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PWRD vs NTSX

TCW Transform Systems ETF vs WisdomTree U.S. Efficient Core Fund

PWRD

TCW Transform Systems ETF

Annual cost

0.75%

Fund size

$1.5B

NTSX

WisdomTree U.S. Efficient Core Fund

Annual cost

0.20%

Fund size

$1.3B

Key differences

  • NTSX costs 0.55% less per year.
  • Over the last 3 years, PWRD has delivered higher annualized returns.

Side-by-side comparison

PWRDNTSX
Annual cost (TER)0.75%0.20%
Fund size (AUM)$1.5B$1.3B
Since20222018
Dividend yield0.15%1.12%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+41.4%+28.2%
CAGR 3Y+32.2%+20.0%
CAGR 5YN/A+10.2%
Sharpe 3Y1.231.05
Volatility 1Y23.59%12.50%
Max drawdown-25.87%-31.34%

Similar to PWRD and NTSX