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CWS vs PY

AdvisorShares Focused Equity ETF vs Principal Value ETF

CWS

AdvisorShares Focused Equity ETF

AdvisorShares

Annual cost

0.65%

Fund size

$155M

PY

Principal Value ETF

Principal Funds

Annual cost

0.15%

Fund size

$212M

Key differences

  • PY costs 0.50% less per year.
  • Over the last 3 years, PY has delivered higher annualized returns.

Side-by-side comparison

CWSPY
Annual cost (TER)0.65%0.15%
Fund size (AUM)$155M$212M
Since20162016
Dividend yield0.31%2.15%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y-0.0%+17.0%
CAGR 3Y+10.3%+13.8%
CAGR 5Y+7.9%+7.5%
Sharpe 3Y0.520.75
Volatility 1Y13.34%10.74%
Max drawdown-33.82%-45.44%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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