CWS vs. IAI ETF Comparison
Comparison of AdvisorShares Focused Equity ETF (CWS) to iShares U.S. Broker-Dealers ETF (IAI)
CWS
AdvisorShares Focused Equity ETF
CWS Description
The AdvisorShares Focused Equity ETF seeks long-term capital appreciation. CWS aims to achieve its investment objective by investing primarily in a focused group of U.S. exchange-listed equity securities that the portfolio manager believes have favorable fundamental attributes.
Grade (RS Rating)
Last Trade
$68.18
Average Daily Volume
10,345
Number of Holdings
*
25
* may have additional holdings in another (foreign) market
IAI
iShares U.S. Broker-Dealers ETF
IAI Description
The investment seeks to track the investment results of an index composed of U.S. equities in the investment services sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Select Investment Services Index (the "underlying index"), which measures the performance of the investment services sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$133.11
Average Daily Volume
97,294
Number of Holdings
*
32
* may have additional holdings in another (foreign) market
Performance
| Period | CWS | IAI |
|---|---|---|
| 30 Days | -0.53% | 3.98% |
| 60 Days | 0.90% | 4.51% |
| 90 Days | 4.58% | 11.72% |
| 12 Months | 34.60% | 49.20% |
CWS Overweight 22 Positions Relative to IAI
CWS Underweight 29 Positions Relative to IAI
| Symbol | Grade | Weight | |
|---|---|---|---|
| GS | B | -14.05% | |
| SPGI | D | -13.22% | |
| MS | B | -12.44% | |
| SCHW | B | -4.79% | |
| COIN | C | -4.75% | |
| CME | B | -4.29% | |
| MSCI | C | -4.23% | |
| NDAQ | B | -4.08% | |
| RJF | A | -3.67% | |
| CBOE | B | -2.98% | |
| LPLA | A | -2.81% | |
| HOOD | B | -2.23% | |
| IBKR | A | -2.22% | |
| TW | B | -1.98% | |
| MKTX | B | -1.46% | |
| SF | A | -1.43% | |
| JEF | B | -1.39% | |
| EVR | A | -1.27% | |
| HLI | A | -1.23% | |
| MORN | B | -1.19% | |
| LAZ | A | -0.81% | |
| PIPR | B | -0.61% | |
| MC | D | -0.46% | |
| PJT | B | -0.45% | |
| BGC | A | -0.38% | |
| VIRT | A | -0.37% | |
| SNEX | A | -0.35% | |
| DFIN | F | -0.22% | |
| LPRO | C | -0.08% |
CWS: Top Represented Industries & Keywords
Industries:
Business Services
Capital Markets
Medical Devices
Aerospace & Defense
Auto Parts
Chemicals
Confectioners
Credit Services
Diagnostics & Research
Electronic Components
Financial Data & Stock Exchanges
Information Technology Services
Insurance - Life
Medical Distribution
Packaging & Containers
Recreational Vehicles
Rental & Leasing Services
Software - Application
Software - Infrastructure
Specialty Industrial Machinery
IAI: Top Represented Industries & Keywords
Industries:
Capital Markets
Financial Data & Stock Exchanges
Asset Management
Business Services
Credit Services
Software - Application
Software - Infrastructure
Keywords:
S&P 500
Investment Bank
Brokerage
Investment Banking
Advisory Services
Exchange Traded Fund
Financial Advisory Services
Futures Exchanges
Financial Advisors
Market Data
Banking
Clearing Services
Credit Default Swap
Electronic Trading
Financial Market
Fixed Income Products
Futures Exchange
Hedge Funds
Income Products
Insurance
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