Screener
CWS vs IEDI
AdvisorShares Focused Equity ETF vs iShares U.S. Consumer Focused ETF
Key differences
Both CWS and IEDI are equity ETFs. CWS charges 0.65% a year and IEDI 0.18%. The main difference: IEDI costs 0.47% less per year.
- IEDI costs 0.47% less per year.
- CWS is much larger than IEDI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IEDI has delivered higher annualized returns.
Side-by-side comparison
| CWS | IEDI | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.18% |
| Fund size (AUM) | $133M | $27M |
| Since | 2016 | 2018 |
| Dividend yield | 0.31% | 0.97% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +0.9% | +4.3% |
| CAGR 3Y | +10.6% | +14.4% |
| CAGR 5Y | +8.8% | +6.8% |
| Sharpe 3Y | 0.54 | 0.73 |
| Volatility 1Y | 13.38% | 13.51% |
| Max drawdown | -33.82% | -30.60% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.