CWS vs. ESML
Compare and contrast key facts about AdvisorShares Focused Equity ETF (CWS) and iShares ESG Aware MSCI USA Small-Cap ETF (ESML).
CWS and ESML are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CWS is an actively managed fund by AdvisorShares. It was launched on Sep 20, 2016. ESML is a passively managed fund by iShares that tracks the performance of the MSCI USA Small Cap Extended ESG Focus Index. It was launched on Apr 10, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CWS or ESML.
Correlation
The correlation between CWS and ESML is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CWS vs. ESML - Performance Comparison
Key characteristics
CWS:
0.41
ESML:
-0.02
CWS:
0.68
ESML:
0.13
CWS:
1.09
ESML:
1.02
CWS:
0.39
ESML:
-0.02
CWS:
1.29
ESML:
-0.06
CWS:
5.05%
ESML:
7.81%
CWS:
15.97%
ESML:
23.14%
CWS:
-33.82%
ESML:
-41.97%
CWS:
-10.76%
ESML:
-20.00%
Returns By Period
In the year-to-date period, CWS achieves a -1.96% return, which is significantly higher than ESML's -12.95% return.
CWS
-1.96%
-3.42%
-7.19%
4.41%
14.58%
N/A
ESML
-12.95%
-8.77%
-11.61%
-3.04%
12.65%
N/A
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CWS vs. ESML - Expense Ratio Comparison
CWS has a 0.77% expense ratio, which is higher than ESML's 0.17% expense ratio.
Risk-Adjusted Performance
CWS vs. ESML — Risk-Adjusted Performance Rank
CWS
ESML
CWS vs. ESML - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AdvisorShares Focused Equity ETF (CWS) and iShares ESG Aware MSCI USA Small-Cap ETF (ESML). 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. ESML - Dividend Comparison
CWS's dividend yield for the trailing twelve months is around 0.60%, less than ESML's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
CWS AdvisorShares Focused Equity ETF | 0.60% | 0.59% | 0.25% | 0.50% | 0.16% | 0.27% | 0.39% | 2.61% | 0.29% | 0.03% |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | 1.39% | 1.22% | 1.31% | 1.46% | 0.94% | 0.99% | 1.10% | 1.07% | 0.00% | 0.00% |
Drawdowns
CWS vs. ESML - Drawdown Comparison
The maximum CWS drawdown since its inception was -33.82%, smaller than the maximum ESML drawdown of -41.97%. Use the drawdown chart below to compare losses from any high point for CWS and ESML. For additional features, visit the drawdowns tool.
Volatility
CWS vs. ESML - Volatility Comparison
The current volatility for AdvisorShares Focused Equity ETF (CWS) is 10.57%, while iShares ESG Aware MSCI USA Small-Cap ETF (ESML) has a volatility of 14.76%. This indicates that CWS experiences smaller price fluctuations and is considered to be less risky than ESML based on this measure. The chart below showcases a comparison of their rolling one-month volatility.