Screener
PWRD vs SCHC
TCW Transform Systems ETF vs Schwab International Small-Cap Equity ETF
Key differences
Both PWRD and SCHC are equity ETFs. PWRD charges 0.75% a year and SCHC 0.08%. The main difference: PWRD follows a active selection strategy; SCHC uses index tracking.
- PWRD follows a active selection strategy; SCHC uses index tracking.
- PWRD covers North America; SCHC covers global markets excluding the US.
- SCHC costs 0.67% less per year.
- SCHC 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.
- SCHC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PWRD | SCHC | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.08% |
| Fund size (AUM) | $1.4B | $5.6B |
| Since | 2022 | 2010 |
| Dividend yield | 0.15% | 3.27% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +32.3% | +23.4% |
| CAGR 3Y | +32.3% | +17.6% |
| CAGR 5Y | N/A | +5.8% |
| Sharpe 3Y | 1.22 | 0.88 |
| Volatility 1Y | 23.94% | 15.83% |
| Max drawdown | -25.87% | -43.94% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.