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THMZ vs CWS

Lazard Equity Megatrends ETF vs AdvisorShares Focused Equity ETF

THMZ

Lazard Equity Megatrends ETF

Annual cost

0.50%

Fund size

$51M

CWS

AdvisorShares Focused Equity ETF

Annual cost

0.65%

Fund size

$155M

Key differences

  • THMZ costs 0.15% less per year.
  • CWS is significantly larger than THMZ — larger funds tend to be more liquid and less likely to close.
  • THMZ covers global markets; CWS covers north america.
  • CWS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

THMZCWS
Annual cost (TER)0.50%0.65%
Fund size (AUM)$51M$155M
Since20252016
Dividend yield0.42%0.31%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionactive selection
CAGR 1Y+15.8%+1.0%
CAGR 3YN/A+10.3%
CAGR 5YN/A+8.4%
Sharpe 3YN/A0.51
Volatility 1Y15.66%13.35%
Max drawdown-15.99%-33.82%

Similar to THMZ and CWS