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FDRS vs DWAS

Founder-Led ETF vs Invesco DWA SmallCap Momentum ETF

FDRS

Founder-Led ETF

Annual cost

0.49%

Fund size

$94M

DWAS

Invesco DWA SmallCap Momentum ETF

Annual cost

0.60%

Fund size

$417M

Key differences

Both FDRS and DWAS are equity ETFs. FDRS charges 0.49% a year and DWAS 0.60%. The main difference: FDRS costs 0.11% less per year.

  • FDRS costs 0.11% less per year.
  • DWAS is much larger than FDRS. Larger funds are usually more liquid and less likely to close.
  • DWAS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FDRSDWAS
Annual cost (TER)0.49%0.60%
Fund size (AUM)$94M$417M
Since20252012
Dividend yield0.01%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+35.7%
CAGR 3YN/A+16.1%
CAGR 5YN/A+5.7%
Sharpe 3YN/A0.59
Volatility 1Y23.38%
Max drawdown-21.64%-46.16%

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

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