Screener
SAMT vs PWRD
Strategas Macro Thematic Opportunities ETF vs TCW Transform Systems ETF
Key differences
SAMT is an alternative ETF, while PWRD is an equity ETF. SAMT charges 0.66% a year and PWRD 0.75%.
- SAMT is an alternative fund, while PWRD is an equity fund. They carry different risk/return profiles.
- SAMT follows a tactical allocation strategy; PWRD uses active selection.
- SAMT costs 0.09% less per year.
- Over the last three years, PWRD has delivered higher annualized returns.
Side-by-side comparison
| SAMT | PWRD | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.75% |
| Fund size (AUM) | $706M | $1.4B |
| Since | 2022 | 2022 |
| Dividend yield | 0.59% | 0.15% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +39.6% | +32.3% |
| CAGR 3Y | +28.5% | +32.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.43 | 1.22 |
| Volatility 1Y | 17.18% | 23.94% |
| Max drawdown | -20.57% | -25.87% |
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