DWUS vs MILN

DWUS vs MILN

Which is better, DWUS or MILN?

DWUS has been ahead.

MILN has a lower expense ratio. DWUS led over 1Y, 3Y, 5Y and the full window.

Lower Fees: MILNHigher Returns: DWUS

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

MetricDWUSMILN
Expense Ratio1.08%0.50%Best
AUM$122M$89M
Dividend Yield0.03%0.33%
Holdings4164
YTD Return+9.20%Best-7.25%
1Y Return+10.11%Best-10.86%
3Y Return (annualized)+17.82%Best+12.75%
5Y Return (annualized)+9.99%Best-0.22%
Volatility (annualized)18.1%Best23.1%
Max Drawdown-30.5%Best-44.4%
$10,000 over 5 years$16,098Best$9,890
Fund FamilyAdvisor SharesGlobal X by mirae Asset
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionDec 26, 2019May 4, 2016

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Dec 27, 2019 to Oct 14, 2026 (6.8 years).

DWUS vs MILN 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 6.8 years both funds cover.

Compare DWUS against instead:DWUS vs SPYDWUS vs QQQDWUS vs VOODWUS vs VTIMILN against:MILN vs VXUS

DWUS vs MILN Performance

Advisorshares Dorsey Wright Fsm Us Core Etf (DWUS) is an ETF from Advisor Shares and Global X Millennial Consumer ETF (MILN) is an ETF from Global X by mirae Asset. Over the past year DWUS returned +10.11% while MILN returned -10.86%. Year to date, DWUS is up 9.20% versus a loss of 7.25% for MILN.

Over three years, DWUS compounded at +17.82% per year against +12.75% for MILN; over five years the annualized figures are +9.99% and -0.22% respectively. Across the full 7-year window we track, DWUS has the edge at +13.78% annualized vs +7.96%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MILN has been the more volatile fund, with annualized monthly volatility of 23.1% compared with 18.1% 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 -30.5% for DWUS and -44.4% for MILN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DWUS charges 1.08% per year while MILN charges 0.50%. On a $10,000 position that is $108 vs $50 annually, a gap of $58 per year that compounds over a long holding period. On income, DWUS currently yields 0.03% against 0.33% for MILN.

Holdings Overlap

We hold position weights for 4 holdings in DWUS and 80 in MILN, totalling 100.0% and 99.8% 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 80 in MILN, against full books of 4 and 164.

What only one of them owns

Measured across the 4 and 80 positions we hold weights for.

MILN holds 78 positions DWUS does not, 95.8% of the fund.

Largest: AAPL 3.88%, ABNB 3.80%, DASH 3.70%, META 3.51%, GOOGL 3.27%

You are not choosing between two funds in isolation.

Whichever of DWUS and MILN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DWUSMILN

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Frequently Asked Questions

Which is cheaper, DWUS or MILN?

DWUS has an expense ratio of 1.08% while MILN charges 0.50%. MILN is the cheaper option, by $58 a year on a $10,000 investment.

Which performed better, DWUS or MILN?

Over the past year DWUS returned +10.11% vs -10.86% for MILN, so DWUS leads on 1-year performance. Over the longest common window we track (7 years), DWUS annualized +13.78% vs +7.96% for MILN. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DWUS or MILN?

MILN has been the more volatile fund at 23.1% annualized versus 18.1% for DWUS. Worst drawdown: DWUS -30.5% vs MILN -44.4%.

Should I hold both DWUS and MILN?

DWUS and MILN have a monthly-return correlation of 0.82, 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 MILN?

DWUS yields 0.03% while MILN yields 0.33%, so MILN currently pays the higher dividend yield.

Is MILN better than DWUS?

MILN has a lower expense ratio. DWUS 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.