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CWS vs ACIO

AdvisorShares Focused Equity ETF vs Aptus Collared Investment Opportunity ETF

CWS

AdvisorShares Focused Equity ETF

AdvisorShares

Annual cost

0.65%

Fund size

$155M

ACIO

Aptus Collared Investment Opportunity ETF

APTUS ETFs

Annual cost

0.79%

Fund size

$2.3B

Key differences

  • CWS costs 0.14% less per year.
  • ACIO is significantly larger than CWS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, ACIO has delivered higher annualized returns.

Side-by-side comparison

CWSACIO
Annual cost (TER)0.65%0.79%
Fund size (AUM)$155M$2.3B
Since20162019
Dividend yield0.31%0.39%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y-0.0%+17.0%
CAGR 3Y+10.3%+16.1%
CAGR 5Y+7.9%+10.4%
Sharpe 3Y0.521.20
Volatility 1Y13.34%8.40%
Max drawdown-33.82%-14.19%

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

Similar to CWS and ACIO