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Compare CWS vs. IVV
Compare shares and ETFs on the US stock markets that you can trade on Pearler.
Overview
When it comes to investing in the US stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the US stock exchanges are the AdvisorShares Focused Equity ETF (CWS) and the iShares Core S&P 500 ETF (IVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CWS | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 648 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $921.12 |
Average age group | N/A | 26 - 35 |
Key Summary
CWS | IVV | |
|---|---|---|
Strategy | CWS was created on 2016-09-20 by AdvisorShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 182.4m in AUM and 27 holdings. CWS is an actively-managed ETF that aims to achieve long-term capital appreciation and outperform the S&P 500 Index by holding a focused group of US-listed stocks using proprietary models. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 759845.55m in AUM and 503 holdings. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | Comfort Systems USA Inc (4.44 %) Amphenol Corp Class A (4.35 %) Casey's General Stores Inc (4.35 %) | NVIDIA CORP (7.65 %) APPLE INC (6.42 %) MICROSOFT CORP (5.71 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.65 % | 0.03 % |
Key Summary
CWS | IVV | |
|---|---|---|
Issuer | AdvisorShares | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.03 % |
Price | $71.97 USD | $695.14 USD |
Size | $185.680 million | $768.435 billion |
10Y return | N/A | 272.86 % |
Annual distribution yield (5Y) | 1.75 % | 1.39 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
CWS | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 648 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $921.12 |
Average age group | N/A | 26 - 35 |
Pros and Cons
CWS | IVV | |
|---|---|---|
Pros |
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Cons |
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CWS | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |