Screener
CWS vs FDIS
AdvisorShares Focused Equity ETF vs Fidelity MSCI Consumer Discretionary Index ETF
Key differences
Both CWS and FDIS are equity ETFs. CWS charges 0.65% a year and FDIS 0.08%. The main difference: CWS follows a active selection strategy; FDIS uses index tracking.
- CWS follows a active selection strategy; FDIS uses index tracking.
- FDIS costs 0.57% less per year.
- FDIS is much larger than CWS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FDIS has delivered higher annualized returns.
Side-by-side comparison
| CWS | FDIS | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.08% |
| Fund size (AUM) | $133M | $1.8B |
| Since | 2016 | 2013 |
| Dividend yield | 0.31% | 0.71% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +0.9% | +10.6% |
| CAGR 3Y | +10.6% | +15.0% |
| CAGR 5Y | +8.8% | +6.3% |
| Sharpe 3Y | 0.54 | 0.60 |
| Volatility 1Y | 13.38% | 18.52% |
| Max drawdown | -33.82% | -39.16% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.