Screener
PY vs CWS
Principal Value ETF vs AdvisorShares Focused Equity ETF
Key differences
Both PY and CWS are equity ETFs. PY charges 0.15% a year and CWS 0.65%. The main difference: PY costs 0.50% less per year.
- PY costs 0.50% less per year.
- Over the last three years, PY has delivered higher annualized returns.
Side-by-side comparison
| PY | CWS | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.65% |
| Fund size (AUM) | $220M | $133M |
| Since | 2016 | 2016 |
| Dividend yield | 2.11% | 0.31% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.5% | +0.9% |
| CAGR 3Y | +12.9% | +10.6% |
| CAGR 5Y | +7.4% | +8.8% |
| Sharpe 3Y | 0.69 | 0.54 |
| Volatility 1Y | 10.51% | 13.38% |
| Max drawdown | -45.44% | -33.82% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.