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USPX vs CWS
Franklin U.S. Equity Index ETF vs AdvisorShares Focused Equity ETF
Key differences
- USPX costs 0.62% less per year.
- USPX is significantly larger than CWS — larger funds tend to be more liquid and less likely to close.
- USPX follows a index tracking strategy; CWS uses active selection.
- Over the last 3 years, USPX has delivered higher annualized returns.
Side-by-side comparison
| USPX | CWS | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.65% |
| Fund size (AUM) | $1.8B | $155M |
| Since | 2016 | 2016 |
| Dividend yield | 1.09% | 0.31% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +30.4% | +1.0% |
| CAGR 3Y | +23.1% | +10.3% |
| CAGR 5Y | +12.9% | +8.4% |
| Sharpe 3Y | 1.21 | 0.51 |
| Volatility 1Y | 12.23% | 13.35% |
| Max drawdown | -31.21% | -33.82% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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