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DINE vs CWS

Simplify Tax Aware Diversified Income Strategy ETF vs AdvisorShares Focused Equity ETF

DINE

Simplify Tax Aware Diversified Income Strategy ETF

Annual cost

0.15%

Fund size

$3M

CWS

AdvisorShares Focused Equity ETF

Annual cost

0.65%

Fund size

$133M

Key differences

Both DINE and CWS are equity ETFs. DINE charges 0.15% a year and CWS 0.65%. The main difference: DINE covers emerging markets; CWS covers North America.

  • DINE covers emerging markets; CWS covers North America.
  • DINE costs 0.50% less per year.
  • CWS is much larger than DINE. Larger funds are usually more liquid and less likely to close.
  • CWS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DINECWS
Annual cost (TER)0.15%0.65%
Fund size (AUM)$3M$133M
Since20262016
Dividend yield0.31%
Asset classequityequity
Regionemerging marketsnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+0.9%
CAGR 3YN/A+10.6%
CAGR 5YN/A+8.8%
Sharpe 3YN/A0.54
Volatility 1Y13.38%
Max drawdown-1.23%-33.82%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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