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
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AWYIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
AWYIX CIBC Atlas Equity Income Fund | -5.86% | 7.66% | 18.19% | 16.39% | -15.59% | 29.51% | 12.75% | 35.07% | 1.12% |
VOO Vanguard S&P 500 ETF | -4.42% | 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 -5.86% return, which is significantly lower than VOO's -4.42% return.
AWYIX
- 1D
- -0.39%
- 1M
- -7.80%
- YTD
- -5.86%
- 6M
- -3.44%
- 1Y
- 2.96%
- 3Y*
- 10.66%
- 5Y*
- 7.37%
- 10Y*
- —
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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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.
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 | 0.25 | 0.98 | -0.73 |
Sortino ratioReturn per unit of downside risk | 0.45 | 1.50 | -1.05 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.23 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.21 | 1.53 | -1.32 |
Martin ratioReturn relative to average drawdown | 0.92 | 7.29 | -6.37 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.25 | 0.98 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.70 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.83 | -0.20 |
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 1.84%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWYIX CIBC Atlas Equity Income Fund | 1.84% | 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 | 1.19% | 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.
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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 | -8.70% | -6.29% | -2.41% |
Average DrawdownAverage peak-to-trough decline | -5.08% | -3.72% | -1.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.71% | 2.52% | +0.19% |
Volatility
AWYIX vs. VOO - Volatility Comparison
The current volatility for CIBC Atlas Equity Income Fund (AWYIX) is 2.99%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. 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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Volatility by Period
| AWYIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.99% | 5.29% | -2.30% |
Volatility (6M)Calculated over the trailing 6-month period | 7.53% | 9.44% | -1.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.03% | 18.10% | -3.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.42% | 16.82% | -2.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.00% | 17.99% | +0.01% |