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FESM vs CWS

Fidelity Enhanced Small Cap Core ETF vs AdvisorShares Focused Equity ETF

FESM

Fidelity Enhanced Small Cap Core ETF

Fidelity Investments

Annual cost

0.28%

Fund size

$5.0B

CWS

AdvisorShares Focused Equity ETF

AdvisorShares

Annual cost

0.65%

Fund size

$155M

Key differences

  • FESM costs 0.37% less per year.
  • FESM is significantly larger than CWS — larger funds tend to be more liquid and less likely to close.
  • FESM follows a index enhanced strategy; CWS uses active selection.
  • FESM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FESMCWS
Annual cost (TER)0.28%0.65%
Fund size (AUM)$5.0B$155M
Since20072016
Dividend yield0.55%0.31%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedactive selection
CAGR 1Y+52.9%-0.0%
CAGR 3YN/A+10.3%
CAGR 5YN/A+7.9%
Sharpe 3YN/A0.52
Volatility 1Y19.05%13.34%
Max drawdown-26.93%-33.82%

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

Similar to FESM and CWS