Screener
IEDI vs CWS
iShares U.S. Consumer Focused ETF vs AdvisorShares Focused Equity ETF
Key differences
Both IEDI and CWS are equity ETFs. IEDI charges 0.18% a year and CWS 0.65%. The main difference: IEDI costs 0.47% less per year.
- IEDI costs 0.47% less per year.
- CWS is much larger than IEDI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IEDI has delivered higher annualized returns.
Side-by-side comparison
| IEDI | CWS | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.65% |
| Fund size (AUM) | $27M | $133M |
| Since | 2018 | 2016 |
| Dividend yield | 0.97% | 0.31% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.3% | +0.9% |
| CAGR 3Y | +14.4% | +10.6% |
| CAGR 5Y | +6.8% | +8.8% |
| Sharpe 3Y | 0.73 | 0.54 |
| Volatility 1Y | 13.51% | 13.38% |
| Max drawdown | -30.60% | -33.82% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.