AWYIX vs. SCHD
Compare and contrast key facts about CIBC Atlas Equity Income Fund (AWYIX) and Schwab US Dividend Equity ETF (SCHD).
AWYIX is managed by CIBC Private Wealth Management. It was launched on Apr 30, 2010. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWYIX or SCHD.
Key characteristics
| AWYIX | SCHD | |
|---|---|---|
| YTD Return | 3.95% | 1.92% |
| 1Y Return | 15.91% | 9.90% |
| 3Y Return (Ann) | 5.76% | 4.60% |
| 5Y Return (Ann) | 11.78% | 11.33% |
| 10Y Return (Ann) | 9.39% | 10.96% |
| Sharpe Ratio | 1.37 | 0.86 |
| Daily Std Dev | 11.52% | 11.57% |
| Max Drawdown | -35.79% | -33.37% |
| Current Drawdown | -3.68% | -4.51% |
Correlation
The correlation between AWYIX and SCHD is 0.86, 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
AWYIX vs. SCHD - Performance Comparison
In the year-to-date period, AWYIX achieves a 3.95% return, which is significantly higher than SCHD's 1.92% return. Over the past 10 years, AWYIX has underperformed SCHD with an annualized return of 9.39%, while SCHD has yielded a comparatively higher 10.96% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AWYIX vs. SCHD - Expense Ratio Comparison
AWYIX has a 0.95% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
AWYIX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas Equity Income Fund (AWYIX) and Schwab US Dividend Equity ETF (SCHD). 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
AWYIX vs. SCHD - Dividend Comparison
AWYIX's dividend yield for the trailing twelve months is around 1.68%, less than SCHD's 3.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWYIX CIBC Atlas Equity Income Fund | 1.68% | 1.80% | 3.23% | 6.35% | 6.87% | 3.82% | 6.79% | 2.09% | 0.95% | 0.95% | 1.61% | 1.85% |
SCHD Schwab US Dividend Equity ETF | 3.47% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
AWYIX vs. SCHD - Drawdown Comparison
The maximum AWYIX drawdown since its inception was -35.79%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for AWYIX and SCHD. For additional features, visit the drawdowns tool.
Volatility
AWYIX vs. SCHD - Volatility Comparison
CIBC Atlas Equity Income Fund (AWYIX) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 3.46% and 3.54%, 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.