EGGS vs PWRD
NestYield Total Return Guard ETF vs TCW Transform Systems ETF
Which is better, EGGS or PWRD?
PWRD has been ahead.
PWRD has a lower expense ratio. PWRD led over 1Y and the full window.
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 | EGGS | PWRD |
|---|---|---|
| Expense Ratio | 0.93% | 0.75%Best |
| AUM | $61M | $1.5B |
| Dividend Yield | 22.11% | 0.06% |
| Holdings | 44 | 56 |
| YTD Return | +4.61%Best | +3.29% |
| 1Y Return | -5.30% | +2.06%Best |
| 3Y Return (annualized) | - | +25.66% |
| Volatility (annualized) | 23.9%Best | 25.4% |
| Max Drawdown | -24.2%Best | -25.9% |
| $10,000 over 1.8 years | $11,670 | $13,980Best |
| Fund Family | NestYield | TCW ETFs |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 26, 2024 | Feb 2, 2022 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 27, 2024 to Oct 14, 2026 (1.8 years).
EGGS 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 1.8 years both funds cover.
EGGS vs PWRD Performance
NestYield Total Return Guard ETF (EGGS) is an ETF from NestYield and TCW Transform Systems ETF (PWRD) is an ETF from TCW ETFs. Over the past year EGGS returned -5.30% while PWRD returned +2.06%. Year to date, EGGS is up 4.61% versus a gain of 3.29% for PWRD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PWRD has been the more volatile fund, with annualized monthly volatility of 25.4% compared with 23.9% for EGGS. 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 -24.2% for EGGS 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EGGS charges 0.93% per year while PWRD charges 0.75%. On a $10,000 position that is $93 vs $75 annually, a gap of $18 per year that compounds over a long holding period. On income, EGGS currently yields 22.11% against 0.06% for PWRD.
Holdings Overlap
At least 4.7% of PWRD's money is in holdings EGGS also owns.
Only one direction is shown: for EGGS, our book for it lists positions totalling 105.2% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
PWRD and EGGS share little of their money.
2 positions in common, counted across the 23 positions we hold weights for in EGGS and 28 in PWRD, against full books of 44 and 56.
You are not choosing between two funds in isolation.
Whichever of EGGS 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, EGGS or PWRD?
EGGS has an expense ratio of 0.93% while PWRD charges 0.75%. PWRD is the cheaper option, by $18 a year on a $10,000 investment.
Which performed better, EGGS or PWRD?
Over the past year EGGS returned -5.30% vs +2.06% for PWRD, so PWRD leads on 1-year performance. Over the longest common window we track (2 years), EGGS annualized +8.96% vs +20.46% for PWRD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EGGS or PWRD?
PWRD has been the more volatile fund at 25.4% annualized versus 23.9% for EGGS. Worst drawdown: EGGS -24.2% vs PWRD -25.9%.
Should I hold both EGGS and PWRD?
EGGS and PWRD have a monthly-return correlation of 0.83, 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 EGGS and PWRD?
At least 4.7% of PWRD's money is in holdings EGGS also owns. Our book for EGGS is partial, so the real figure is this or higher. They hold 2 positions in common, counted across the 23 positions we hold weights for in EGGS and 28 in PWRD.
Which pays a higher dividend, EGGS or PWRD?
EGGS yields 22.11% while PWRD yields 0.06%, so EGGS currently pays the higher dividend yield.
Is PWRD better than EGGS?
PWRD has a lower expense ratio. PWRD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.