AWGIX vs. SPYG
Compare and contrast key facts about CIBC Atlas All Cap Growth Fund (AWGIX) and State Street SPDR Portfolio S&P 500 Growth ETF (SPYG).
AWGIX is managed by CIBC Private Wealth Management. It was launched on Sep 28, 2007. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Performance
AWGIX vs. SPYG - Performance Comparison
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AWGIX vs. SPYG - 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% |
SPYG State Street SPDR Portfolio S&P 500 Growth ETF | -8.12% | 22.09% | 35.99% | 30.02% | -29.41% | 32.01% | 33.46% | 30.84% | -0.12% | 27.24% |
Returns By Period
In the year-to-date period, AWGIX achieves a -12.17% return, which is significantly lower than SPYG's -8.12% return. Over the past 10 years, AWGIX has underperformed SPYG with an annualized return of 10.10%, while SPYG has yielded a comparatively higher 15.75% 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%
SPYG
- 1D
- 4.08%
- 1M
- -5.34%
- YTD
- -8.12%
- 6M
- -6.05%
- 1Y
- 22.51%
- 3Y*
- 21.85%
- 5Y*
- 12.24%
- 10Y*
- 15.75%
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AWGIX vs. SPYG - Expense Ratio Comparison
AWGIX has a 0.96% expense ratio, which is higher than SPYG's 0.04% expense ratio.
Return for Risk
AWGIX vs. SPYG — Risk / Return Rank
AWGIX
SPYG
AWGIX vs. SPYG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas All Cap Growth Fund (AWGIX) and State Street SPDR Portfolio S&P 500 Growth ETF (SPYG). 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 | SPYG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | 1.01 | -1.00 |
Sortino ratioReturn per unit of downside risk | 0.16 | 1.58 | -1.42 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.22 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | -0.12 | 1.66 | -1.78 |
Martin ratioReturn relative to average drawdown | -0.40 | 6.54 | -6.94 |
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 | SPYG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | 1.01 | -1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.58 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.77 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.31 | -0.03 |
Correlation
The correlation between AWGIX and SPYG is 0.90, 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. SPYG - Dividend Comparison
AWGIX's dividend yield for the trailing twelve months is around 6.42%, more than SPYG's 0.58% 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% |
SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 0.58% | 0.52% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.37% | 1.51% | 1.41% | 1.55% | 1.57% |
Drawdowns
AWGIX vs. SPYG - Drawdown Comparison
The maximum AWGIX drawdown since its inception was -52.83%, smaller than the maximum SPYG drawdown of -67.63%. Use the drawdown chart below to compare losses from any high point for AWGIX and SPYG.
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Drawdown Indicators
| AWGIX | SPYG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.83% | -67.63% | +14.80% |
Max Drawdown (1Y)Largest decline over 1 year | -17.32% | -13.76% | -3.56% |
Max Drawdown (5Y)Largest decline over 5 years | -33.79% | -32.67% | -1.12% |
Max Drawdown (10Y)Largest decline over 10 years | -34.47% | -32.67% | -1.80% |
Current DrawdownCurrent decline from peak | -20.09% | -10.24% | -9.85% |
Average DrawdownAverage peak-to-trough decline | -12.42% | -24.48% | +12.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.15% | 3.50% | +1.65% |
Volatility
AWGIX vs. SPYG - Volatility Comparison
The current volatility for CIBC Atlas All Cap Growth Fund (AWGIX) is 5.74%, while State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 7.20%. This indicates that AWGIX experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AWGIX | SPYG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.74% | 7.20% | -1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 12.59% | 12.83% | -0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.54% | 22.39% | -1.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.32% | 21.13% | -0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.01% | 20.57% | +0.44% |