Screener
SOXX vs CWS
iShares Semiconductor ETF vs AdvisorShares Focused Equity ETF
Key differences
Both SOXX and CWS are equity ETFs. SOXX charges 0.34% a year and CWS 0.65%. The main difference: SOXX follows a index tracking strategy; CWS uses active selection.
- SOXX follows a index tracking strategy; CWS uses active selection.
- SOXX covers global markets; CWS covers North America.
- SOXX costs 0.31% less per year.
- SOXX is much larger than CWS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SOXX has delivered higher annualized returns.
- SOXX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SOXX | CWS | |
|---|---|---|
| Annual cost (TER) | 0.34% | 0.65% |
| Fund size (AUM) | $38.4B | $133M |
| Since | 2001 | 2016 |
| Dividend yield | 0.29% | 0.31% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +164.9% | +0.9% |
| CAGR 3Y | +56.0% | +10.6% |
| CAGR 5Y | +33.8% | +8.8% |
| Sharpe 3Y | 1.29 | 0.54 |
| Volatility 1Y | 37.35% | 13.38% |
| Max drawdown | -45.75% | -33.82% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.