AWYIX vs. SCHV
Compare and contrast key facts about CIBC Atlas Equity Income Fund (AWYIX) and Schwab U.S. Large-Cap Value ETF (SCHV).
AWYIX is managed by CIBC Private Wealth Management. It was launched on Apr 30, 2010. SCHV is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. It was launched on Dec 11, 2009.
Performance
AWYIX vs. SCHV - Performance Comparison
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AWYIX vs. SCHV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
AWYIX CIBC Atlas Equity Income Fund | -3.90% | 7.66% | 18.19% | 16.39% | -15.59% | 29.51% | 12.75% | 35.07% | 1.12% |
SCHV Schwab U.S. Large-Cap Value ETF | 3.89% | 16.02% | 14.13% | 8.93% | -7.65% | 25.58% | 2.64% | 25.92% | -3.47% |
Returns By Period
In the year-to-date period, AWYIX achieves a -3.90% return, which is significantly lower than SCHV's 3.89% return.
AWYIX
- 1D
- 2.08%
- 1M
- -6.00%
- YTD
- -3.90%
- 6M
- -1.89%
- 1Y
- 4.87%
- 3Y*
- 11.43%
- 5Y*
- 7.63%
- 10Y*
- —
SCHV
- 1D
- 0.39%
- 1M
- -4.32%
- YTD
- 3.89%
- 6M
- 6.05%
- 1Y
- 17.64%
- 3Y*
- 14.46%
- 5Y*
- 9.37%
- 10Y*
- 10.62%
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AWYIX vs. SCHV - Expense Ratio Comparison
AWYIX has a 0.95% expense ratio, which is higher than SCHV's 0.04% expense ratio.
Return for Risk
AWYIX vs. SCHV — Risk / Return Rank
AWYIX
SCHV
AWYIX vs. SCHV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas Equity Income Fund (AWYIX) and Schwab U.S. Large-Cap Value ETF (SCHV). 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.
| AWYIX | SCHV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 1.15 | -0.81 |
Sortino ratioReturn per unit of downside risk | 0.56 | 1.64 | -1.07 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.25 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.51 | 1.48 | -0.97 |
Martin ratioReturn relative to average drawdown | 2.17 | 6.91 | -4.73 |
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
| AWYIX | SCHV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 1.15 | -0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.65 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.63 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.68 | -0.04 |
Correlation
The correlation between AWYIX and SCHV 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.
Dividends
AWYIX vs. SCHV - Dividend Comparison
AWYIX's dividend yield for the trailing twelve months is around 1.81%, less than SCHV's 1.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWYIX CIBC Atlas Equity Income Fund | 1.81% | 1.74% | 5.77% | 1.80% | 3.23% | 6.35% | 6.87% | 3.82% | 6.79% | 0.00% | 0.00% | 0.00% |
SCHV Schwab U.S. Large-Cap Value ETF | 1.96% | 2.02% | 2.25% | 2.42% | 2.37% | 1.93% | 3.03% | 3.02% | 3.05% | 2.37% | 2.65% | 2.69% |
Drawdowns
AWYIX vs. SCHV - Drawdown Comparison
The maximum AWYIX drawdown since its inception was -35.79%, roughly equal to the maximum SCHV drawdown of -37.08%. Use the drawdown chart below to compare losses from any high point for AWYIX and SCHV.
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Drawdown Indicators
| AWYIX | SCHV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.79% | -37.08% | +1.29% |
Max Drawdown (1Y)Largest decline over 1 year | -11.80% | -11.93% | +0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -19.82% | -19.78% | -0.04% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.08% | — |
Current DrawdownCurrent decline from peak | -6.80% | -4.58% | -2.22% |
Average DrawdownAverage peak-to-trough decline | -5.08% | -3.86% | -1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.74% | 2.55% | +0.19% |
Volatility
AWYIX vs. SCHV - Volatility Comparison
The current volatility for CIBC Atlas Equity Income Fund (AWYIX) is 3.84%, while Schwab U.S. Large-Cap Value ETF (SCHV) has a volatility of 4.13%. This indicates that AWYIX experiences smaller price fluctuations and is considered to be less risky than SCHV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AWYIX | SCHV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.84% | 4.13% | -0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 7.81% | 8.08% | -0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.14% | 15.42% | -0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.45% | 14.48% | -0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.01% | 16.91% | +1.10% |