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SCHF vs PWRD

Schwab International Equity ETF vs TCW Transform Systems ETF

SCHF

Schwab International Equity ETF

Annual cost

0.03%

Fund size

$66.5B

PWRD

TCW Transform Systems ETF

Annual cost

0.75%

Fund size

$1.4B

Key differences

Both SCHF and PWRD are equity ETFs. SCHF charges 0.03% a year and PWRD 0.75%. The main difference: SCHF follows a index tracking strategy; PWRD uses active selection.

  • SCHF follows a index tracking strategy; PWRD uses active selection.
  • SCHF covers global markets excluding the US; PWRD covers North America.
  • SCHF costs 0.72% less per year.
  • SCHF 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.
  • SCHF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHFPWRD
Annual cost (TER)0.03%0.75%
Fund size (AUM)$66.5B$1.4B
Since20092022
Dividend yield2.95%0.15%
Asset classequityequity
Regionglobal ex usnorth america
Strategyindex trackingactive selection
CAGR 1Y+28.6%+32.3%
CAGR 3Y+19.5%+32.3%
CAGR 5Y+9.4%N/A
Sharpe 3Y1.001.22
Volatility 1Y16.21%23.94%
Max drawdown-34.87%-25.87%

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

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