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 0.84, 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:
0.30
XMMO:
0.19
AWGIX:
0.56
XMMO:
0.50
AWGIX:
1.08
XMMO:
1.06
AWGIX:
0.30
XMMO:
0.23
AWGIX:
0.93
XMMO:
0.68
AWGIX:
7.35%
XMMO:
8.40%
AWGIX:
23.31%
XMMO:
24.48%
AWGIX:
-52.77%
XMMO:
-55.37%
AWGIX:
-9.95%
XMMO:
-11.54%
Returns By Period
In the year-to-date period, AWGIX achieves a -1.90% return, which is significantly higher than XMMO's -2.51% return. Over the past 10 years, AWGIX has underperformed XMMO with an annualized return of 10.25%, while XMMO has yielded a comparatively higher 14.78% annualized return.
AWGIX
-1.90%
6.88%
-9.85%
6.83%
13.75%
10.25%
XMMO
-2.51%
8.08%
-7.63%
4.69%
17.51%
14.78%
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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 10.07%, more than XMMO's 0.51% 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% |
XMMO Invesco S&P MidCap Momentum ETF | 0.51% | 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
The current volatility for CIBC Atlas All Cap Growth Fund (AWGIX) is 6.73%, while Invesco S&P MidCap Momentum ETF (XMMO) has a volatility of 7.58%. This indicates that AWGIX experiences smaller price fluctuations and is considered to be less risky than XMMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.