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  • ETF
  • FWDD
    Pricing Data
    Change: $0.11 (0.0%)
    Time: 07/19/17
    Previous Close: $49.35
  • Category
  • Large Cap Blend Equities
Last Updated:



  • Issuer: AdvisorShares
  • Structure: ETF
  • Expense Ratio: 1.25%
  • ETF Home Page: Home page
  • Inception: Jun 20, 2011
  • Tax Form: 1099
  • Tracks This Index: NONE

Trading Data

Open: - Volume -
Day Lo - Day Hi -
  • 52 Week Lo: $40.89
  • 52 Week Hi: $49.46
  • AUM: $27.1 M
  • Shares: 0.6 M

Investment Themes

Historical Trading Data

  • 1 Month Avg. Volume: 1,294
  • 3 Month Avg. Volume: 1,106

Alternative ETFs in the Large Cap Blend Equities Category

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Type Ticker Expense Ratio Assets Avg. Daily Vol YTD Return
Largest (AUM)
Most Liquid (Volume)
Top YTD Performer

Analyst Report

This actively-managed ETF offers a unique approach to domestic equity exposure, utilizing forward-looking earnings estimates to determine the allocation made to individual securities. The result is a broad-based portfolio of large cap U.S. stocks, making FWDD a potentially useful tool for investors looking to establish exposure to this asset class that is at the core of many long-term portfolios. The methodology behind FWDD may have some appeal to investors looking to avoid market cap weighting, and might also be attractive because of the balanced nature of the underlying portfolio--across both sectors and individual companies. The most substantial potential drawback of FWDD is the expense structure; this ETF is close to 100 basis points more expensive than index-based funds that simply seek to replicate the S&P 500 Index that serves is the benchmark. That serves as the "alpha hurdle" that FWDD must consistently clear in order to justify the hefty expenses. Investors looking for other alternatives to cap-weighting have a number of options available to them; the equal-weighted RSP similarly offers better balance and breaks the link between weighting and stock price, and that fund is considerably cheaper than FWDD.

Realtime Rating

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Realtime Rating Summary

The adjacent table gives investors an individual Realtime Rating for FWDD on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Large Cap Blend Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.

Compare to another ETF

View the Category Report

FWDD Overall Realtime Rating:

A+ Overall Rated ETF:

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity B- n/a
Expenses C n/a

Knowledge Centers

FWDD In-Depth Analysis

The following tables and charts contain in-depth metrics for this ETF and compare it to similar peer ETFs within its ETFdb.com Category.

FWDD Holdings

Filings Data as of: Jul 19, 2017

Concentration Analysis

This section compares how balanced and deep this ETF is relative to the peer group ETFdb.com Category.

Number of Holdings
Category Low
Category High
% Assets in Top 10
Category Low
Category High
% Assets in Top 15
Category Low
Category High
% Assets in Top 50
Category Low
Category High

Asset Allocation

Asset Percentage
Common equity 97.64%
ETF Cash Component 2.36%

Sector Breakdown

Sector Percentage
Consumer, Cyclical 20.24%
Financials 18.97%
Technology 15.72%
Industrials 13.05%
Healthcare 10.07%
Energy 7.09%
Consumer, Non-Cyclical 4.81%
Basic Materials 4.45%
ETF Cash Component 2.36%
Real Estate 1.56%
Utilities 1.49%
Telecommunications 0.15%
Other 0.04%

Market Cap Breakdown

Market Cap Percentage
Large cap 61.01%
Mid cap 33.97%
Small cap 2.65%
ETF Cash Component 2.36%

Region Breakdown

Region Percentage
North America 96.24%
Europe 3.25%
Asia-Pacific 0.51%

Market Tier Breakdown

Region Percentage
United States 96.24%
Developed Markets (ex-US) 3.76%

Country Breakdown

Country Percentage
United States 96.24%
United Kingdom 2.39%
Ireland 0.5%
Singapore 0.46%
Switzerland 0.35%
Hong Kong 0.04%

FWDD Expenses & Fees

This section compares the cost efficiency of this ETF to peers in the same ETFdb.com Category.

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Expenses Ratio Analysis

ETF Average
ETF Wtd. Average
Category Average
Expense Ratio
Category Low
Category High

Commission Free Trading

This ETF is not currently available for commission free trading on any platforms.

Category Commission Free Trading

There are 15 other ETFs in the Large Cap Blend Equities ETFdb.com Category that are also eligible for commission free trading:

FWDD Performance

This section shows how this ETF has performed relative to its peer group ETFdb.com Category.

1 Week Return
Category Low
Category High
4 Week Return
Category Low
Category High
13 Week Return
Category Low
Category High
26 Week Return
Category Low
Category High
Year to Date Return
Category Low
Category High
1 Year Return
Category Low
Category High
3 Year Return
Category Low
Category High
5 Year Return
Category Low
Category High

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The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of FWDD relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

FWDD Valuation

This section shows how the P/E multiple of this ETF compares to the peer group ETFdb.com Category.

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P/E Ratio
Category Low
Category High

FWDD Dividend

This section shows how the dividend yield of this ETF compares to the peer group ETFdb.com Category.

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Dividend Date
Annual Dividend Rate
Annual Dividend Yield
Category Low
Category High

FWDD Technicals

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Volatility Analysis

This section shows how the volatility of this ETF compares to the peer group ETFdb.com Category.

5 Day Volatility
Category Low
Category High
20 Day Volatility
Category Low
Category High
50 Day Volatility
Category Low
Category High
200 Day Volatility
Category Low
Category High
Category Low
Category High
Standard Deviation
Category Low
Category High


  • 20 Day MA: $48.62
  • 60 Day MA: $47.84
  • MACD 15 Period: 0.73
  • MACD 100 Period: 2.03
  • Williams % Range 10 Day: n/a
  • Williams % Range 20 Day: n/a
  • RSI 10 Day: 73
  • RSI 20 Day: 66
  • RSI 30 Day: 63
  • Ultimate Oscillator: 84

Bollinger Brands

  • Lower Bollinger (10 Day): $48.05
  • Upper Bollinger (10 Day): $49.56
  • Lower Bollinger (20 Day): $47.88
  • Upper Bollinger (20 Day): $49.35
  • Lower Bollinger (30 Day): $47.17
  • Upper Bollinger (30 Day): $49.47

Support & Resistance

  • Support Level 1: $49.32
  • Support Level 2: $49.17
  • Resistance Level 1: $49.53
  • Resistance Level 2: $49.60


  • Stochastic Oscillator %D (1 Day): 72.46
  • Stochastic Oscillator %D (5 Day): 87.53
  • Stochastic Oscillator %K (1 Day): 67.33
  • Stochastic Oscillator %K (5 Day): 77.39

Fact Sheet

Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.

Source: LSEG Information Services (US), Inc. (“LSEG”) © LSEG 2016. All rights in the XTF data, ratings and / or underlying data contained in this communication (“the XTF information”) vest in LSEG and/or its licensors. Neither LSEG nor its licensors accept any liability arising out of the use of, reliance on or any errors or omissions in the XTF information. No further distribution of the XTF information is permitted without LSEG’s express written consent. LSEG does not promote, sponsor or endorse the content of this communication.