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.
Performance
AWYIX vs. VOO - Performance Comparison
Loading graphics...
AWYIX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -2.56% |
Returns By Period
In the year-to-date period, AWYIX achieves a -3.90% return, which is significantly lower than VOO's -3.66% return.
AWYIX
- 1D
- 2.08%
- 1M
- -6.00%
- YTD
- -3.90%
- 6M
- -1.89%
- 1Y
- 4.87%
- 3Y*
- 11.43%
- 5Y*
- 7.63%
- 10Y*
- —
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AWYIX vs. VOO - Expense Ratio Comparison
AWYIX has a 0.95% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
AWYIX vs. VOO — Risk / Return Rank
AWYIX
VOO
AWYIX vs. VOO - Risk-Adjusted Trends 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.
| AWYIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 1.01 | -0.67 |
Sortino ratioReturn per unit of downside risk | 0.56 | 1.53 | -0.97 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.23 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.51 | 1.55 | -1.05 |
Martin ratioReturn relative to average drawdown | 2.17 | 7.31 | -5.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AWYIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 1.01 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.71 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.83 | -0.19 |
Correlation
The correlation between AWYIX and VOO is 0.90, 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. VOO - Dividend Comparison
AWYIX's dividend yield for the trailing twelve months is around 1.81%, more than VOO's 1.18% 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% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
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.
Loading graphics...
Drawdown Indicators
| AWYIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.79% | -33.99% | -1.80% |
Max Drawdown (1Y)Largest decline over 1 year | -11.80% | -11.98% | +0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -19.82% | -24.52% | +4.70% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -6.80% | -5.55% | -1.25% |
Average DrawdownAverage peak-to-trough decline | -5.08% | -3.72% | -1.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.74% | 2.55% | +0.19% |
Volatility
AWYIX vs. VOO - Volatility Comparison
The current volatility for CIBC Atlas Equity Income Fund (AWYIX) is 3.84%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. 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.
Loading graphics...
Volatility by Period
| AWYIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.84% | 5.34% | -1.50% |
Volatility (6M)Calculated over the trailing 6-month period | 7.81% | 9.47% | -1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.14% | 18.11% | -2.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.45% | 16.82% | -2.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.01% | 17.99% | +0.02% |