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CWS vs FIVA
AdvisorShares Focused Equity ETF vs Fidelity International Value Factor ETF
Key differences
- FIVA costs 0.47% less per year.
- FIVA is significantly larger than CWS — larger funds tend to be more liquid and less likely to close.
- CWS covers north america markets; FIVA covers global.
- CWS follows a active selection strategy; FIVA uses index tracking.
- Over the last 3 years, FIVA has delivered higher annualized returns.
Side-by-side comparison
| CWS | FIVA | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.18% |
| Fund size (AUM) | $155M | $533M |
| Since | 2016 | 2018 |
| Dividend yield | 0.31% | 2.63% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +1.0% | +36.7% |
| CAGR 3Y | +10.3% | +22.2% |
| CAGR 5Y | +8.4% | +12.8% |
| Sharpe 3Y | 0.51 | 1.17 |
| Volatility 1Y | 13.35% | 15.28% |
| Max drawdown | -33.82% | -39.60% |
Similar to CWS and FIVA
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