Screener
TUG vs PWRD
STF Tactical Growth ETF vs TCW Transform Systems ETF
Key differences
TUG is a mixed asset ETF, while PWRD is an equity ETF. TUG charges 0.65% a year and PWRD 0.75%.
- TUG is a mixed asset fund, while PWRD is an equity fund. They carry different risk/return profiles.
- TUG costs 0.10% less per year.
- PWRD is much larger than TUG. 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
| TUG | PWRD | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.75% |
| Fund size (AUM) | $45M | $1.4B |
| Since | 2022 | 2022 |
| Dividend yield | 0.52% | 0.15% |
| Asset class | mixed asset | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +34.5% | +32.3% |
| CAGR 3Y | +21.9% | +32.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.94 | 1.22 |
| Volatility 1Y | 16.93% | 23.94% |
| Max drawdown | -22.27% | -25.87% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.