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STXV vs PWRD
Strive 1000 Value ETF vs TCW Transform Systems ETF
Key differences
Both STXV and PWRD are equity ETFs. STXV charges 0.18% a year and PWRD 0.75%. The main difference: STXV follows a index tracking strategy; PWRD uses active selection.
- STXV follows a index tracking strategy; PWRD uses active selection.
- STXV costs 0.57% less per year.
- PWRD is much larger than STXV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PWRD has delivered higher annualized returns.
Side-by-side comparison
| STXV | PWRD | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.75% |
| Fund size (AUM) | $79M | $1.4B |
| Since | 2022 | 2022 |
| Dividend yield | 2.24% | 0.15% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +28.1% | +30.4% |
| CAGR 3Y | +19.3% | +32.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.16 | 1.22 |
| Volatility 1Y | 10.11% | 23.94% |
| Max drawdown | -14.80% | -25.87% |
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