AWGIX vs. VOO
Compare and contrast key facts about CIBC Atlas All Cap Growth Fund (AWGIX) and Vanguard S&P 500 ETF (VOO).
AWGIX is managed by CIBC Private Wealth Management. It was launched on Sep 28, 2007. 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: AWGIX or VOO.
Key characteristics
| AWGIX | VOO | |
|---|---|---|
| YTD Return | 8.11% | 6.62% |
| 1Y Return | 37.68% | 25.71% |
| 3Y Return (Ann) | 6.22% | 8.15% |
| 5Y Return (Ann) | 13.26% | 13.32% |
| 10Y Return (Ann) | 9.07% | 12.46% |
| Sharpe Ratio | 2.38 | 2.13 |
| Daily Std Dev | 15.67% | 11.67% |
| Max Drawdown | -52.78% | -33.99% |
| Current Drawdown | -4.92% | -3.56% |
Correlation
The correlation between AWGIX and VOO is 0.88, 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
AWGIX vs. VOO - Performance Comparison
In the year-to-date period, AWGIX achieves a 8.11% return, which is significantly higher than VOO's 6.62% return. Over the past 10 years, AWGIX has underperformed VOO with an annualized return of 9.07%, while VOO has yielded a comparatively higher 12.46% 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. VOO - Expense Ratio Comparison
AWGIX has a 0.96% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AWGIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas All Cap Growth Fund (AWGIX) 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
AWGIX vs. VOO - Dividend Comparison
AWGIX's dividend yield for the trailing twelve months is around 1.08%, less than VOO's 1.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWGIX CIBC Atlas All Cap Growth Fund | 1.08% | 1.17% | 6.87% | 11.20% | 7.87% | 10.11% | 20.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AWGIX vs. VOO - Drawdown Comparison
The maximum AWGIX drawdown since its inception was -52.78%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AWGIX and VOO. For additional features, visit the drawdowns tool.
Volatility
AWGIX vs. VOO - Volatility Comparison
CIBC Atlas All Cap Growth Fund (AWGIX) has a higher volatility of 5.28% compared to Vanguard S&P 500 ETF (VOO) at 4.04%. This indicates that AWGIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.