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TUGN vs PWRD
STF Tactical Growth & Income ETF vs TCW Transform Systems ETF
Key differences
TUGN is an alternative ETF, while PWRD is an equity ETF. TUGN charges 0.65% a year and PWRD 0.75%.
- TUGN is an alternative fund, while PWRD is an equity fund. They carry different risk/return profiles.
- TUGN follows a option income strategy; PWRD uses active selection.
- TUGN costs 0.10% less per year.
- PWRD is much larger than TUGN. 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
| TUGN | PWRD | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.75% |
| Fund size (AUM) | $78M | $1.4B |
| Since | 2022 | 2022 |
| Dividend yield | 10.59% | 0.15% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +30.9% | +32.3% |
| CAGR 3Y | +21.0% | +32.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.95 | 1.22 |
| Volatility 1Y | 15.91% | 23.94% |
| Max drawdown | -23.45% | -25.87% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.