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PWRD vs NTSI

TCW Transform Systems ETF vs WisdomTree International Efficient Core Fund

PWRD

TCW Transform Systems ETF

TCW

Annual cost

0.75%

Fund size

$1.5B

NTSI

WisdomTree International Efficient Core Fund

WisdomTree

Annual cost

0.26%

Fund size

$486M

Key differences

  • NTSI costs 0.49% less per year.
  • PWRD is significantly larger than NTSI — larger funds tend to be more liquid and less likely to close.
  • PWRD is classified as equity, while NTSI is mixed asset — different risk/return profiles.
  • PWRD covers north america markets; NTSI covers global.
  • Over the last 3 years, PWRD has delivered higher annualized returns.

Side-by-side comparison

PWRDNTSI
Annual cost (TER)0.75%0.26%
Fund size (AUM)$1.5B$486M
Since20222021
Dividend yield0.15%3.60%
Asset classequitymixed asset
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+41.4%+22.2%
CAGR 3Y+32.2%+13.7%
CAGR 5YN/AN/A
Sharpe 3Y1.230.71
Volatility 1Y23.59%15.05%
Max drawdown-25.87%-34.01%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to PWRD and NTSI