Screener
CWS vs DFSV
AdvisorShares Focused Equity ETF vs Dimensional US Small Cap Value ETF
Key differences
Both CWS and DFSV are equity ETFs. CWS charges 0.65% a year and DFSV 0.30%. The main difference: DFSV costs 0.35% less per year.
- DFSV costs 0.35% less per year.
- DFSV is much larger than CWS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFSV has delivered higher annualized returns.
- CWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CWS | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.30% |
| Fund size (AUM) | $133M | $7.6B |
| Since | 2016 | 2022 |
| Dividend yield | 0.31% | 1.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | -0.3% | +34.5% |
| CAGR 3Y | +11.8% | +18.9% |
| CAGR 5Y | +8.2% | N/A |
| Sharpe 3Y | 0.61 | 0.76 |
| Volatility 1Y | 13.33% | 17.62% |
| Max drawdown | -33.82% | -28.02% |
Similar to CWS and DFSV
Explore further