CHGX vs PWRD
Stance Sustainable Beta ETF vs TCW Transform Systems ETF
Which is better, CHGX or PWRD?
Each has led over a different period.
CHGX has a lower expense ratio. CHGX led over 1Y, PWRD over 3Y and the full window. CHGX is less concentrated, with 11.8% of the fund in its ten largest positions against 50.6%.
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
| Metric | CHGX | PWRD |
|---|---|---|
| Expense Ratio | 0.49%Best | 0.75% |
| AUM | $179M | $1.5B |
| Dividend Yield | 0.55% | 0.06% |
| Holdings | 203 | 56 |
| YTD Return | +21.11%Best | +3.29% |
| 1Y Return | +20.36%Best | +2.06% |
| 3Y Return (annualized) | +3.83% | +25.66%Best |
| 5Y Return (annualized) | +0.53% | - |
| Volatility (annualized) | 24.0% | 23.2%Best |
| Max Drawdown | -47.3% | -25.9%Best |
| $10,000 over 4.7 years | $10,780 | $21,348Best |
| Top 10 Weight | 11.8%Best | 50.6% |
| Fund Family | STANCE Capital | TCW ETFs |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 14, 2024 | Feb 2, 2022 |
Volatility and max drawdown, and the $10,000 over 4.7 years row, are measured over the window both funds cover: Feb 3, 2022 to Oct 14, 2026 (4.7 years).
CHGX 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 covers the 4.7 years both funds cover.
CHGX vs PWRD Performance
Stance Sustainable Beta ETF (CHGX) is an ETF from STANCE Capital and TCW Transform Systems ETF (PWRD) is an ETF from TCW ETFs. Over the past year CHGX returned +20.36% while PWRD returned +2.06%. Year to date, CHGX is up 21.11% versus a gain of 3.29% for PWRD.
Over three years, CHGX compounded at +3.83% per year against +25.66% for PWRD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CHGX has been the more volatile fund, with annualized monthly volatility of 24.0% compared with 23.2% for PWRD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -47.3% for CHGX and -25.9% for PWRD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.52. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CHGX charges 0.49% per year while PWRD charges 0.75%. On a $10,000 position that is $49 vs $75 annually, a gap of $26 per year that compounds over a long holding period. On income, CHGX currently yields 0.55% against 0.06% for PWRD.
Holdings Overlap
3.3% of CHGX's money is in holdings PWRD also owns. 13.3% of PWRD's money is in holdings CHGX also owns.
PWRD and CHGX share little of their money.
3 positions in common, counted across the 101 positions we hold weights for in CHGX and 28 in PWRD, against full books of 203 and 56.
What only one of them owns
Our book lists 19 positions for PWRD that do not appear in our book for CHGX (68.0% of the fund), and 98 for CHGX that do not appear in PWRD (96.7%).
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.
You are not choosing between two funds in isolation.
Whichever of CHGX and PWRD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CHGX or PWRD?
CHGX has an expense ratio of 0.49% while PWRD charges 0.75%. CHGX is the cheaper option, by $26 a year on a $10,000 investment.
Which performed better, CHGX or PWRD?
Over the past year CHGX returned +20.36% vs +2.06% for PWRD, so CHGX leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CHGX or PWRD?
CHGX has been the more volatile fund at 24.0% annualized versus 23.2% for PWRD. Worst drawdown: CHGX -47.3% vs PWRD -25.9%.
Should I hold both CHGX and PWRD?
CHGX and PWRD have a monthly-return correlation of 0.52, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between CHGX and PWRD?
13.3% of PWRD's money is in holdings CHGX also owns. 13.3% of PWRD's is in holdings CHGX also owns. They hold 3 positions in common, counted across the 101 positions we hold weights for in CHGX and 28 in PWRD.
Which pays a higher dividend, CHGX or PWRD?
CHGX yields 0.55% while PWRD yields 0.06%, so CHGX currently pays the higher dividend yield.
Is PWRD better than CHGX?
CHGX has a lower expense ratio. CHGX led over 1Y, PWRD over 3Y and the full window. CHGX is less concentrated, with 11.8% 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.