Screener
CWS vs IWR
AdvisorShares Focused Equity ETF vs iShares Russell Mid-Cap ETF
Key differences
Both CWS and IWR are equity ETFs. CWS charges 0.65% a year and IWR 0.18%. The main difference: CWS follows a active selection strategy; IWR uses index tracking.
- CWS follows a active selection strategy; IWR uses index tracking.
- IWR costs 0.47% less per year.
- IWR is much larger than CWS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWR has delivered higher annualized returns.
- IWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CWS | IWR | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.18% |
| Fund size (AUM) | $133M | $54.8B |
| Since | 2016 | 2001 |
| Dividend yield | 0.31% | 1.16% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +0.9% | +21.9% |
| CAGR 3Y | +10.6% | +17.0% |
| CAGR 5Y | +8.8% | +8.2% |
| Sharpe 3Y | 0.54 | 0.84 |
| Volatility 1Y | 13.38% | 13.79% |
| Max drawdown | -33.82% | -40.59% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.