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CWS vs BELT
AdvisorShares Focused Equity ETF vs iShares U.S. Select Equity Active ETF
Key differences
Both CWS and BELT are equity ETFs. CWS charges 0.65% a year and BELT 0.75%. The main difference: CWS follows a active selection strategy; BELT uses index enhanced.
- CWS follows a active selection strategy; BELT uses index enhanced.
- CWS costs 0.10% less per year.
- CWS is much larger than BELT. Larger funds are usually more liquid and less likely to close.
- CWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CWS | BELT | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.75% |
| Fund size (AUM) | $133M | $10M |
| Since | 2016 | 2024 |
| Dividend yield | 0.31% | 0.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | -0.3% | +21.6% |
| CAGR 3Y | +11.8% | N/A |
| CAGR 5Y | +8.2% | N/A |
| Sharpe 3Y | 0.61 | N/A |
| Volatility 1Y | 13.33% | 17.37% |
| Max drawdown | -33.82% | -23.05% |
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