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CWS vs USPX

AdvisorShares Focused Equity ETF vs Franklin U.S. Equity Index ETF

CWS

AdvisorShares Focused Equity ETF

Annual cost

0.65%

Fund size

$155M

USPX

Franklin U.S. Equity Index ETF

Annual cost

0.03%

Fund size

$1.8B

Key differences

  • USPX costs 0.62% less per year.
  • USPX is significantly larger than CWS — larger funds tend to be more liquid and less likely to close.
  • CWS follows a active selection strategy; USPX uses index tracking.
  • Over the last 3 years, USPX has delivered higher annualized returns.

Side-by-side comparison

CWSUSPX
Annual cost (TER)0.65%0.03%
Fund size (AUM)$155M$1.8B
Since20162016
Dividend yield0.31%1.09%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+1.0%+30.4%
CAGR 3Y+10.3%+23.1%
CAGR 5Y+8.4%+12.9%
Sharpe 3Y0.511.21
Volatility 1Y13.35%12.23%
Max drawdown-33.82%-31.21%

Similar to CWS and USPX