Correlation
The correlation between AWYIX and VOO is 0.92, 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.
AWYIX vs. VOO
Compare and contrast key facts about CIBC Atlas Equity Income Fund (AWYIX) and Vanguard S&P 500 ETF (VOO).
AWYIX is managed by CIBC Private Wealth Management. It was launched on Apr 30, 2010. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWYIX or VOO.
Performance
AWYIX vs. VOO - Performance Comparison
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Key characteristics
AWYIX:
0.55
VOO:
0.74
AWYIX:
0.81
VOO:
1.04
AWYIX:
1.12
VOO:
1.15
AWYIX:
0.48
VOO:
0.68
AWYIX:
1.54
VOO:
2.58
AWYIX:
5.63%
VOO:
4.93%
AWYIX:
16.60%
VOO:
19.54%
AWYIX:
-35.79%
VOO:
-33.99%
AWYIX:
-7.28%
VOO:
-3.55%
Returns By Period
In the year-to-date period, AWYIX achieves a -0.79% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, AWYIX has underperformed VOO with an annualized return of 10.15%, while VOO has yielded a comparatively higher 12.81% annualized return.
AWYIX
-0.79%
3.19%
-7.28%
8.25%
8.21%
12.42%
10.15%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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AWYIX vs. VOO - Expense Ratio Comparison
AWYIX has a 0.95% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AWYIX vs. VOO — Risk-Adjusted Performance Rank
AWYIX
VOO
AWYIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CIBC Atlas Equity Income Fund (AWYIX) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
AWYIX vs. VOO - Dividend Comparison
AWYIX's dividend yield for the trailing twelve months is around 6.21%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWYIX CIBC Atlas Equity Income Fund | 6.21% | 6.57% | 1.80% | 3.23% | 6.35% | 6.87% | 3.82% | 6.79% | 4.21% | 0.95% | 1.93% | 3.73% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
AWYIX vs. VOO - Drawdown Comparison
The maximum AWYIX drawdown since its inception was -35.79%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AWYIX and VOO.
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Volatility
AWYIX vs. VOO - Volatility Comparison
The current volatility for CIBC Atlas Equity Income Fund (AWYIX) is 4.15%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that AWYIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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