AWGIX vs. XMMO
Compare and contrast key facts about CIBC Atlas All Cap Growth Fund (AWGIX) and Invesco S&P MidCap Momentum ETF (XMMO).
AWGIX is managed by CIBC Private Wealth Management. It was launched on Sep 28, 2007. XMMO is a passively managed fund by Invesco that tracks the performance of the S&P MidCap 400 Index. It was launched on Mar 3, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWGIX or XMMO.
Correlation
The correlation between AWGIX and XMMO is 0.85, 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. XMMO - Performance Comparison
Key characteristics
AWGIX:
0.76
XMMO:
2.31
AWGIX:
1.10
XMMO:
3.16
AWGIX:
1.15
XMMO:
1.39
AWGIX:
0.69
XMMO:
4.97
AWGIX:
3.32
XMMO:
12.46
AWGIX:
4.39%
XMMO:
3.71%
AWGIX:
19.18%
XMMO:
20.03%
AWGIX:
-52.77%
XMMO:
-55.37%
AWGIX:
-12.82%
XMMO:
-4.74%
Returns By Period
In the year-to-date period, AWGIX achieves a 1.64% return, which is significantly lower than XMMO's 4.99% return. Over the past 10 years, AWGIX has underperformed XMMO with an annualized return of 4.47%, while XMMO has yielded a comparatively higher 16.09% annualized return.
AWGIX
1.64%
-4.75%
0.59%
11.70%
5.56%
4.47%
XMMO
4.99%
4.79%
12.49%
44.86%
16.34%
16.09%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AWGIX vs. XMMO - Expense Ratio Comparison
AWGIX has a 0.96% expense ratio, which is higher than XMMO's 0.33% expense ratio.
Risk-Adjusted Performance
AWGIX vs. XMMO — Risk-Adjusted Performance Rank
AWGIX
XMMO
AWGIX vs. XMMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas All Cap Growth Fund (AWGIX) and Invesco S&P MidCap Momentum ETF (XMMO). 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. XMMO - Dividend Comparison
AWGIX's dividend yield for the trailing twelve months is around 2.56%, more than XMMO's 0.32% 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% |
XMMO Invesco S&P MidCap Momentum ETF | 0.32% | 0.34% | 0.80% | 1.43% | 0.41% | 0.61% | 0.60% | 0.19% | 0.21% | 0.22% | 0.64% | 1.24% |
Drawdowns
AWGIX vs. XMMO - Drawdown Comparison
The maximum AWGIX drawdown since its inception was -52.77%, roughly equal to the maximum XMMO drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for AWGIX and XMMO. For additional features, visit the drawdowns tool.
Volatility
AWGIX vs. XMMO - Volatility Comparison
CIBC Atlas All Cap Growth Fund (AWGIX) has a higher volatility of 8.49% compared to Invesco S&P MidCap Momentum ETF (XMMO) at 6.21%. This indicates that AWGIX's price experiences larger fluctuations and is considered to be riskier than XMMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.