Screener
CWS vs IWV
AdvisorShares Focused Equity ETF vs iShares Russell 3000 ETF
Key differences
Both CWS and IWV are equity ETFs. CWS charges 0.65% a year and IWV 0.20%. The main difference: CWS follows a active selection strategy; IWV uses index tracking.
- CWS follows a active selection strategy; IWV uses index tracking.
- IWV costs 0.45% less per year.
- IWV is much larger than CWS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWV has delivered higher annualized returns.
- IWV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CWS | IWV | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.20% |
| Fund size (AUM) | $133M | $19.8B |
| Since | 2016 | 2000 |
| Dividend yield | 0.31% | 0.85% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +0.9% | +24.5% |
| CAGR 3Y | +10.6% | +21.2% |
| CAGR 5Y | +8.8% | +12.2% |
| Sharpe 3Y | 0.54 | 1.11 |
| Volatility 1Y | 13.38% | 12.57% |
| Max drawdown | -33.82% | -35.22% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.