Screener
PWRD vs SCHA
TCW Transform Systems ETF vs Schwab U.S. Small-Cap ETF
Key differences
Both PWRD and SCHA are equity ETFs. PWRD charges 0.75% a year and SCHA 0.04%. The main difference: PWRD follows a active selection strategy; SCHA uses index tracking.
- PWRD follows a active selection strategy; SCHA uses index tracking.
- SCHA costs 0.71% less per year.
- SCHA is much larger than PWRD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PWRD has delivered higher annualized returns.
- SCHA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PWRD | SCHA | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.04% |
| Fund size (AUM) | $1.4B | $22.8B |
| Since | 2022 | 2009 |
| Dividend yield | 0.15% | 1.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +32.3% | +38.2% |
| CAGR 3Y | +32.3% | +19.6% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | 1.22 | 0.80 |
| Volatility 1Y | 23.94% | 18.32% |
| Max drawdown | -25.87% | -42.41% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.