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PWRD vs BCFN

TCW Transform Systems ETF vs Baron Financials ETF

PWRD

TCW Transform Systems ETF

Annual cost

0.75%

Fund size

$1.4B

BCFN

Baron Financials ETF

Annual cost

0.80%

Fund size

$47M

Key differences

Both PWRD and BCFN are equity ETFs. PWRD charges 0.75% a year and BCFN 0.80%. The main difference: PWRD covers North America; BCFN covers global markets.

  • PWRD covers North America; BCFN covers global markets.
  • PWRD costs 0.05% less per year.
  • PWRD is much larger than BCFN. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

PWRDBCFN
Annual cost (TER)0.75%0.80%
Fund size (AUM)$1.4B$47M
Since20222019
Dividend yield0.15%0.00%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+30.4%N/A
CAGR 3Y+32.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.22N/A
Volatility 1Y23.94%
Max drawdown-25.87%-20.95%

Similar to PWRD and BCFN