Screener
PWRD vs SCHK
TCW Transform Systems ETF vs Schwab 1000 ETF
Key differences
Both PWRD and SCHK are equity ETFs. PWRD charges 0.75% a year and SCHK 0.03%. The main difference: PWRD follows a active selection strategy; SCHK uses index tracking.
- PWRD follows a active selection strategy; SCHK uses index tracking.
- SCHK costs 0.72% less per year.
- SCHK 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.
- SCHK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PWRD | SCHK | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.03% |
| Fund size (AUM) | $1.4B | $5.7B |
| Since | 2022 | 2017 |
| Dividend yield | 0.15% | 1.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +32.3% | +25.8% |
| CAGR 3Y | +32.3% | +22.1% |
| CAGR 5Y | N/A | +12.8% |
| Sharpe 3Y | 1.22 | 1.16 |
| Volatility 1Y | 23.94% | 12.46% |
| Max drawdown | -25.87% | -34.80% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.