HFSP vs PWRD
TradersAI Large Cap Equity & Cash ETF vs TCW Transform Systems ETF
Which is better, HFSP 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 | HFSP | PWRD |
|---|---|---|
| Expense Ratio | 1.25% | 0.75%Best |
| AUM | $674,809.14 | $1.5B |
| Dividend Yield | 0.00% | 0.06% |
| Holdings | 3 | 56 |
| YTD Return | -12.80% | +3.29%Best |
| 1Y Return | -24.05% | +2.06%Best |
| 3Y Return (annualized) | - | +25.66% |
| Volatility (annualized) | 15.5%Best | 25.2% |
| Max Drawdown | -38.2% | -25.9%Best |
| $10,000 over 2 years | $6,839 | $13,898Best |
| Fund Family | TradersAI | TCW ETFs |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 23, 2024 | Feb 2, 2022 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 24, 2024 to Oct 14, 2026 (2 years).
HFSP 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 2 years both funds cover.
HFSP vs PWRD Performance
TradersAI Large Cap Equity & Cash ETF (HFSP) is an ETF from TradersAI and TCW Transform Systems ETF (PWRD) is an ETF from TCW ETFs. Over the past year HFSP returned -24.05% while PWRD returned +2.06%. Year to date, HFSP is down 12.80% 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 25.2% compared with 15.5% for HFSP. 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 -38.2% for HFSP 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 0.07. They move largely independently of each other.
Fees and Cost Over Time
HFSP charges 1.25% per year while PWRD charges 0.75%. On a $10,000 position that is $125 vs $75 annually, a gap of $50 per year that compounds over a long holding period. On income, HFSP currently yields 0.00% against 0.06% for PWRD.
Holdings Overlap
We hold position weights for 1 holding in HFSP and 28 in PWRD, totalling 0.1% and 98.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in HFSP and 28 in PWRD, against full books of 3 and 56.
You are not choosing between two funds in isolation.
Whichever of HFSP 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, HFSP or PWRD?
HFSP has an expense ratio of 1.25% while PWRD charges 0.75%. PWRD is the cheaper option, by $50 a year on a $10,000 investment.
Which performed better, HFSP or PWRD?
Over the past year HFSP returned -24.05% vs +2.06% for PWRD, so PWRD leads on 1-year performance. Over the longest common window we track (2 years), HFSP annualized -17.30% vs +17.89% for PWRD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HFSP or PWRD?
PWRD has been the more volatile fund at 25.2% annualized versus 15.5% for HFSP. Worst drawdown: HFSP -38.2% vs PWRD -25.9%.
Should I hold both HFSP and PWRD?
HFSP and PWRD have a monthly-return correlation of 0.07, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, HFSP or PWRD?
HFSP yields 0.00% while PWRD yields 0.06%, so PWRD currently pays the higher dividend yield.
Is PWRD better than HFSP?
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.