Screener
CWS vs PTL
AdvisorShares Focused Equity ETF vs Inspire 500 ETF
Key differences
Both CWS and PTL are equity ETFs. CWS charges 0.65% a year and PTL 0.09%. The main difference: CWS follows a active selection strategy; PTL uses index tracking.
- CWS follows a active selection strategy; PTL uses index tracking.
- PTL costs 0.56% less per year.
- PTL is much larger than CWS. 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 | PTL | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.09% |
| Fund size (AUM) | $133M | $843M |
| Since | 2016 | 2024 |
| Dividend yield | 0.31% | 1.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | -0.3% | +26.1% |
| CAGR 3Y | +11.8% | N/A |
| CAGR 5Y | +8.2% | N/A |
| Sharpe 3Y | 0.61 | N/A |
| Volatility 1Y | 13.33% | 15.10% |
| Max drawdown | -33.82% | -19.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.