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CWS vs APUE

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

CWS

AdvisorShares Focused Equity ETF

AdvisorShares

Annual cost

0.65%

Fund size

$155M

APUE

ActivePassive U.S. Equity ETF

Active Passive Funds

Annual cost

0.31%

Fund size

$2.4B

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

CWSAPUE
Annual cost (TER)0.65%0.31%
Fund size (AUM)$155M$2.4B
Since20162023
Dividend yield0.31%0.79%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y-0.0%+30.2%
CAGR 3Y+10.3%+22.9%
CAGR 5Y+7.9%N/A
Sharpe 3Y0.521.24
Volatility 1Y13.34%12.36%
Max drawdown-33.82%-18.83%

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

Similar to CWS and APUE