Screener
TMAT vs PWRD
Main Thematic Innovation ETF vs TCW Transform Systems ETF
Key differences
TMAT is an alternative ETF, while PWRD is an equity ETF. TMAT charges 0.82% a year and PWRD 0.75%.
- TMAT is an alternative fund, while PWRD is an equity fund. They carry different risk/return profiles.
- TMAT follows a option income strategy; PWRD uses active selection.
- PWRD costs 0.07% less per year.
- PWRD is much larger than TMAT. 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
| TMAT | PWRD | |
|---|---|---|
| Annual cost (TER) | 0.82% | 0.75% |
| Fund size (AUM) | $242M | $1.4B |
| Since | 2021 | 2022 |
| Dividend yield | 0.02% | 0.15% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +34.4% | +32.3% |
| CAGR 3Y | +26.9% | +32.3% |
| CAGR 5Y | +4.6% | N/A |
| Sharpe 3Y | 0.86 | 1.22 |
| Volatility 1Y | 25.00% | 23.94% |
| Max drawdown | -58.55% | -25.87% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.