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NBCR vs CWS

Neuberger Core Equity ETF vs AdvisorShares Focused Equity ETF

NBCR

Neuberger Core Equity ETF

Annual cost

0.29%

Fund size

$886M

CWS

AdvisorShares Focused Equity ETF

Annual cost

0.65%

Fund size

$133M

Key differences

Both NBCR and CWS are equity ETFs. NBCR charges 0.29% a year and CWS 0.65%. The main difference: NBCR costs 0.36% less per year.

  • NBCR costs 0.36% less per year.
  • NBCR is much larger than CWS. Larger funds are usually more liquid and less likely to close.
  • CWS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBCRCWS
Annual cost (TER)0.29%0.65%
Fund size (AUM)$886M$133M
Since20242016
Dividend yield0.42%0.31%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+20.2%+0.9%
CAGR 3YN/A+10.6%
CAGR 5YN/A+8.8%
Sharpe 3YN/A0.54
Volatility 1Y11.83%13.38%
Max drawdown-18.23%-33.82%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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