIX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
AWGIX is managed by CIBC Private Wealth Management. It was launched on Sep 28, 2007. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. It was launched on Dec 11, 2009.
Performance
AWGIX vs. SCHG - Performance Comparison
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AWGIX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AWGIX CIBC Atlas All Cap Growth Fund | -12.17% | 6.07% | 13.44% | 35.47% | -29.76% | 25.42% | 29.80% | 36.12% | 2.01% | 19.10% |
SCHG Schwab U.S. Large-Cap Growth ETF | -10.59% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -1.36% | 28.05% |
Returns By Period
In the year-to-date period, AWGIX achieves a -12.17% return, which is significantly lower than SCHG's -10.59% return. Over the past 10 years, AWGIX has underperformed SCHG with an annualized return of 10.10%, while SCHG has yielded a comparatively higher 16.83% annualized return.
AWGIX
- 1D
- -1.05%
- 1M
- -10.78%
- YTD
- -12.17%
- 6M
- -13.98%
- 1Y
- 0.19%
- 3Y*
- 10.70%
- 5Y*
- 4.69%
- 10Y*
- 10.10%
SCHG
- 1D
- 3.67%
- 1M
- -5.12%
- YTD
- -10.59%
- 6M
- -8.51%
- 1Y
- 16.81%
- 3Y*
- 21.91%
- 5Y*
- 12.55%
- 10Y*
- 16.83%
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AWGIX vs. SCHG - Expense Ratio Comparison
AWGIX has a 0.96% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Return for Risk
AWGIX vs. SCHG — Risk / Return Rank
AWGIX
SCHG
AWGIX vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas All Cap Growth Fund (AWGIX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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.
| AWGIX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | 0.75 | -0.74 |
Sortino ratioReturn per unit of downside risk | 0.16 | 1.23 | -1.07 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.17 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | -0.12 | 1.03 | -1.15 |
Martin ratioReturn relative to average drawdown | -0.40 | 3.54 | -3.94 |
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
| AWGIX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | 0.75 | -0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.57 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.79 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.79 | -0.50 |
Correlation
The correlation between AWGIX and SCHG 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
AWGIX vs. SCHG - Dividend Comparison
AWGIX's dividend yield for the trailing twelve months is around 6.42%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWGIX CIBC Atlas All Cap Growth Fund | 6.42% | 5.64% | 2.60% | 1.17% | 6.87% | 11.20% | 7.87% | 10.11% | 20.24% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
AWGIX vs. SCHG - Drawdown Comparison
The maximum AWGIX drawdown since its inception was -52.83%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for AWGIX and SCHG.
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Drawdown Indicators
| AWGIX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.83% | -34.59% | -18.24% |
Max Drawdown (1Y)Largest decline over 1 year | -17.32% | -16.41% | -0.91% |
Max Drawdown (5Y)Largest decline over 5 years | -33.79% | -34.59% | +0.80% |
Max Drawdown (10Y)Largest decline over 10 years | -34.47% | -34.59% | +0.12% |
Current DrawdownCurrent decline from peak | -20.09% | -13.34% | -6.75% |
Average DrawdownAverage peak-to-trough decline | -12.42% | -5.22% | -7.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.15% | 4.78% | +0.37% |
Volatility
AWGIX vs. SCHG - Volatility Comparison
The current volatility for CIBC Atlas All Cap Growth Fund (AWGIX) is 5.74%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 6.67%. This indicates that AWGIX experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AWGIX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.74% | 6.67% | -0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 12.59% | 12.51% | +0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.54% | 22.43% | -1.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.32% | 22.32% | -2.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.01% | 21.51% | -0.50% |