VSMPX vs. AWEIX
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) and CIBC Atlas Disciplined Equity Fund (AWEIX).
VSMPX is managed by Vanguard. It was launched on Apr 28, 2015. AWEIX is managed by CIBC Private Wealth Management. It was launched on Dec 1, 2005.
Performance
VSMPX vs. AWEIX - Performance Comparison
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VSMPX vs. AWEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | -3.97% | 17.15% | 23.26% | 26.53% | -19.50% | 25.74% | 21.01% | 30.79% | -5.16% | 21.19% |
AWEIX CIBC Atlas Disciplined Equity Fund | -8.00% | 11.55% | 19.26% | 20.74% | -18.97% | 25.71% | 19.27% | 30.63% | 0.84% | 20.89% |
Returns By Period
In the year-to-date period, VSMPX achieves a -3.97% return, which is significantly higher than AWEIX's -8.00% return. Over the past 10 years, VSMPX has outperformed AWEIX with an annualized return of 13.62%, while AWEIX has yielded a comparatively lower 11.95% annualized return.
VSMPX
- 1D
- 2.97%
- 1M
- -5.09%
- YTD
- -3.97%
- 6M
- -1.96%
- 1Y
- 17.73%
- 3Y*
- 17.86%
- 5Y*
- 10.50%
- 10Y*
- 13.62%
AWEIX
- 1D
- 2.73%
- 1M
- -5.28%
- YTD
- -8.00%
- 6M
- -6.92%
- 1Y
- 5.75%
- 3Y*
- 12.42%
- 5Y*
- 7.40%
- 10Y*
- 11.95%
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VSMPX vs. AWEIX - Expense Ratio Comparison
VSMPX has a 0.02% expense ratio, which is lower than AWEIX's 0.72% expense ratio.
Return for Risk
VSMPX vs. AWEIX — Risk / Return Rank
VSMPX
AWEIX
VSMPX vs. AWEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) and CIBC Atlas Disciplined Equity Fund (AWEIX). 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.
| VSMPX | AWEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.36 | +0.62 |
Sortino ratioReturn per unit of downside risk | 1.50 | 0.64 | +0.87 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.09 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 0.55 | +0.96 |
Martin ratioReturn relative to average drawdown | 7.25 | 1.95 | +5.30 |
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
| VSMPX | AWEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.36 | +0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.45 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.67 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.51 | +0.23 |
Correlation
The correlation between VSMPX and AWEIX is 0.96, 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
VSMPX vs. AWEIX - Dividend Comparison
VSMPX's dividend yield for the trailing twelve months is around 1.18%, less than AWEIX's 15.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | 1.18% | 1.13% | 1.27% | 1.43% | 1.67% | 1.22% | 1.43% | 1.78% | 2.05% | 1.73% | 1.95% | 0.00% |
AWEIX CIBC Atlas Disciplined Equity Fund | 15.81% | 14.54% | 6.39% | 4.72% | 4.13% | 7.09% | 2.52% | 2.08% | 8.91% | 2.68% | 1.49% | 5.46% |
Drawdowns
VSMPX vs. AWEIX - Drawdown Comparison
The maximum VSMPX drawdown since its inception was -34.97%, smaller than the maximum AWEIX drawdown of -51.13%. Use the drawdown chart below to compare losses from any high point for VSMPX and AWEIX.
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Drawdown Indicators
| VSMPX | AWEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.97% | -51.13% | +16.16% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -11.93% | -0.48% |
Max Drawdown (5Y)Largest decline over 5 years | -25.35% | -24.38% | -0.97% |
Max Drawdown (10Y)Largest decline over 10 years | -34.97% | -32.92% | -2.05% |
Current DrawdownCurrent decline from peak | -6.21% | -9.50% | +3.29% |
Average DrawdownAverage peak-to-trough decline | -4.65% | -6.46% | +1.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 3.36% | -0.77% |
Volatility
VSMPX vs. AWEIX - Volatility Comparison
Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) has a higher volatility of 5.49% compared to CIBC Atlas Disciplined Equity Fund (AWEIX) at 5.21%. This indicates that VSMPX's price experiences larger fluctuations and is considered to be riskier than AWEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSMPX | AWEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 5.21% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 9.79% | 9.11% | +0.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.61% | 17.13% | +1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.37% | 16.49% | +0.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.39% | 17.77% | +0.62% |