Screener
FNDB vs PWRD
Schwab Fundamental U.S. Broad Market ETF vs TCW Transform Systems ETF
Key differences
Both FNDB and PWRD are equity ETFs. FNDB charges 0.25% a year and PWRD 0.75%. The main difference: FNDB follows a index enhanced strategy; PWRD uses active selection.
- FNDB follows a index enhanced strategy; PWRD uses active selection.
- FNDB costs 0.50% less per year.
- Over the last three years, PWRD has delivered higher annualized returns.
- FNDB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FNDB | PWRD | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.75% |
| Fund size (AUM) | $1.3B | $1.4B |
| Since | 2013 | 2022 |
| Dividend yield | 1.45% | 0.15% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | active selection |
| CAGR 1Y | +32.1% | +36.0% |
| CAGR 3Y | +20.5% | +32.0% |
| CAGR 5Y | +12.6% | N/A |
| Sharpe 3Y | 1.20 | 1.20 |
| Volatility 1Y | 10.95% | 24.63% |
| Max drawdown | -38.17% | -25.87% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.