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.
Correlation
The correlation between AWGIX and VOO is 0.87, 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
Key characteristics
AWGIX:
0.76
VOO:
2.21
AWGIX:
1.10
VOO:
2.92
AWGIX:
1.15
VOO:
1.41
AWGIX:
0.69
VOO:
3.34
AWGIX:
3.32
VOO:
14.07
AWGIX:
4.39%
VOO:
2.01%
AWGIX:
19.18%
VOO:
12.80%
AWGIX:
-52.77%
VOO:
-33.99%
AWGIX:
-12.82%
VOO:
-1.36%
Returns By Period
In the year-to-date period, AWGIX achieves a 1.64% return, which is significantly lower than VOO's 1.98% return. Over the past 10 years, AWGIX has underperformed VOO with an annualized return of 4.47%, while VOO has yielded a comparatively higher 13.52% annualized return.
AWGIX
1.64%
-4.75%
0.59%
11.70%
5.56%
4.47%
VOO
1.98%
2.24%
9.59%
27.12%
14.29%
13.52%
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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 Rank
AWGIX
VOO
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 2.56%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWGIX CIBC Atlas All Cap Growth Fund | 2.56% | 2.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
AWGIX vs. VOO - Drawdown Comparison
The maximum AWGIX drawdown since its inception was -52.77%, 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 8.49% compared to Vanguard S&P 500 ETF (VOO) at 5.05%. 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.