Screener
IG vs CWS
Principal Investment Grade Corporate ETF vs AdvisorShares Focused Equity ETF
Key differences
- IG costs 0.46% less per year.
- IG is classified as fixed income, while CWS is equity — different risk/return profiles.
- Over the last 3 years, CWS has delivered higher annualized returns.
Side-by-side comparison
| IG | CWS | |
|---|---|---|
| Annual cost (TER) | 0.19% | 0.65% |
| Fund size (AUM) | $179M | $155M |
| Since | 2018 | 2016 |
| Dividend yield | 5.06% | 0.31% |
| Asset class | fixed income | equity |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.2% | +1.0% |
| CAGR 3Y | +5.5% | +10.3% |
| CAGR 5Y | +0.4% | +8.4% |
| Sharpe 3Y | 0.32 | 0.51 |
| Volatility 1Y | 4.81% | 13.35% |
| Max drawdown | -23.17% | -33.82% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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