Screener
PWRD vs FORH
TCW Transform Systems ETF vs Formidable ETF
Key differences
- PWRD costs 0.44% less per year.
- PWRD is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- PWRD is classified as equity, while FORH is alternative — different risk/return profiles.
- PWRD follows a active selection strategy; FORH uses option income.
- Over the last 3 years, PWRD has delivered higher annualized returns.
Side-by-side comparison
| PWRD | FORH | |
|---|---|---|
| Annual cost (TER) | 0.75% | 1.19% |
| Fund size (AUM) | $1.5B | $20M |
| Since | 2022 | 2021 |
| Dividend yield | 0.15% | 1.73% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | active selection | option income |
| CAGR 1Y | +41.4% | +13.4% |
| CAGR 3Y | +32.2% | +3.9% |
| CAGR 5Y | N/A | +2.0% |
| Sharpe 3Y | 1.23 | 0.10 |
| Volatility 1Y | 23.59% | 15.64% |
| Max drawdown | -25.87% | -20.73% |
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