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SMIZ vs CWS

Zacks Small/Mid Cap ETF vs AdvisorShares Focused Equity ETF

SMIZ

Zacks Small/Mid Cap ETF

Annual cost

0.55%

Fund size

$258M

CWS

AdvisorShares Focused Equity ETF

Annual cost

0.65%

Fund size

$133M

Key differences

  • SMIZ costs 0.10% less per year.
  • CWS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMIZCWS
Annual cost (TER)0.55%0.65%
Fund size (AUM)$258M$133M
Since20232016
Dividend yield0.54%0.31%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+29.0%-0.3%
CAGR 3YN/A+11.8%
CAGR 5YN/A+8.2%
Sharpe 3YN/A0.61
Volatility 1Y17.00%13.33%
Max drawdown-25.04%-33.82%

Similar to SMIZ and CWS