Screener
PWRD vs FNDB
TCW Transform Systems ETF vs Schwab Fundamental U.S. Broad Market ETF
Key differences
Both PWRD and FNDB are equity ETFs. PWRD charges 0.75% a year and FNDB 0.25%. The main difference: PWRD follows a active selection strategy; FNDB uses index enhanced.
- PWRD follows a active selection strategy; FNDB uses index enhanced.
- 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
| PWRD | FNDB | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.25% |
| Fund size (AUM) | $1.4B | $1.3B |
| Since | 2022 | 2013 |
| Dividend yield | 0.15% | 1.45% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +36.0% | +32.1% |
| CAGR 3Y | +32.0% | +20.5% |
| CAGR 5Y | N/A | +12.6% |
| Sharpe 3Y | 1.20 | 1.20 |
| Volatility 1Y | 24.63% | 10.95% |
| Max drawdown | -25.87% | -38.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.