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ETFT vs PWRD

Fundsmith Equity ETF vs TCW Transform Systems ETF

ETFT

Fundsmith Equity ETF

Annual cost

Fund size

PWRD

TCW Transform Systems ETF

Annual cost

0.75%

Fund size

$1.4B

Key differences

ETFT is an alternative ETF, while PWRD is an equity ETF.

  • ETFT is an alternative fund, while PWRD is an equity fund. They carry different risk/return profiles.
  • ETFT follows a long short strategy; PWRD uses active selection.

Side-by-side comparison

ETFTPWRD
Annual cost (TER)0.75%
Fund size (AUM)$1.4B
Since2022
Dividend yield0.15%
Asset classalternativeequity
Regionnorth americanorth america
Strategylong shortactive selection
CAGR 1YN/A+30.4%
CAGR 3YN/A+32.3%
CAGR 5YN/AN/A
Sharpe 3YN/A1.22
Volatility 1Y23.94%
Max drawdown-14.76%-25.87%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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