BBHL vs PWRD

BBHL vs PWRD

Which is better, BBHL or PWRD?

BBHL has been ahead.

BBHL has a lower expense ratio. BBHL led over 1Y. BBHL is less concentrated, with 47.3% of the fund in its ten largest positions against 50.6%.

Lower Fees: BBHLHigher Returns (1Y): BBHLLess Concentrated: BBHL

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBBHLPWRD
Expense Ratio0.71%Best0.75%
AUM$540M$1.5B
Dividend Yield0.00%0.06%
Holdings9856
YTD Return+9.09%Best+3.29%
1Y Return+11.66%Best+2.06%
3Y Return (annualized)-+25.66%
Top 10 Weight47.3%Best50.6%
Fund FamilyBrown Brothers HarrimanTCW ETFs
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionNov 17, 2025Feb 2, 2022

Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

BBHL vs PWRD growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare BBHL against instead:BBHL vs SPYBBHL vs QQQBBHL vs VOOBBHL vs VTIPWRD against:PWRD vs VXUS

BBHL vs PWRD Performance

BBH Select Large Cap ETF (BBHL) is an ETF from Brown Brothers Harriman and TCW Transform Systems ETF (PWRD) is an ETF from TCW ETFs. Over the past year BBHL returned +11.66% while PWRD returned +2.06%. Year to date, BBHL is up 9.09% versus a gain of 3.29% for PWRD.

Past performance does not guarantee future results.

Fees and Cost Over Time

BBHL charges 0.71% per year while PWRD charges 0.75%. On a $10,000 position that is $71 vs $75 annually, a gap of $4 per year that compounds over a long holding period. On income, BBHL currently yields 0.00% against 0.06% for PWRD.

Holdings Overlap

BBHL already in PWRD8.8%
PWRD already in BBHL14.0%

8.8% of BBHL's money is in holdings PWRD also owns. 14.0% of PWRD's money is in holdings BBHL also owns.

PWRD and BBHL share little of their money.

3 positions in common, counted across the 48 positions we hold weights for in BBHL and 28 in PWRD, against full books of 98 and 56.

What only one of them owns

Our book lists 19 positions for PWRD that do not appear in our book for BBHL (67.3% of the fund), and 44 for BBHL that do not appear in PWRD (88.1%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in BBHLWeight in PWRDDifference
KLACKla-tencor4.06%5.32%1.26%
AMATApplied Materials, Inc.3.01%4.88%1.87%
AVGOBroadcom Inc1.71%3.79%2.08%

You are not choosing between two funds in isolation.

Whichever of BBHL and PWRD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BBHLPWRD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BBHL or PWRD?

BBHL has an expense ratio of 0.71% while PWRD charges 0.75%. BBHL is the cheaper option, by $4 a year on a $10,000 investment.

Which performed better, BBHL or PWRD?

Over the past year BBHL returned +11.66% vs +2.06% for PWRD, so BBHL leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

What is the holdings overlap between BBHL and PWRD?

14.0% of PWRD's money is in holdings BBHL also owns. 14.0% of PWRD's is in holdings BBHL also owns. They hold 3 positions in common, counted across the 48 positions we hold weights for in BBHL and 28 in PWRD.

Which pays a higher dividend, BBHL or PWRD?

BBHL yields 0.00% while PWRD yields 0.06%, so PWRD currently pays the higher dividend yield.

Is PWRD better than BBHL?

BBHL has a lower expense ratio. BBHL led over 1Y. BBHL is less concentrated, with 47.3% of the fund in its ten largest positions against 50.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.