Screener
IVV vs CWS
iShares Core S&P 500 ETF vs AdvisorShares Focused Equity ETF
Key differences
Both IVV and CWS are equity ETFs. IVV charges 0.03% a year and CWS 0.65%. The main difference: IVV follows a index tracking strategy; CWS uses active selection.
- IVV follows a index tracking strategy; CWS uses active selection.
- IVV costs 0.62% less per year.
- IVV is much larger than CWS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IVV has delivered higher annualized returns.
- IVV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IVV | CWS | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.65% |
| Fund size (AUM) | $854.9B | $133M |
| Since | 2000 | 2016 |
| Dividend yield | 1.06% | 0.31% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.8% | +0.9% |
| CAGR 3Y | +21.9% | +10.6% |
| CAGR 5Y | +13.5% | +8.8% |
| Sharpe 3Y | 1.17 | 0.54 |
| Volatility 1Y | 12.28% | 13.38% |
| Max drawdown | -33.90% | -33.82% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.