Screener
PWRD vs SAMT
TCW Transform Systems ETF vs Strategas Macro Thematic Opportunities ETF
Key differences
PWRD is an equity ETF, while SAMT is an alternative ETF. PWRD charges 0.75% a year and SAMT 0.66%.
- PWRD is an equity fund, while SAMT is an alternative fund. They carry different risk/return profiles.
- PWRD follows a active selection strategy; SAMT uses tactical allocation.
- SAMT costs 0.09% less per year.
- Over the last three years, PWRD has delivered higher annualized returns.
Side-by-side comparison
| PWRD | SAMT | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.66% |
| Fund size (AUM) | $1.4B | $706M |
| Since | 2022 | 2022 |
| Dividend yield | 0.15% | 0.59% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | active selection | tactical allocation |
| CAGR 1Y | +32.3% | +39.6% |
| CAGR 3Y | +32.3% | +28.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.22 | 1.43 |
| Volatility 1Y | 23.94% | 17.18% |
| Max drawdown | -25.87% | -20.57% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.