CWS vs. BRK-B
Compare and contrast key facts about AdvisorShares Focused Equity ETF (CWS) and Berkshire Hathaway Inc. (BRK-B).
CWS is an actively managed fund by AdvisorShares. It was launched on Sep 20, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CWS or BRK-B.
Key characteristics
| CWS | BRK-B | |
|---|---|---|
| YTD Return | 2.28% | 12.32% |
| 1Y Return | 19.61% | 23.94% |
| 3Y Return (Ann) | 8.90% | 12.81% |
| 5Y Return (Ann) | 12.92% | 12.90% |
| Sharpe Ratio | 1.51 | 1.88 |
| Daily Std Dev | 12.80% | 12.18% |
| Max Drawdown | -33.82% | -53.86% |
| Current Drawdown | -4.74% | -4.74% |
Correlation
The correlation between CWS and BRK-B is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CWS vs. BRK-B - Performance Comparison
In the year-to-date period, CWS achieves a 2.28% return, which is significantly lower than BRK-B's 12.32% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
CWS vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AdvisorShares Focused Equity ETF (CWS) and Berkshire Hathaway Inc. (BRK-B). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CWS vs. BRK-B - Dividend Comparison
CWS's dividend yield for the trailing twelve months is around 0.24%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
CWS AdvisorShares Focused Equity ETF | 0.24% | 0.25% | 0.50% | 0.16% | 0.27% | 0.39% | 2.61% | 0.29% | 0.03% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CWS vs. BRK-B - Drawdown Comparison
The maximum CWS drawdown since its inception was -33.82%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for CWS and BRK-B. For additional features, visit the drawdowns tool.
Volatility
CWS vs. BRK-B - Volatility Comparison
AdvisorShares Focused Equity ETF (CWS) and Berkshire Hathaway Inc. (BRK-B) have volatilities of 3.47% and 3.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.