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SCHC vs PWRD

Schwab International Small-Cap Equity ETF vs TCW Transform Systems ETF

SCHC

Schwab International Small-Cap Equity ETF

Annual cost

0.08%

Fund size

$5.6B

PWRD

TCW Transform Systems ETF

Annual cost

0.75%

Fund size

$1.4B

Key differences

Both SCHC and PWRD are equity ETFs. SCHC charges 0.08% a year and PWRD 0.75%. The main difference: SCHC follows a index tracking strategy; PWRD uses active selection.

  • SCHC follows a index tracking strategy; PWRD uses active selection.
  • SCHC covers global markets excluding the US; PWRD covers North America.
  • SCHC costs 0.67% less per year.
  • SCHC 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.
  • SCHC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHCPWRD
Annual cost (TER)0.08%0.75%
Fund size (AUM)$5.6B$1.4B
Since20102022
Dividend yield3.27%0.15%
Asset classequityequity
Regionglobal ex usnorth america
Strategyindex trackingactive selection
CAGR 1Y+23.4%+32.3%
CAGR 3Y+17.6%+32.3%
CAGR 5Y+5.8%N/A
Sharpe 3Y0.881.22
Volatility 1Y15.83%23.94%
Max drawdown-43.94%-25.87%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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