Screener
CWS vs FDMO
AdvisorShares Focused Equity ETF vs Fidelity Momentum Factor ETF
Key differences
Both CWS and FDMO are equity ETFs. CWS charges 0.65% a year and FDMO 0.15%. The main difference: CWS follows a active selection strategy; FDMO uses index tracking.
- CWS follows a active selection strategy; FDMO uses index tracking.
- FDMO costs 0.50% less per year.
- FDMO is much larger than CWS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FDMO has delivered higher annualized returns.
Side-by-side comparison
| CWS | FDMO | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.15% |
| Fund size (AUM) | $133M | $903M |
| Since | 2016 | 2016 |
| Dividend yield | 0.31% | 0.56% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +0.9% | +31.1% |
| CAGR 3Y | +10.6% | +28.3% |
| CAGR 5Y | +8.8% | +16.0% |
| Sharpe 3Y | 0.54 | 1.24 |
| Volatility 1Y | 13.38% | 17.46% |
| Max drawdown | -33.82% | -33.94% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.