Screener
FDMO vs CWS
Fidelity Momentum Factor ETF vs AdvisorShares Focused Equity ETF
Key differences
Both FDMO and CWS are equity ETFs. FDMO charges 0.15% a year and CWS 0.65%. The main difference: FDMO follows a index tracking strategy; CWS uses active selection.
- FDMO follows a index tracking strategy; CWS uses active selection.
- FDMO costs 0.50% less per year.
- FDMO is much larger than CWS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FDMO has delivered higher annualized returns.
Side-by-side comparison
| FDMO | CWS | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.65% |
| Fund size (AUM) | $903M | $133M |
| Since | 2016 | 2016 |
| Dividend yield | 0.56% | 0.31% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +31.1% | +0.9% |
| CAGR 3Y | +28.3% | +10.6% |
| CAGR 5Y | +16.0% | +8.8% |
| Sharpe 3Y | 1.24 | 0.54 |
| Volatility 1Y | 17.46% | 13.38% |
| Max drawdown | -33.94% | -33.82% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.