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CWS vs IG

AdvisorShares Focused Equity ETF vs Principal Investment Grade Corporate ETF

CWS

AdvisorShares Focused Equity ETF

AdvisorShares

Annual cost

0.65%

Fund size

$155M

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

Key differences

  • IG costs 0.46% less per year.
  • CWS is classified as equity, while IG is fixed income — different risk/return profiles.
  • Over the last 3 years, CWS has delivered higher annualized returns.

Side-by-side comparison

CWSIG
Annual cost (TER)0.65%0.19%
Fund size (AUM)$155M$179M
Since20162018
Dividend yield0.31%5.06%
Asset classequityfixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y-0.0%+7.0%
CAGR 3Y+10.3%+5.1%
CAGR 5Y+7.9%+0.2%
Sharpe 3Y0.520.27
Volatility 1Y13.34%4.81%
Max drawdown-33.82%-23.17%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CWS and IG