Screener
CWS vs IJR
AdvisorShares Focused Equity ETF vs iShares Core S&P Small-Cap ETF
Key differences
Both CWS and IJR are equity ETFs. CWS charges 0.65% a year and IJR 0.06%. The main difference: CWS follows a active selection strategy; IJR uses index tracking.
- CWS follows a active selection strategy; IJR uses index tracking.
- IJR costs 0.59% less per year.
- IJR is much larger than CWS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IJR has delivered higher annualized returns.
- IJR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CWS | IJR | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.06% |
| Fund size (AUM) | $133M | $103.5B |
| Since | 2016 | 2000 |
| Dividend yield | 0.31% | 1.15% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +0.9% | +33.8% |
| CAGR 3Y | +10.6% | +14.6% |
| CAGR 5Y | +8.8% | +6.2% |
| Sharpe 3Y | 0.54 | 0.60 |
| Volatility 1Y | 13.38% | 17.76% |
| Max drawdown | -33.82% | -44.36% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.