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PWRD vs STXV
TCW Transform Systems ETF vs Strive 1000 Value ETF
Key differences
Both PWRD and STXV are equity ETFs. PWRD charges 0.75% a year and STXV 0.18%. The main difference: PWRD follows a active selection strategy; STXV uses index tracking.
- PWRD follows a active selection strategy; STXV uses index tracking.
- STXV costs 0.57% less per year.
- PWRD is much larger than STXV. 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
| PWRD | STXV | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.18% |
| Fund size (AUM) | $1.4B | $79M |
| Since | 2022 | 2022 |
| Dividend yield | 0.15% | 2.24% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +30.4% | +28.1% |
| CAGR 3Y | +32.3% | +19.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.22 | 1.16 |
| Volatility 1Y | 23.94% | 10.11% |
| Max drawdown | -25.87% | -14.80% |
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