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APUE vs CWS

ActivePassive U.S. Equity ETF vs AdvisorShares Focused Equity ETF

APUE

ActivePassive U.S. Equity ETF

Active Passive Funds

Annual cost

0.31%

Fund size

$2.4B

CWS

AdvisorShares Focused Equity ETF

AdvisorShares

Annual cost

0.65%

Fund size

$155M

Key differences

  • APUE costs 0.34% less per year.
  • APUE is significantly larger than CWS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, APUE has delivered higher annualized returns.
  • CWS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

APUECWS
Annual cost (TER)0.31%0.65%
Fund size (AUM)$2.4B$155M
Since20232016
Dividend yield0.79%0.31%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+30.2%-0.0%
CAGR 3Y+22.9%+10.3%
CAGR 5YN/A+7.9%
Sharpe 3Y1.240.52
Volatility 1Y12.36%13.34%
Max drawdown-18.83%-33.82%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to APUE and CWS