DWUS vs GRNY
Advisorshares Dorsey Wright Fsm Us Core Etf vs Fundstrat Granny Shots US Large Cap ETF
Which is better, DWUS or GRNY?
GRNY has been ahead.
GRNY has a lower expense ratio. GRNY led over 1Y 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 | DWUS | GRNY |
|---|---|---|
| Expense Ratio | 1.08% | 0.75%Best |
| AUM | $122M | $4.5B |
| Dividend Yield | 0.03% | 0.13% |
| Holdings | 4 | 86 |
| YTD Return | +9.20% | +10.83%Best |
| 1Y Return | +10.11% | +10.25%Best |
| 3Y Return (annualized) | +17.82% | - |
| 5Y Return (annualized) | +9.99% | - |
| Volatility (annualized) | 16.5%Best | 17.3% |
| Max Drawdown | -19.6%Best | -24.2% |
| $10,000 over 1.9 years | $12,124 | $13,651Best |
| Fund Family | Advisor Shares | Fundstrat Capital |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Dec 26, 2019 | Nov 7, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Nov 7, 2024 to Oct 14, 2026 (1.9 years).
DWUS vs GRNY 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 1.9 years both funds cover.
DWUS vs GRNY Performance
Advisorshares Dorsey Wright Fsm Us Core Etf (DWUS) is an ETF from Advisor Shares and Fundstrat Granny Shots US Large Cap ETF (GRNY) is an ETF from Fundstrat Capital. Over the past year DWUS returned +10.11% while GRNY returned +10.25%. Year to date, DWUS is up 9.20% versus a gain of 10.83% for GRNY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GRNY has been the more volatile fund, with annualized monthly volatility of 17.3% compared with 16.5% 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 -19.6% for DWUS and -24.2% for GRNY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DWUS charges 1.08% per year while GRNY charges 0.75%. On a $10,000 position that is $108 vs $75 annually, a gap of $33 per year that compounds over a long holding period. On income, DWUS currently yields 0.03% against 0.13% for GRNY.
Holdings Overlap
We hold position weights for 4 holdings in DWUS and 42 in GRNY, totalling 100.0% and 99.4% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 4 positions we hold weights for in DWUS and 42 in GRNY, against full books of 4 and 86.
What only one of them owns
Measured across the 4 and 42 positions we hold weights for.
GRNY holds 42 positions DWUS does not, 99.4% of the fund.
Largest: MSTR 3.35%, AMD 3.06%, INTC 3.05%, HOOD 2.74%, SPCX 2.63%
You are not choosing between two funds in isolation.
Whichever of DWUS and GRNY 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, DWUS or GRNY?
DWUS has an expense ratio of 1.08% while GRNY charges 0.75%. GRNY is the cheaper option, by $33 a year on a $10,000 investment.
Which performed better, DWUS or GRNY?
Over the past year DWUS returned +10.11% vs +10.25% for GRNY, so GRNY leads on 1-year performance. Over the longest common window we track (2 years), DWUS annualized +10.67% vs +17.80% for GRNY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DWUS or GRNY?
GRNY has been the more volatile fund at 17.3% annualized versus 16.5% for DWUS. Worst drawdown: DWUS -19.6% vs GRNY -24.2%.
Should I hold both DWUS and GRNY?
DWUS and GRNY have a monthly-return correlation of 0.79, 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, DWUS or GRNY?
DWUS yields 0.03% while GRNY yields 0.13%, so GRNY currently pays the higher dividend yield.
Is GRNY better than DWUS?
GRNY has a lower expense ratio. GRNY led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.