Screener
OPTZ vs CWS
Optimize Strategy Index ETF vs AdvisorShares Focused Equity ETF
Key differences
- OPTZ costs 0.40% less per year.
- OPTZ follows a index tracking strategy; CWS uses active selection.
- CWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OPTZ | CWS | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.65% |
| Fund size (AUM) | $242M | $155M |
| Since | 2024 | 2016 |
| Dividend yield | 0.50% | 0.31% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +54.9% | -0.0% |
| CAGR 3Y | N/A | +10.3% |
| CAGR 5Y | N/A | +7.9% |
| Sharpe 3Y | N/A | 0.52 |
| Volatility 1Y | 18.03% | 13.34% |
| Max drawdown | -25.75% | -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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