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PWRD vs SAGP

TCW Transform Systems ETF vs Strategas Global Policy Opportunities ETF

PWRD

TCW Transform Systems ETF

Annual cost

0.75%

Fund size

$1.4B

SAGP

Strategas Global Policy Opportunities ETF

Annual cost

0.65%

Fund size

$76M

Key differences

Both PWRD and SAGP are equity ETFs. PWRD charges 0.75% a year and SAGP 0.65%. The main difference: PWRD covers North America; SAGP covers global markets.

  • PWRD covers North America; SAGP covers global markets.
  • SAGP costs 0.10% less per year.
  • PWRD is much larger than SAGP. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PWRD has delivered higher annualized returns.

Side-by-side comparison

PWRDSAGP
Annual cost (TER)0.75%0.65%
Fund size (AUM)$1.4B$76M
Since20222022
Dividend yield0.15%0.51%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+32.3%+13.2%
CAGR 3Y+32.3%+15.4%
CAGR 5YN/AN/A
Sharpe 3Y1.220.88
Volatility 1Y23.94%13.04%
Max drawdown-25.87%-22.90%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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