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TRFM vs PWRD
AAM Transformers ETF vs TCW Transform Systems ETF
Key differences
Both TRFM and PWRD are equity ETFs. TRFM charges 0.49% a year and PWRD 0.75%. The main difference: TRFM follows a index tracking strategy; PWRD uses active selection.
- TRFM follows a index tracking strategy; PWRD uses active selection.
- TRFM costs 0.26% less per year.
- PWRD is much larger than TRFM. 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
| TRFM | PWRD | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.75% |
| Fund size (AUM) | $213M | $1.4B |
| Since | 2022 | 2022 |
| Dividend yield | 0.13% | 0.15% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +42.5% | +30.4% |
| CAGR 3Y | +29.6% | +32.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | 1.22 |
| Volatility 1Y | 23.37% | 23.94% |
| Max drawdown | -28.40% | -25.87% |
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