Screener
FPFD vs CWS
Fidelity Preferred Securities & Income ETF vs AdvisorShares Focused Equity ETF
Key differences
FPFD is a fixed income ETF, while CWS is an equity ETF. FPFD charges 0.59% a year and CWS 0.65%.
- FPFD is a fixed income fund, while CWS is an equity fund. They carry different risk/return profiles.
- FPFD costs 0.06% less per year.
- Over the last three years, CWS has delivered higher annualized returns.
- CWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FPFD | CWS | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.65% |
| Fund size (AUM) | $83M | $133M |
| Since | 2021 | 2016 |
| Dividend yield | 5.14% | 0.31% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.8% | +0.9% |
| CAGR 3Y | +7.5% | +10.6% |
| CAGR 5Y | N/A | +8.8% |
| Sharpe 3Y | 0.95 | 0.54 |
| Volatility 1Y | 2.98% | 13.38% |
| Max drawdown | -20.83% | -33.82% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.