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XCOR vs CWS

Fundx ETF vs AdvisorShares Focused Equity ETF

XCOR

Fundx ETF

Annual cost

1.15%

Fund size

$193M

CWS

AdvisorShares Focused Equity ETF

Annual cost

0.65%

Fund size

$133M

Key differences

Both XCOR and CWS are equity ETFs. XCOR charges 1.15% a year and CWS 0.65%. The main difference: CWS costs 0.50% less per year.

  • CWS costs 0.50% less per year.
  • Over the last three years, XCOR has delivered higher annualized returns.
  • XCOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XCORCWS
Annual cost (TER)1.15%0.65%
Fund size (AUM)$193M$133M
Since20012016
Dividend yield0.38%0.31%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+26.1%+0.9%
CAGR 3Y+22.5%+10.6%
CAGR 5YN/A+8.8%
Sharpe 3Y1.060.54
Volatility 1Y13.61%13.38%
Max drawdown-22.54%-33.82%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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