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CWS vs YLD

AdvisorShares Focused Equity ETF vs Principal Active High Yield ETF

CWS

AdvisorShares Focused Equity ETF

AdvisorShares

Annual cost

0.65%

Fund size

$155M

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • YLD costs 0.26% less per year.
  • YLD is significantly larger than CWS — larger funds tend to be more liquid and less likely to close.
  • CWS is classified as equity, while YLD is alternative — different risk/return profiles.
  • CWS covers north america markets; YLD covers global.
  • CWS follows a active selection strategy; YLD uses multi strategy.
  • Over the last 3 years, CWS has delivered higher annualized returns.

Side-by-side comparison

CWSYLD
Annual cost (TER)0.65%0.39%
Fund size (AUM)$155M$524M
Since20162015
Dividend yield0.31%7.31%
Asset classequityalternative
Regionnorth americaglobal
Strategyactive selectionmulti strategy
CAGR 1Y-0.0%+8.3%
CAGR 3Y+10.3%+8.9%
CAGR 5Y+7.9%+5.0%
Sharpe 3Y0.520.90
Volatility 1Y13.34%4.32%
Max drawdown-33.82%-28.34%

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

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