LCTO vs PWRD

LCTO vs PWRD

Which is better, LCTO or PWRD?

LCTO costs less.

LCTO has a lower expense ratio.

Lower Fees: LCTO

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

MetricLCTOPWRD
Expense Ratio0.70%Best0.75%
AUM$501,400.12$1.5B
Dividend Yield0.38%0.06%
Holdings2956
YTD Return-0.55%+3.29%Best
1Y Return-+2.06%
3Y Return (annualized)-+25.66%
Fund FamilyKurvTCW ETFs
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJul 6, 2026Feb 2, 2022

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

LCTO 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 LCTO against instead:LCTO vs SPYLCTO vs QQQLCTO vs VOOLCTO vs VTIPWRD against:PWRD vs VXUS

LCTO vs PWRD Performance

Kurv US Large Cap TaxOptimized ETF (LCTO) is an ETF from Kurv and TCW Transform Systems ETF (PWRD) is an ETF from TCW ETFs. Year to date, LCTO is down 0.55% versus a gain of 3.29% for PWRD.

Past performance does not guarantee future results.

Fees and Cost Over Time

LCTO charges 0.70% per year while PWRD charges 0.75%. On a $10,000 position that is $70 vs $75 annually, a gap of $5 per year that compounds over a long holding period. On income, LCTO currently yields 0.38% against 0.06% for PWRD.

Holdings Overlap

We hold position weights for 10 holdings in LCTO and 28 in PWRD, totalling 94.7% 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 10 positions we hold weights for in LCTO and 28 in PWRD, against full books of 29 and 56.

You are not choosing between two funds in isolation.

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

LCTOPWRD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LCTO or PWRD?

LCTO has an expense ratio of 0.70% while PWRD charges 0.75%. LCTO is the cheaper option, by $5 a year on a $10,000 investment.

Which pays a higher dividend, LCTO or PWRD?

LCTO yields 0.38% while PWRD yields 0.06%, so LCTO currently pays the higher dividend yield.

Is PWRD better than LCTO?

LCTO has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.