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.
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.
Performance
AWYIX vs. VOO - Performance Comparison
Key characteristics
AWYIX:
1.83
VOO:
2.21
AWYIX:
2.49
VOO:
2.93
AWYIX:
1.33
VOO:
1.41
AWYIX:
2.43
VOO:
3.25
AWYIX:
10.91
VOO:
14.47
AWYIX:
1.94%
VOO:
1.90%
AWYIX:
11.55%
VOO:
12.43%
AWYIX:
-35.79%
VOO:
-33.99%
AWYIX:
-6.91%
VOO:
-2.87%
Returns By Period
In the year-to-date period, AWYIX achieves a 18.64% return, which is significantly lower than VOO's 25.49% return. Over the past 10 years, AWYIX has underperformed VOO with an annualized return of 7.80%, while VOO has yielded a comparatively higher 13.04% annualized return.
AWYIX
18.64%
-4.00%
7.05%
19.89%
8.70%
7.80%
VOO
25.49%
0.01%
8.65%
27.45%
14.70%
13.04%
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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 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.
Dividends
AWYIX vs. VOO - Dividend Comparison
AWYIX's dividend yield for the trailing twelve months is around 1.23%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWYIX CIBC Atlas Equity Income Fund | 1.23% | 1.80% | 1.76% | 0.93% | 1.47% | 0.95% | 1.31% | 2.09% | 0.95% | 0.95% | 1.61% | 1.85% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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. For additional features, visit the drawdowns tool.
Volatility
AWYIX vs. VOO - Volatility Comparison
CIBC Atlas Equity Income Fund (AWYIX) has a higher volatility of 4.54% compared to Vanguard S&P 500 ETF (VOO) at 3.64%. This indicates that AWYIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.