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FDRS vs PWRD

Founder-Led ETF vs TCW Transform Systems ETF

FDRS

Founder-Led ETF

Annual cost

0.49%

Fund size

$94M

PWRD

TCW Transform Systems ETF

Annual cost

0.75%

Fund size

$1.4B

Key differences

Both FDRS and PWRD are equity ETFs. FDRS charges 0.49% a year and PWRD 0.75%. The main difference: FDRS follows a index tracking strategy; PWRD uses active selection.

  • FDRS follows a index tracking strategy; PWRD uses active selection.
  • FDRS costs 0.26% less per year.
  • PWRD is much larger than FDRS. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FDRSPWRD
Annual cost (TER)0.49%0.75%
Fund size (AUM)$94M$1.4B
Since20252022
Dividend yield0.15%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1YN/A+30.4%
CAGR 3YN/A+32.3%
CAGR 5YN/AN/A
Sharpe 3YN/A1.22
Volatility 1Y23.94%
Max drawdown-21.64%-25.87%

Similar to FDRS and PWRD