CWS vs IDVZ
Comparison between ADVISORSHARES FOCUSED EQUITY ETF (CWS, ETF) and POLEN INTERNATIONAL DIVIDEND INCOME ETF (IDVZ, ETF).
CWS vs IDVZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CWS
$155M
IDVZ
$155M
Expense Ratio
Winner
CWS
0.65%
IDVZ
0.75%
Max Drawdown
CWS
33.82%
Winner
IDVZ
11.35%
Sharpe Ratio
CWS
-0.23
Winner
IDVZ
1.32
5Y Beta
CWS
0.67
Winner
IDVZ
0.53
P/E Ratio
CWS
23.89
IDVZ
N/A
Forward P/E
CWS
19.86
IDVZ
N/A
PEG Ratio
CWS
0.73
IDVZ
N/A
5Y Dividends CAGR
CWS
32.22%
IDVZ
N/A
5Y EPS CAGR
CWS
24.14%
IDVZ
N/A
Debt to Equity
CWS
45.97%
IDVZ
N/A
P/S Ratio
CWS
1.34
IDVZ
N/A
P/B Ratio
CWS
5.55
IDVZ
N/A
CWS vs IDVZ - Holdings Comparison
CWS and IDVZ have 1 common holdings. Overlap is 0.00%
CWS's top 25 holdings weight is 99.70%. IDVZ's top 25 holdings weight is 74.62%.
| Rank | CWS | IDVZ |
|---|---|---|
| #1 | COMFORT SYSTEMS USA INC (FIX) - 8.20% | ORANGE SA ADR (ORANY) - 4.52% |
| #2 | IES HOLDINGS INC (IESC) - 7.15% | NOKIA OYJ ADR (NOK) - 4.12% |
| #3 | CASEY'S GENERAL STORES INC (CASY) - 5.89% | ENEL SPA ADR (ENLAY) - 3.69% |
| #4 | MUELLER INDUSTRIES INC (MLI) - 4.82% | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR) - 3.45% |
| #5 | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 4.67% | KONINKLIJKE KPN NV ADR (KKPNY) - 3.31% |
| #6 | SPROUTS FARMERS MARKET INC (SFM) - 4.41% | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 3.28% |
| #7 | AMPHENOL CORP CLASS A (APH) - 4.19% | WAL MART DE MEXICO SAB DE CV ADR (WMMVY) - 3.21% |
| #8 | SCIENCE APPLICATIONS INTERNATIONAL CORP (SAIC) - 4.05% | UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 3.20% |
| #9 | HENRY SCHEIN INC (HSIC) - 3.96% | TOTALENERGIES SE (TTE:XPAR) - 3.17% |
| #10 | AMERICAN WATER WORKS CO INC (AWK) - 3.84% | INTESA SANPAOLO ADR (ISNPY) - 3.14% |
| #11 | HEICO CORP (HEI) - 3.82% | RIO TINTO PLC ADR (RIO) - 3.13% |
| #12 | INTERCONTINENTAL EXCHANGE INC (ICE) - 3.78% | GSK PLC ADR (GSK) - 3.11% |
| #13 | MCKESSON CORP (MCK) - 3.74% | SANOFI SA ADR (SNY) - 3.08% |
| #14 | MOODYS CORP (MCO) - 3.68% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.01% |
| #15 | STRYKER CORP (SYK) - 3.62% | ROCHE HOLDING AG ADR (RHHBY) - 2.99% |
| #16 | ROLLINS INC (ROL) - 3.59% | ASML HOLDING NV ADR (ASML) - 2.76% |
| #17 | RESMED INC (RMD) - 3.50% | RECKITT BENCKISER GROUP PLC ADR (RBGLY) - 2.62% |
| #18 | CENCORA INC (COR) - 3.26% | BNP PARIBAS ADR (BNPQY) - 2.52% |
| #19 | FACTSET RESEARCH SYSTEMS INC (FDS) - 3.25% | HSBC HOLDINGS PLC ADR (HSBC) - 2.50% |
| #20 | THERMO FISHER SCIENTIFIC INC (TMO) - 3.17% | AMERICA MOVIL SAB DE CV ADR SERIES B (AMX) - 2.42% |
| #21 | FAIR ISAAC CORP (FICO) - 2.98% | IMPERIAL BRANDS PLC ADR (IMBBY) - 2.37% |
| #22 | ABBOTT LABORATORIES (ABT) - 2.84% | TELEFONICA BRASIL SA ADR (VIV) - 2.29% |
| #23 | ADOBE INC (ADBE) - 2.80% | BUNZL PLC ADR (BZLFY) - 2.26% |
| #24 | BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 2.64% | BP PLC ADR (BP) - 2.25% |
| #25 | INTUIT INC (INTU) - 1.85% | COCA-COLA FEMSA SAB DE CV ADR (KOF) - 2.22% |
| Total Holdings | 26 | 42 |
CWS vs IDVZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CWS
-0.65%
IDVZ
-2.31%
3M
CWS
-1.14%
Winner
IDVZ
+2.12%
6M
CWS
-2.17%
Winner
IDVZ
+11.14%
1Y
CWS
-0.29%
Winner
IDVZ
+19.80%
5Y(CAGR)
CWS
+8.25%
IDVZ
N/A
10Y(CAGR)
CWS
+11.28%
IDVZ
N/A
Max(CAGR)
CWS
+11.28%
Winner
IDVZ
+27.43%
CWS vs IDVZ - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | CWS | IDVZ |
|---|---|---|
| 2026 | -1.46% | +7.21% |
| 2025 | +6.52% | +32.13% |
| 2024 | +10.75% | -1.61% |
| 2023 | +24.69% | N/A |
| 2022 | -8.78% | N/A |
| 2021 | +23.04% | N/A |
| 2020 | +17.50% | N/A |
| 2019 | +30.28% | N/A |
| 2018 | -6.53% | N/A |
| 2017 | +19.95% | N/A |
| 2016 | +3.01% | N/A |
CWS vs IDVZ Drawdown Comparison
The maximum drawdown for CWS was -33.82%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The maximum drawdown for IDVZ was -10.99%, occurring on Apr 8, 2025. Recovery took 29 trading sessions.
The current CWS drawdown is -5.82%. The current IDVZ drawdown is -3.83%.
| Rank | CWS | IDVZ |
|---|---|---|
| #1 | -33.82% Feb 19, 2020 - Aug 12, 2020 | -10.99% Mar 17, 2025 - Apr 28, 2025 |
| #2 | -24.87% Dec 31, 2021 - Jun 15, 2023 | -9.35% Feb 25, 2026 - Mar 20, 2026 |
| #3 | -18.40% Sep 13, 2018 - Jun 5, 2019 | -3.53% Jul 23, 2025 - Aug 12, 2025 |
| #4 | -16.56% Nov 29, 2024 - Jan 12, 2026 | -3.23% Nov 12, 2025 - Dec 11, 2025 |
| #5 | -13.07% Aug 1, 2023 - Dec 1, 2023 | -3.17% Feb 18, 2025 - Mar 7, 2025 |
| #6 | -11.92% Jan 16, 2026 - Mar 30, 2026 | -3.14% Oct 3, 2025 - Nov 11, 2025 |
| #7 | -9.59% Jan 29, 2018 - Jul 26, 2018 | -2.82% Jun 12, 2025 - Jul 23, 2025 |
| #8 | -6.59% Sep 2, 2020 - Oct 9, 2020 | -2.51% Aug 19, 2025 - Sep 11, 2025 |
| #9 | -6.48% Oct 14, 2020 - Nov 6, 2020 | -2.36% Jan 7, 2025 - Jan 21, 2025 |
| #10 | -6.20% Mar 28, 2024 - May 15, 2024 | -2.05% Mar 7, 2025 - Mar 17, 2025 |
| #11 | -6.11% Sep 2, 2021 - Oct 29, 2021 | -1.61% Dec 27, 2024 - Jan 6, 2025 |
| #12 | -5.77% Jan 8, 2021 - Mar 15, 2021 | -1.31% Sep 23, 2025 - Sep 30, 2025 |
| #13 | -4.79% Apr 23, 2021 - Jul 29, 2021 | -1.20% Jan 27, 2026 - Feb 6, 2026 |
| #14 | -4.51% Sep 22, 2016 - Nov 10, 2016 | -1.15% Jan 30, 2025 - Feb 5, 2025 |
| #15 | -4.34% Jul 26, 2019 - Sep 6, 2019 | -0.97% May 27, 2025 - Jun 2, 2025 |
Correlation
Correlation between CWS and IDVZ is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.42
-101
Dividend Comparison (2016 - 2026)
CWS vs IDVZ dividend yield comparison.
| Year | CWS | IDVZ |
|---|---|---|
| 2026 | 0.00% | 1.41% |
| 2025 | 0.31% | 2.88% |
| 2024 | 0.59% | 0.00% |
| 2023 | 0.25% | 0.00% |
| 2022 | 0.50% | 0.00% |
| 2021 | 0.16% | 0.00% |
| 2020 | 0.27% | 0.00% |
| 2019 | 0.39% | 0.00% |
| 2018 | 2.07% | 0.00% |
| 2017 | 0.29% | 0.00% |
| 2016 | 0.03% | 0.00% |
Select Stocks to Compare
Popular: CWS vs SPYIDVZ vs SPY
More Comparisons
Compare with similar stocks