Screener
BPAY vs PWRD
iShares FinTech Active ETF vs TCW Transform Systems ETF
Key differences
- BPAY costs 0.20% less per year.
- PWRD is significantly larger than BPAY — larger funds tend to be more liquid and less likely to close.
- BPAY is classified as alternative, while PWRD is equity — different risk/return profiles.
- BPAY covers global markets; PWRD covers north america.
- Over the last 3 years, PWRD has delivered higher annualized returns.
Side-by-side comparison
| BPAY | PWRD | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.75% |
| Fund size (AUM) | $9M | $1.5B |
| Since | 2022 | 2022 |
| Dividend yield | 2.89% | 0.15% |
| Asset class | alternative | equity |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | -4.3% | +41.4% |
| CAGR 3Y | +10.4% | +32.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.39 | 1.23 |
| Volatility 1Y | 25.59% | 23.59% |
| Max drawdown | -33.62% | -25.87% |
Similar to BPAY and PWRD
Explore further