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PWRD vs STXG

TCW Transform Systems ETF vs Strive 1000 Growth ETF

PWRD

TCW Transform Systems ETF

Annual cost

0.75%

Fund size

$1.4B

STXG

Strive 1000 Growth ETF

Annual cost

0.18%

Fund size

$152M

Key differences

Both PWRD and STXG are equity ETFs. PWRD charges 0.75% a year and STXG 0.18%. The main difference: PWRD follows a active selection strategy; STXG uses index tracking.

  • PWRD follows a active selection strategy; STXG uses index tracking.
  • STXG costs 0.57% less per year.
  • PWRD is much larger than STXG. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PWRD has delivered higher annualized returns.

Side-by-side comparison

PWRDSTXG
Annual cost (TER)0.75%0.18%
Fund size (AUM)$1.4B$152M
Since20222022
Dividend yield0.15%0.46%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+30.4%+23.6%
CAGR 3Y+32.3%+23.5%
CAGR 5YN/AN/A
Sharpe 3Y1.221.09
Volatility 1Y23.94%14.79%
Max drawdown-25.87%-21.22%

Similar to PWRD and STXG