Screener
CWS vs ISMD
AdvisorShares Focused Equity ETF vs Inspire Small/Mid Cap ETF
Key differences
Both CWS and ISMD are equity ETFs. CWS charges 0.65% a year and ISMD 0.53%. The main difference: CWS follows a active selection strategy; ISMD uses index tracking.
- CWS follows a active selection strategy; ISMD uses index tracking.
- ISMD costs 0.12% less per year.
- Over the last three years, ISMD has delivered higher annualized returns.
Side-by-side comparison
| CWS | ISMD | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.53% |
| Fund size (AUM) | $133M | $317M |
| Since | 2016 | 2017 |
| Dividend yield | 0.31% | 0.94% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | -0.3% | +36.3% |
| CAGR 3Y | +11.8% | +17.6% |
| CAGR 5Y | +8.2% | +7.7% |
| Sharpe 3Y | 0.61 | 0.73 |
| Volatility 1Y | 13.33% | 18.73% |
| Max drawdown | -33.82% | -43.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.