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 0.88, 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
Key characteristics
AWGIX:
0.30
VOO:
0.52
AWGIX:
0.56
VOO:
0.89
AWGIX:
1.08
VOO:
1.13
AWGIX:
0.30
VOO:
0.57
AWGIX:
0.93
VOO:
2.18
AWGIX:
7.35%
VOO:
4.85%
AWGIX:
23.31%
VOO:
19.11%
AWGIX:
-52.77%
VOO:
-33.99%
AWGIX:
-9.95%
VOO:
-7.67%
Returns By Period
In the year-to-date period, AWGIX achieves a -1.90% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, AWGIX has underperformed VOO with an annualized return of 10.25%, while VOO has yielded a comparatively higher 12.42% annualized return.
AWGIX
-1.90%
6.88%
-9.85%
6.83%
13.75%
10.25%
VOO
-3.41%
3.92%
-5.06%
9.92%
15.85%
12.42%
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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 10.07%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWGIX CIBC Atlas All Cap Growth Fund | 10.07% | 9.88% | 1.17% | 6.87% | 11.20% | 7.87% | 10.11% | 20.24% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.34% | 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) and Vanguard S&P 500 ETF (VOO) have volatilities of 6.73% and 6.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.