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CWS vs PSET

AdvisorShares Focused Equity ETF vs Principal Quality ETF

CWS

AdvisorShares Focused Equity ETF

Annual cost

0.65%

Fund size

$133M

PSET

Principal Quality ETF

Annual cost

0.15%

Fund size

$29M

Key differences

Both CWS and PSET are equity ETFs. CWS charges 0.65% a year and PSET 0.15%. The main difference: PSET costs 0.50% less per year.

  • PSET costs 0.50% less per year.
  • CWS is much larger than PSET. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PSET has delivered higher annualized returns.

Side-by-side comparison

CWSPSET
Annual cost (TER)0.65%0.15%
Fund size (AUM)$133M$29M
Since20162016
Dividend yield0.31%0.62%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+0.9%+5.8%
CAGR 3Y+10.6%+12.8%
CAGR 5Y+8.8%+8.7%
Sharpe 3Y0.540.60
Volatility 1Y13.38%12.96%
Max drawdown-33.82%-34.74%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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