AWMIX vs. VOT
Compare and contrast key facts about CIBC Atlas Mid Cap Equity Fund (AWMIX) and Vanguard Mid-Cap Growth ETF (VOT).
AWMIX is managed by CIBC Private Wealth Management. It was launched on Jun 27, 2014. VOT is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Growth Index. It was launched on Aug 17, 2006.
Performance
AWMIX vs. VOT - Performance Comparison
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AWMIX vs. VOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AWMIX CIBC Atlas Mid Cap Equity Fund | -2.34% | 2.14% | 4.16% | 19.63% | -23.66% | 19.86% | 18.38% | 34.57% | -6.76% | 20.87% |
VOT Vanguard Mid-Cap Growth ETF | -6.47% | 10.72% | 16.38% | 23.10% | -28.87% | 20.50% | 34.50% | 33.76% | -5.56% | 21.80% |
Returns By Period
In the year-to-date period, AWMIX achieves a -2.34% return, which is significantly higher than VOT's -6.47% return. Over the past 10 years, AWMIX has underperformed VOT with an annualized return of 7.74%, while VOT has yielded a comparatively higher 10.76% annualized return.
AWMIX
- 1D
- 3.12%
- 1M
- -7.01%
- YTD
- -2.34%
- 6M
- -5.57%
- 1Y
- 5.58%
- 3Y*
- 5.21%
- 5Y*
- 1.69%
- 10Y*
- 7.74%
VOT
- 1D
- 1.24%
- 1M
- -6.14%
- YTD
- -6.47%
- 6M
- -11.02%
- 1Y
- 6.52%
- 3Y*
- 10.95%
- 5Y*
- 4.30%
- 10Y*
- 10.76%
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AWMIX vs. VOT - Expense Ratio Comparison
AWMIX has a 0.83% expense ratio, which is higher than VOT's 0.07% expense ratio.
Return for Risk
AWMIX vs. VOT — Risk / Return Rank
AWMIX
VOT
AWMIX vs. VOT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas Mid Cap Equity Fund (AWMIX) and Vanguard Mid-Cap Growth ETF (VOT). 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.
| AWMIX | VOT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.31 | 0.31 | 0.00 |
Sortino ratioReturn per unit of downside risk | 0.59 | 0.59 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.08 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.49 | 0.45 | +0.04 |
Martin ratioReturn relative to average drawdown | 1.83 | 1.40 | +0.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AWMIX | VOT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.31 | 0.31 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.20 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.52 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.42 | -0.02 |
Correlation
The correlation between AWMIX and VOT is 0.96, 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.
Dividends
AWMIX vs. VOT - Dividend Comparison
AWMIX's dividend yield for the trailing twelve months is around 11.52%, more than VOT's 0.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWMIX CIBC Atlas Mid Cap Equity Fund | 11.52% | 11.25% | 0.00% | 4.34% | 1.57% | 10.46% | 2.48% | 0.00% | 0.00% | 0.00% | 1.34% | 0.09% |
VOT Vanguard Mid-Cap Growth ETF | 0.71% | 0.64% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% |
Drawdowns
AWMIX vs. VOT - Drawdown Comparison
The maximum AWMIX drawdown since its inception was -37.53%, smaller than the maximum VOT drawdown of -60.16%. Use the drawdown chart below to compare losses from any high point for AWMIX and VOT.
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Drawdown Indicators
| AWMIX | VOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.53% | -60.16% | +22.63% |
Max Drawdown (1Y)Largest decline over 1 year | -13.24% | -15.96% | +2.72% |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | -37.19% | +7.38% |
Max Drawdown (10Y)Largest decline over 10 years | -37.53% | -37.19% | -0.34% |
Current DrawdownCurrent decline from peak | -13.76% | -12.28% | -1.48% |
Average DrawdownAverage peak-to-trough decline | -7.31% | -10.01% | +2.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.56% | 5.16% | -1.60% |
Volatility
AWMIX vs. VOT - Volatility Comparison
The current volatility for CIBC Atlas Mid Cap Equity Fund (AWMIX) is 6.28%, while Vanguard Mid-Cap Growth ETF (VOT) has a volatility of 6.63%. This indicates that AWMIX experiences smaller price fluctuations and is considered to be less risky than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AWMIX | VOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.28% | 6.63% | -0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 11.48% | 12.39% | -0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.45% | 21.04% | -0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.89% | 21.33% | -1.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.18% | 20.92% | -0.74% |