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PWRD vs ACVF

TCW Transform Systems ETF vs American Conservative Values ETF

PWRD

TCW Transform Systems ETF

Annual cost

0.75%

Fund size

$1.4B

ACVF

American Conservative Values ETF

Annual cost

0.75%

Fund size

$151M

Key differences

Both PWRD and ACVF are equity ETFs. PWRD charges 0.75% a year and ACVF 0.75%. The main difference: PWRD is much larger than ACVF. Larger funds are usually more liquid and less likely to close.

  • PWRD is much larger than ACVF. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PWRD has delivered higher annualized returns.

Side-by-side comparison

PWRDACVF
Annual cost (TER)0.75%0.75%
Fund size (AUM)$1.4B$151M
Since20222020
Dividend yield0.15%0.54%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+30.4%+17.3%
CAGR 3Y+32.3%+19.6%
CAGR 5YN/A+11.9%
Sharpe 3Y1.221.07
Volatility 1Y23.94%11.72%
Max drawdown-25.87%-24.39%

Similar to PWRD and ACVF