ATFV vs DWUS
Alger 35 ETF vs Advisorshares Dorsey Wright Fsm Us Core Etf
Which is better, ATFV or DWUS?
ATFV has been ahead.
ATFV has a lower expense ratio. ATFV led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ATFV | DWUS |
|---|---|---|
| Expense Ratio | 0.55%Best | 1.08% |
| AUM | $629M | $122M |
| Dividend Yield | 0.17% | 0.03% |
| Holdings | 36 | 4 |
| YTD Return | +10.86%Best | +9.20% |
| 1Y Return | +11.47%Best | +10.11% |
| 3Y Return (annualized) | +37.88%Best | +17.82% |
| 5Y Return (annualized) | +12.24%Best | +9.99% |
| Volatility (annualized) | 23.9% | 16.8%Best |
| Max Drawdown | -45.3% | -26.4%Best |
| $10,000 over 5 years | $17,813Best | $16,098 |
| Fund Family | Alger | Advisor Shares |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | May 4, 2021 | Dec 26, 2019 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 4, 2021 to Oct 14, 2026 (5.4 years).
ATFV vs DWUS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5.4 years both funds cover.
ATFV vs DWUS Performance
Alger 35 ETF (ATFV) is an ETF from Alger and Advisorshares Dorsey Wright Fsm Us Core Etf (DWUS) is an ETF from Advisor Shares. Over the past year ATFV returned +11.47% while DWUS returned +10.11%. Year to date, ATFV is up 10.86% versus a gain of 9.20% for DWUS.
Over three years, ATFV compounded at +37.88% per year against +17.82% for DWUS; over five years the annualized figures are +12.24% and +9.99% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ATFV has been the more volatile fund, with annualized monthly volatility of 23.9% compared with 16.8% for DWUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -45.3% for ATFV and -26.4% for DWUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ATFV charges 0.55% per year while DWUS charges 1.08%. On a $10,000 position that is $55 vs $108 annually, a gap of $53 per year that compounds over a long holding period. On income, ATFV currently yields 0.17% against 0.03% for DWUS.
You are not choosing between two funds in isolation.
Whichever of ATFV and DWUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ATFV or DWUS?
ATFV has an expense ratio of 0.55% while DWUS charges 1.08%. ATFV is the cheaper option, by $53 a year on a $10,000 investment.
Which performed better, ATFV or DWUS?
Over the past year ATFV returned +11.47% vs +10.11% for DWUS, so ATFV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ATFV or DWUS?
ATFV has been the more volatile fund at 23.9% annualized versus 16.8% for DWUS. Worst drawdown: ATFV -45.3% vs DWUS -26.4%.
Should I hold both ATFV and DWUS?
ATFV and DWUS have a monthly-return correlation of 0.85, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, ATFV or DWUS?
ATFV yields 0.17% while DWUS yields 0.03%, so ATFV currently pays the higher dividend yield.
Is DWUS better than ATFV?
ATFV has a lower expense ratio. ATFV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.