Skip to content
Beacon
Screener

USMD vs PWRD

CoreValues America First Technology ETF vs TCW Transform Systems ETF

USMD

CoreValues America First Technology ETF

Annual cost

0.87%

Fund size

$0.3M

PWRD

TCW Transform Systems ETF

Annual cost

0.75%

Fund size

$1.4B

Key differences

Both USMD and PWRD are equity ETFs. USMD charges 0.87% a year and PWRD 0.75%. The main difference: PWRD costs 0.12% less per year.

  • PWRD costs 0.12% less per year.
  • PWRD is much larger than USMD. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

USMDPWRD
Annual cost (TER)0.87%0.75%
Fund size (AUM)$0.3M$1.4B
Since20262022
Dividend yield0.15%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+30.4%
CAGR 3YN/A+32.3%
CAGR 5YN/AN/A
Sharpe 3YN/A1.22
Volatility 1Y23.94%
Max drawdown-9.51%-25.87%

Similar to USMD and PWRD