Screener
PWRD vs TUGN
TCW Transform Systems ETF vs STF Tactical Growth & Income ETF
Key differences
PWRD is an equity ETF, while TUGN is an alternative ETF. PWRD charges 0.75% a year and TUGN 0.65%.
- PWRD is an equity fund, while TUGN is an alternative fund. They carry different risk/return profiles.
- PWRD follows a active selection strategy; TUGN uses option income.
- TUGN costs 0.10% less per year.
- PWRD is much larger than TUGN. 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 | TUGN | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.65% |
| Fund size (AUM) | $1.4B | $78M |
| Since | 2022 | 2022 |
| Dividend yield | 0.15% | 10.59% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +32.3% | +30.9% |
| CAGR 3Y | +32.3% | +21.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.22 | 0.95 |
| Volatility 1Y | 23.94% | 15.91% |
| Max drawdown | -25.87% | -23.45% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.