IGLD vs PWRD
FT Vest Gold Strategy Target Income ETF vs TCW Transform Systems ETF
Which is better, IGLD or PWRD?
PWRD has been ahead.
PWRD has a lower expense ratio. PWRD led over 1Y, 3Y 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 | IGLD | PWRD |
|---|---|---|
| Expense Ratio | 0.85% | 0.75%Best |
| AUM | $596M | $1.5B |
| Dividend Yield | 24.76% | 0.06% |
| Holdings | 10 | 56 |
| YTD Return | -15.99% | +3.29%Best |
| 1Y Return | -11.90% | +2.06%Best |
| 3Y Return (annualized) | +16.23% | +25.66%Best |
| 5Y Return (annualized) | +10.02% | - |
| Volatility (annualized) | 14.5%Best | 23.2% |
| Max Drawdown | -29.8% | -25.9%Best |
| $10,000 over 4.7 years | $15,968 | $21,348Best |
| Fund Family | First Trust Portfolios (US) | TCW ETFs |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 2, 2021 | Feb 2, 2022 |
Not shown on this pair: Top 10 Weight.
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).
IGLD 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.
IGLD vs PWRD Performance
FT Vest Gold Strategy Target Income ETF (IGLD) is an ETF from First Trust Portfolios (US) and TCW Transform Systems ETF (PWRD) is an ETF from TCW ETFs. Over the past year IGLD returned -11.90% while PWRD returned +2.06%. Year to date, IGLD is down 15.99% versus a gain of 3.29% for PWRD.
Over three years, IGLD compounded at +16.23% per year against +25.66% 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 23.2% compared with 14.5% for IGLD. 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 -29.8% for IGLD 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 0.12. They move largely independently of each other.
Fees and Cost Over Time
IGLD charges 0.85% per year while PWRD charges 0.75%. On a $10,000 position that is $85 vs $75 annually, a gap of $10 per year that compounds over a long holding period. On income, IGLD currently yields 24.76% against 0.06% for PWRD.
You are not choosing between two funds in isolation.
Whichever of IGLD 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, IGLD or PWRD?
IGLD has an expense ratio of 0.85% while PWRD charges 0.75%. PWRD is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, IGLD or PWRD?
Over the past year IGLD returned -11.90% vs +2.06% for PWRD, so PWRD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IGLD or PWRD?
PWRD has been the more volatile fund at 23.2% annualized versus 14.5% for IGLD. Worst drawdown: IGLD -29.8% vs PWRD -25.9%.
Should I hold both IGLD and PWRD?
IGLD and PWRD have a monthly-return correlation of 0.12, 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, IGLD or PWRD?
IGLD yields 24.76% while PWRD yields 0.06%, so IGLD currently pays the higher dividend yield.
Is PWRD better than IGLD?
PWRD has a lower expense ratio. PWRD led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.