Screener
ITOT vs CWS
iShares Core S&P Total U.S. Stock Market ETF vs AdvisorShares Focused Equity ETF
Key differences
Both ITOT and CWS are equity ETFs. ITOT charges 0.03% a year and CWS 0.65%. The main difference: ITOT follows a index tracking strategy; CWS uses active selection.
- ITOT follows a index tracking strategy; CWS uses active selection.
- ITOT costs 0.62% less per year.
- ITOT is much larger than CWS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ITOT has delivered higher annualized returns.
- ITOT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ITOT | CWS | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.65% |
| Fund size (AUM) | $93.4B | $133M |
| Since | 2004 | 2016 |
| Dividend yield | 0.98% | 0.31% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +25.2% | +0.9% |
| CAGR 3Y | +21.5% | +10.6% |
| CAGR 5Y | +12.3% | +8.8% |
| Sharpe 3Y | 1.12 | 0.54 |
| Volatility 1Y | 12.69% | 13.38% |
| Max drawdown | -35.00% | -33.82% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.