DWUS vs SXQG
Advisorshares Dorsey Wright Fsm Us Core Etf vs ETC 6 Meridian Quality Growth ETF
Which is better, DWUS or SXQG?
DWUS has been ahead.
SXQG has a lower expense ratio. DWUS 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 | DWUS | SXQG |
|---|---|---|
| Expense Ratio | 1.08% | 0.70%Best |
| AUM | $122M | $63M |
| Dividend Yield | 0.03% | 0.00% |
| Holdings | 4 | 235 |
| YTD Return | +9.20%Best | +3.37% |
| 1Y Return | +10.11%Best | +2.54% |
| 3Y Return (annualized) | +17.82%Best | +11.82% |
| 5Y Return (annualized) | +9.99%Best | +5.68% |
| Volatility (annualized) | 16.8% | 16.4%Best |
| Max Drawdown | -26.4%Best | -34.0% |
| $10,000 over 5 years | $16,098Best | $13,181 |
| Fund Family | Advisor Shares | 6 Meridian ETF |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Dec 26, 2019 | May 10, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 11, 2021 to Oct 14, 2026 (5.4 years).
DWUS vs SXQG 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.
DWUS vs SXQG Performance
Advisorshares Dorsey Wright Fsm Us Core Etf (DWUS) is an ETF from Advisor Shares and ETC 6 Meridian Quality Growth ETF (SXQG) is an ETF from 6 Meridian ETF. Over the past year DWUS returned +10.11% while SXQG returned +2.54%. Year to date, DWUS is up 9.20% versus a gain of 3.37% for SXQG.
Over three years, DWUS compounded at +17.82% per year against +11.82% for SXQG; over five years the annualized figures are +9.99% and +5.68% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DWUS has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 16.4% for SXQG. 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 -26.4% for DWUS and -34.0% for SXQG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DWUS charges 1.08% per year while SXQG charges 0.70%. On a $10,000 position that is $108 vs $70 annually, a gap of $38 per year that compounds over a long holding period. On income, DWUS currently yields 0.03% against 0.00% for SXQG.
Holdings Overlap
We hold position weights for 4 holdings in DWUS and 84 in SXQG, totalling 100.0% and 100.0% 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 84 in SXQG, against full books of 4 and 235.
What only one of them owns
Measured across the 4 and 84 positions we hold weights for.
SXQG holds 80 positions DWUS does not, 97.6% of the fund.
Largest: AAPL 4.97%, MSFT 4.94%, GOOGL 4.80%, NVDA 4.74%, MU 4.29%
You are not choosing between two funds in isolation.
Whichever of DWUS and SXQG 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 SXQG?
DWUS has an expense ratio of 1.08% while SXQG charges 0.70%. SXQG is the cheaper option, by $38 a year on a $10,000 investment.
Which performed better, DWUS or SXQG?
Over the past year DWUS returned +10.11% vs +2.54% for SXQG, so DWUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DWUS or SXQG?
DWUS has been the more volatile fund at 16.8% annualized versus 16.4% for SXQG. Worst drawdown: DWUS -26.4% vs SXQG -34.0%.
Should I hold both DWUS and SXQG?
DWUS and SXQG have a monthly-return correlation of 0.84, 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 SXQG?
DWUS yields 0.03% while SXQG yields 0.00%, so DWUS currently pays the higher dividend yield.
Is SXQG better than DWUS?
SXQG 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.