Screener
SCHB vs PWRD
Schwab U.S. Broad Market ETF vs TCW Transform Systems ETF
Key differences
Both SCHB and PWRD are equity ETFs. SCHB charges 0.03% a year and PWRD 0.75%. The main difference: SCHB follows a index tracking strategy; PWRD uses active selection.
- SCHB follows a index tracking strategy; PWRD uses active selection.
- SCHB costs 0.72% less per year.
- SCHB is much larger than PWRD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PWRD has delivered higher annualized returns.
- SCHB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHB | PWRD | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.75% |
| Fund size (AUM) | $43.3B | $1.4B |
| Since | 2009 | 2022 |
| Dividend yield | 1.01% | 0.15% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +25.1% | +36.0% |
| CAGR 3Y | +21.5% | +32.0% |
| CAGR 5Y | +12.4% | N/A |
| Sharpe 3Y | 1.13 | 1.20 |
| Volatility 1Y | 12.63% | 24.63% |
| Max drawdown | -35.27% | -25.87% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.