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DWSH vs FV

AdvisorShares Dorsey Wright Short ETF vs First Trust Dorsey Wright Focus 5 ETF

DWSH

AdvisorShares Dorsey Wright Short ETF

AdvisorShares

Annual cost

6.22%

Fund size

$9M

FV

First Trust Dorsey Wright Focus 5 ETF

First Trust

Annual cost

0.89%

Fund size

$3.5B

Key differences

  • FV costs 5.33% less per year.
  • FV is significantly larger than DWSH — larger funds tend to be more liquid and less likely to close.
  • DWSH is classified as alternative, while FV is equity — different risk/return profiles.
  • DWSH covers north america markets; FV covers global.
  • DWSH follows a long short strategy; FV uses index tracking.
  • Over the last 3 years, FV has delivered higher annualized returns.

Side-by-side comparison

DWSHFV
Annual cost (TER)6.22%0.89%
Fund size (AUM)$9M$3.5B
Since20182014
Dividend yield6.38%0.57%
Asset classalternativeequity
Regionnorth americaglobal
Strategylong shortindex tracking
CAGR 1Y-13.1%+27.3%
CAGR 3Y-5.3%+18.0%
CAGR 5Y-2.0%+10.4%
Sharpe 3Y-0.280.77
Volatility 1Y21.02%15.21%
Max drawdown-82.73%-34.04%

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

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