Screener
CWS vs BTR
AdvisorShares Focused Equity ETF vs Beacon Tactical Risk ETF
Key differences
- CWS costs 0.43% less per year.
- CWS is significantly larger than BTR — larger funds tend to be more liquid and less likely to close.
- CWS is classified as equity, while BTR 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
| CWS | BTR | |
|---|---|---|
| Annual cost (TER) | 0.65% | 1.08% |
| Fund size (AUM) | $155M | $37M |
| Since | 2016 | 2023 |
| Dividend yield | 0.31% | 1.19% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | -0.0% | +20.4% |
| CAGR 3Y | +10.3% | +4.2% |
| CAGR 5Y | +7.9% | N/A |
| Sharpe 3Y | 0.52 | 0.11 |
| Volatility 1Y | 13.34% | 9.77% |
| Max drawdown | -33.82% | -16.67% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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