Screener
CWS vs VOTE
AdvisorShares Focused Equity ETF vs TCW Transform 500 ETF
Key differences
Both CWS and VOTE are equity ETFs. CWS charges 0.65% a year and VOTE 0.05%. The main difference: CWS follows a active selection strategy; VOTE uses index tracking.
- CWS follows a active selection strategy; VOTE uses index tracking.
- VOTE costs 0.60% less per year.
- VOTE is much larger than CWS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, VOTE has delivered higher annualized returns.
- CWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CWS | VOTE | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.05% |
| Fund size (AUM) | $133M | $1.1B |
| Since | 2016 | 2021 |
| Dividend yield | 0.31% | 0.89% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | -0.3% | +25.1% |
| CAGR 3Y | +11.8% | +22.8% |
| CAGR 5Y | +8.2% | N/A |
| Sharpe 3Y | 0.61 | 1.20 |
| Volatility 1Y | 13.33% | 12.41% |
| Max drawdown | -33.82% | -25.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.