Screener
SAMM vs PWRD
Strategas Macro Momentum ETF vs TCW Transform Systems ETF
Key differences
Both SAMM and PWRD are equity ETFs. SAMM charges 0.65% a year and PWRD 0.75%. The main difference: SAMM costs 0.10% less per year.
- SAMM costs 0.10% less per year.
- PWRD is much larger than SAMM. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| SAMM | PWRD | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.75% |
| Fund size (AUM) | $31M | $1.4B |
| Since | 2024 | 2022 |
| Dividend yield | 0.93% | 0.15% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.2% | +32.3% |
| CAGR 3Y | N/A | +32.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.22 |
| Volatility 1Y | 17.72% | 23.94% |
| Max drawdown | -24.09% | -25.87% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.