Screener
CWS vs OEI
AdvisorShares Focused Equity ETF vs Optimized Equity Income ETF
Key differences
CWS is an equity ETF, while OEI is an alternative ETF. CWS charges 0.65% a year and OEI 0.01%.
- CWS is an equity fund, while OEI is an alternative fund. They carry different risk/return profiles.
- CWS follows a active selection strategy; OEI uses option income.
- OEI costs 0.64% less per year.
- CWS is much larger than OEI. Larger funds are usually more liquid and less likely to close.
- CWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CWS | OEI | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.01% |
| Fund size (AUM) | $133M | $42M |
| Since | 2016 | 2025 |
| Dividend yield | 0.31% | — |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +0.9% | N/A |
| CAGR 3Y | +10.6% | N/A |
| CAGR 5Y | +8.8% | N/A |
| Sharpe 3Y | 0.54 | N/A |
| Volatility 1Y | 13.38% | — |
| Max drawdown | -33.82% | -6.49% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.