Screener
SCHK vs PWRD
Schwab 1000 ETF vs TCW Transform Systems ETF
Key differences
Both SCHK and PWRD are equity ETFs. SCHK charges 0.03% a year and PWRD 0.75%. The main difference: SCHK follows a index tracking strategy; PWRD uses active selection.
- SCHK follows a index tracking strategy; PWRD uses active selection.
- SCHK costs 0.72% less per year.
- SCHK 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.
- SCHK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHK | PWRD | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.75% |
| Fund size (AUM) | $5.7B | $1.4B |
| Since | 2017 | 2022 |
| Dividend yield | 1.00% | 0.15% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.9% | +30.4% |
| CAGR 3Y | +22.4% | +32.3% |
| CAGR 5Y | +12.8% | N/A |
| Sharpe 3Y | 1.18 | 1.22 |
| Volatility 1Y | 12.47% | 23.94% |
| Max drawdown | -34.80% | -25.87% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.