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CWS vs BCHP

AdvisorShares Focused Equity ETF vs Principal Focused Blue Chip ETF

CWS

AdvisorShares Focused Equity ETF

AdvisorShares

Annual cost

0.65%

Fund size

$155M

BCHP

Principal Focused Blue Chip ETF

Principal Funds

Annual cost

0.58%

Fund size

$223M

Key differences

  • BCHP costs 0.07% less per year.
  • CWS covers north america markets; BCHP covers global.
  • CWS follows a active selection strategy; BCHP uses index tracking.
  • CWS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CWSBCHP
Annual cost (TER)0.65%0.58%
Fund size (AUM)$155M$223M
Since20162023
Dividend yield0.31%0.00%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y-0.0%+7.4%
CAGR 3Y+10.3%N/A
CAGR 5Y+7.9%N/A
Sharpe 3Y0.52N/A
Volatility 1Y13.34%15.85%
Max drawdown-33.82%-18.56%

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

Similar to CWS and BCHP