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CWS vs TMFE

AdvisorShares Focused Equity ETF vs Motley Fool Capital Efficiency 100 Index ETF

CWS

AdvisorShares Focused Equity ETF

Annual cost

0.65%

Fund size

$155M

TMFE

Motley Fool Capital Efficiency 100 Index ETF

Annual cost

0.50%

Fund size

$84M

Key differences

  • TMFE costs 0.15% less per year.
  • CWS follows a active selection strategy; TMFE uses index tracking.
  • Over the last 3 years, TMFE has delivered higher annualized returns.
  • CWS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CWSTMFE
Annual cost (TER)0.65%0.50%
Fund size (AUM)$155M$84M
Since20162021
Dividend yield0.31%0.32%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+1.0%+11.2%
CAGR 3Y+10.3%+20.6%
CAGR 5Y+8.4%N/A
Sharpe 3Y0.511.05
Volatility 1Y13.35%12.20%
Max drawdown-33.82%-31.07%

Similar to CWS and TMFE