Screener
PWRD vs FNDC
TCW Transform Systems ETF vs Schwab Fundamental International Small Equity ETF
Key differences
Both PWRD and FNDC are equity ETFs. PWRD charges 0.75% a year and FNDC 0.39%. The main difference: PWRD follows a active selection strategy; FNDC uses index tracking.
- PWRD follows a active selection strategy; FNDC uses index tracking.
- PWRD covers North America; FNDC covers global markets excluding the US.
- FNDC costs 0.36% less per year.
- Over the last three years, PWRD has delivered higher annualized returns.
- FNDC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PWRD | FNDC | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.39% |
| Fund size (AUM) | $1.4B | $3.1B |
| Since | 2022 | 2013 |
| Dividend yield | 0.15% | 3.40% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +32.3% | +24.0% |
| CAGR 3Y | +32.3% | +18.0% |
| CAGR 5Y | N/A | +7.0% |
| Sharpe 3Y | 1.22 | 0.95 |
| Volatility 1Y | 23.94% | 14.52% |
| Max drawdown | -25.87% | -43.22% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.