Screener
CWS vs CDX
AdvisorShares Focused Equity ETF vs Simplify High Yield ETF
Key differences
CWS is an equity ETF, while CDX is a fixed income ETF. CWS charges 0.65% a year and CDX 0.25%.
- CWS is an equity fund, while CDX is a fixed income fund. They carry different risk/return profiles.
- CWS follows a active selection strategy; CDX uses multi strategy.
- CDX costs 0.40% less per year.
- CDX is much larger than CWS. Larger funds are usually more liquid and less likely to close.
- Over the last three 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 | CDX | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.25% |
| Fund size (AUM) | $133M | $407M |
| Since | 2016 | 2022 |
| Dividend yield | 0.31% | 8.31% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +0.9% | -0.4% |
| CAGR 3Y | +10.6% | +7.9% |
| CAGR 5Y | +8.8% | N/A |
| Sharpe 3Y | 0.54 | 0.43 |
| Volatility 1Y | 13.38% | 5.80% |
| Max drawdown | -33.82% | -13.24% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.