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CWS vs DFAT
AdvisorShares Focused Equity ETF vs Dimensional U.S. Targeted Value ETF
Key differences
Both CWS and DFAT are equity ETFs. CWS charges 0.65% a year and DFAT 0.28%. The main difference: DFAT costs 0.37% less per year.
- DFAT costs 0.37% less per year.
- DFAT is much larger than CWS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFAT has delivered higher annualized returns.
- DFAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CWS | DFAT | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.28% |
| Fund size (AUM) | $133M | $13.7B |
| Since | 2016 | 1998 |
| Dividend yield | 0.31% | 1.45% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | -0.3% | +30.6% |
| CAGR 3Y | +11.8% | +18.5% |
| CAGR 5Y | +8.2% | N/A |
| Sharpe 3Y | 0.61 | 0.77 |
| Volatility 1Y | 13.33% | 16.74% |
| Max drawdown | -33.82% | -26.12% |
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