Screener
CWS vs IWN
AdvisorShares Focused Equity ETF vs iShares Russell 2000 Value ETF
Key differences
Both CWS and IWN are equity ETFs. CWS charges 0.65% a year and IWN 0.24%. The main difference: CWS follows a active selection strategy; IWN uses index tracking.
- CWS follows a active selection strategy; IWN uses index tracking.
- IWN costs 0.41% less per year.
- IWN is much larger than CWS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWN has delivered higher annualized returns.
- IWN has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CWS | IWN | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.24% |
| Fund size (AUM) | $133M | $14.0B |
| Since | 2016 | 2000 |
| Dividend yield | 0.31% | 1.45% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +0.9% | +41.9% |
| CAGR 3Y | +10.6% | +17.3% |
| CAGR 5Y | +8.8% | +6.9% |
| Sharpe 3Y | 0.54 | 0.71 |
| Volatility 1Y | 13.38% | 18.09% |
| Max drawdown | -33.82% | -46.08% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.