Screener
CWS vs VIOO
AdvisorShares Focused Equity ETF vs Vanguard S&P Small-Cap 600 Index Fund ETF Shares
Key differences
Both CWS and VIOO are equity ETFs. CWS charges 0.65% a year and VIOO 0.07%. The main difference: CWS follows a active selection strategy; VIOO uses index tracking.
- CWS follows a active selection strategy; VIOO uses index tracking.
- VIOO costs 0.58% less per year.
- VIOO is much larger than CWS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, VIOO has delivered higher annualized returns.
- VIOO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CWS | VIOO | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.07% |
| Fund size (AUM) | $133M | $5.9B |
| Since | 2016 | 2010 |
| Dividend yield | 0.31% | 1.18% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +0.9% | +34.0% |
| CAGR 3Y | +10.6% | +14.6% |
| CAGR 5Y | +8.8% | +6.2% |
| Sharpe 3Y | 0.54 | 0.60 |
| Volatility 1Y | 13.38% | 17.80% |
| Max drawdown | -33.82% | -44.15% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.