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SURE vs MAVF

AdvisorShares Insider Advantage ETF vs Matrix Advisors Value ETF

SURE

AdvisorShares Insider Advantage ETF

AdvisorShares

Annual cost

0.90%

Fund size

$52M

MAVF

Matrix Advisors Value ETF

Matrix Asset Advisors Inc

Annual cost

0.75%

Fund size

$91M

Key differences

  • MAVF costs 0.15% less per year.
  • MAVF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SUREMAVF
Annual cost (TER)0.90%0.75%
Fund size (AUM)$52M$91M
Since20111996
Dividend yield0.94%0.23%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+25.6%+38.0%
CAGR 3Y+17.8%N/A
CAGR 5Y+9.3%N/A
Sharpe 3Y0.92N/A
Volatility 1Y12.96%14.03%
Max drawdown-35.68%-14.87%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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