Screener
PWRD vs SAMM
TCW Transform Systems ETF vs Strategas Macro Momentum ETF
Key differences
Both PWRD and SAMM are equity ETFs. PWRD charges 0.75% a year and SAMM 0.65%. The main difference: SAMM costs 0.10% less per year.
- SAMM costs 0.10% less per year.
- PWRD is much larger than SAMM. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| PWRD | SAMM | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.65% |
| Fund size (AUM) | $1.4B | $31M |
| Since | 2022 | 2024 |
| Dividend yield | 0.15% | 0.93% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +32.3% | +25.2% |
| CAGR 3Y | +32.3% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.22 | N/A |
| Volatility 1Y | 23.94% | 17.72% |
| Max drawdown | -25.87% | -24.09% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.