Screener
CWS vs IJH
AdvisorShares Focused Equity ETF vs iShares Core S&P Mid-Cap ETF
Key differences
Both CWS and IJH are equity ETFs. CWS charges 0.65% a year and IJH 0.05%. The main difference: CWS follows a active selection strategy; IJH uses index tracking.
- CWS follows a active selection strategy; IJH uses index tracking.
- IJH costs 0.60% less per year.
- IJH is much larger than CWS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IJH has delivered higher annualized returns.
- IJH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CWS | IJH | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.05% |
| Fund size (AUM) | $133M | $119.2B |
| Since | 2016 | 2000 |
| Dividend yield | 0.31% | 1.19% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +0.9% | +26.1% |
| CAGR 3Y | +10.6% | +15.6% |
| CAGR 5Y | +8.8% | +8.5% |
| Sharpe 3Y | 0.54 | 0.70 |
| Volatility 1Y | 13.38% | 15.89% |
| Max drawdown | -33.82% | -42.18% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.