Screener
CWS vs FELV
AdvisorShares Focused Equity ETF vs Fidelity Enhanced Large Cap Value ETF
Key differences
- FELV costs 0.47% less per year.
- FELV is significantly larger than CWS — larger funds tend to be more liquid and less likely to close.
- CWS follows a active selection strategy; FELV uses index tracking.
- FELV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CWS | FELV | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.18% |
| Fund size (AUM) | $155M | $2.9B |
| Since | 2016 | 2007 |
| Dividend yield | 0.31% | 1.58% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +1.0% | +31.2% |
| CAGR 3Y | +10.3% | N/A |
| CAGR 5Y | +8.4% | N/A |
| Sharpe 3Y | 0.51 | N/A |
| Volatility 1Y | 13.35% | 10.82% |
| Max drawdown | -33.82% | -16.08% |
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