Screener
CWS vs PVAL
AdvisorShares Focused Equity ETF vs Putnam Focused Large Cap Value ETF
Key differences
Both CWS and PVAL are equity ETFs. CWS charges 0.65% a year and PVAL 0.55%. The main difference: PVAL costs 0.10% less per year.
- PVAL costs 0.10% less per year.
- PVAL is much larger than CWS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PVAL has delivered higher annualized returns.
- CWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CWS | PVAL | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.55% |
| Fund size (AUM) | $133M | $11.1B |
| Since | 2016 | 2021 |
| Dividend yield | 0.31% | 0.98% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | -0.3% | +32.6% |
| CAGR 3Y | +11.4% | +24.4% |
| CAGR 5Y | +8.4% | +15.9% |
| Sharpe 3Y | 0.58 | 1.42 |
| Volatility 1Y | 13.33% | 10.95% |
| Max drawdown | -33.82% | -16.64% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.