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CWS vs BSR

AdvisorShares Focused Equity ETF vs Pacific Select Fund

CWS

AdvisorShares Focused Equity ETF

AdvisorShares

Annual cost

0.65%

Fund size

$155M

BSR

PACIFIC SELECT FUND

Beacon Capital Management Inc

Annual cost

1.09%

Fund size

$39M

Key differences

  • CWS costs 0.44% less per year.
  • CWS is significantly larger than BSR — larger funds tend to be more liquid and less likely to close.
  • CWS is classified as equity, while BSR is mixed asset — different risk/return profiles.
  • Over the last 3 years, CWS has delivered higher annualized returns.
  • CWS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CWSBSR
Annual cost (TER)0.65%1.09%
Fund size (AUM)$155M$39M
Since20162023
Dividend yield0.31%1.02%
Asset classequitymixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y-0.0%+12.5%
CAGR 3Y+10.3%+8.0%
CAGR 5Y+7.9%N/A
Sharpe 3Y0.520.33
Volatility 1Y13.34%8.71%
Max drawdown-33.82%-15.68%

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

Similar to CWS and BSR