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PWRD vs SCHF

TCW Transform Systems ETF vs Schwab International Equity ETF

PWRD

TCW Transform Systems ETF

Annual cost

0.75%

Fund size

$1.4B

SCHF

Schwab International Equity ETF

Annual cost

0.03%

Fund size

$66.5B

Key differences

Both PWRD and SCHF are equity ETFs. PWRD charges 0.75% a year and SCHF 0.03%. The main difference: PWRD follows a active selection strategy; SCHF uses index tracking.

  • PWRD follows a active selection strategy; SCHF uses index tracking.
  • PWRD covers North America; SCHF covers global markets excluding the US.
  • SCHF costs 0.72% less per year.
  • SCHF 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.
  • SCHF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PWRDSCHF
Annual cost (TER)0.75%0.03%
Fund size (AUM)$1.4B$66.5B
Since20222009
Dividend yield0.15%2.95%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+32.3%+28.6%
CAGR 3Y+32.3%+19.5%
CAGR 5YN/A+9.4%
Sharpe 3Y1.221.00
Volatility 1Y23.94%16.21%
Max drawdown-25.87%-34.87%

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

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