LDRX vs PWRD
SGI Enhanced Market Leaders ETF vs TCW Transform Systems ETF
Which is better, LDRX or PWRD?
LDRX has been ahead.
LDRX has a lower expense ratio. LDRX led over 1Y and the full window. PWRD is less concentrated, with 50.6% of the fund in its ten largest positions against 55.2%.
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 | LDRX | PWRD |
|---|---|---|
| Expense Ratio | 0.59%Best | 0.75% |
| AUM | $261M | $1.5B |
| Dividend Yield | 0.97% | 0.06% |
| Holdings | 104 | 56 |
| YTD Return | +13.27%Best | +3.29% |
| 1Y Return | +16.78%Best | +2.06% |
| 3Y Return (annualized) | - | +25.66% |
| Volatility (annualized) | 13.6%Best | 25.0% |
| Max Drawdown | -10.6%Best | -17.5% |
| $10,000 over 1.4 years | $13,893Best | $13,528 |
| Top 10 Weight | 55.2% | 50.6%Best |
| Fund Family | Summit Global Investments | TCW ETFs |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 5, 2025 | Feb 2, 2022 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: May 5, 2025 to Oct 14, 2026 (1.4 years).
LDRX 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 1.4 years both funds cover.
LDRX vs PWRD Performance
SGI Enhanced Market Leaders ETF (LDRX) is an ETF from Summit Global Investments and TCW Transform Systems ETF (PWRD) is an ETF from TCW ETFs. Over the past year LDRX returned +16.78% while PWRD returned +2.06%. Year to date, LDRX is up 13.27% 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 25.0% compared with 13.6% for LDRX. 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 -10.6% for LDRX and -17.5% 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 0.49. They move together some of the time, and apart the rest.
Fees and Cost Over Time
LDRX charges 0.59% per year while PWRD charges 0.75%. On a $10,000 position that is $59 vs $75 annually, a gap of $16 per year that compounds over a long holding period. On income, LDRX currently yields 0.97% against 0.06% for PWRD.
Holdings Overlap
8.3% of LDRX's money is in holdings PWRD also owns. 35.6% of PWRD's money is in holdings LDRX also owns.
The two portfolios partly overlap.
8 positions in common, counted across the 100 positions we hold weights for in LDRX and 28 in PWRD, against full books of 104 and 56.
What only one of them owns
Measured across the 100 and 28 positions we hold weights for.
PWRD holds 14 positions LDRX does not, 45.8% of the fund.
Largest: KLAC 5.32%, VG 5.10%, POWL 4.22%, VRT 3.89%, ETN 3.75%
Top Shared Holdings
| Stock | Weight in LDRX | Weight in PWRD | Difference |
|---|---|---|---|
| GEGeneral Electric Co. | 0.66% | 8.02% | 7.36% |
| AVGOBroadcom Inc | 3.43% | 3.79% | 0.36% |
| ANETArista Networks Inc Common Stock | 0.43% | 5.72% | 5.29% |
| AMATApplied Materials, Inc. | 0.83% | 4.88% | 4.05% |
| XOMExxonmobil Corp. | 1.33% | 3.35% | 2.02% |
| UNPUnion Pacific Corp | 0.31% | 4.29% | 3.98% |
| GEVGe Vernova, Inc. | 0.54% | 3.56% | 3.02% |
| CATCaterpillar, Inc. | 0.79% | 1.97% | 1.18% |
35.6% of PWRD is already inside LDRX.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, LDRX or PWRD?
LDRX has an expense ratio of 0.59% while PWRD charges 0.75%. LDRX is the cheaper option, by $16 a year on a $10,000 investment.
Which performed better, LDRX or PWRD?
Over the past year LDRX returned +16.78% vs +2.06% for PWRD, so LDRX leads on 1-year performance. Over the longest common window we track (1 years), LDRX annualized +26.47% vs +24.09% for PWRD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LDRX or PWRD?
PWRD has been the more volatile fund at 25.0% annualized versus 13.6% for LDRX. Worst drawdown: LDRX -10.6% vs PWRD -17.5%.
Should I hold both LDRX and PWRD?
LDRX and PWRD have a monthly-return correlation of 0.49, 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 LDRX and PWRD?
35.6% of PWRD's money is in holdings LDRX also owns. 35.6% of PWRD's is in holdings LDRX also owns. They hold 8 positions in common, counted across the 100 positions we hold weights for in LDRX and 28 in PWRD.
Which pays a higher dividend, LDRX or PWRD?
LDRX yields 0.97% while PWRD yields 0.06%, so LDRX currently pays the higher dividend yield.
Is PWRD better than LDRX?
LDRX has a lower expense ratio. LDRX led over 1Y and the full window. PWRD is less concentrated, with 50.6% of the fund in its ten largest positions against 55.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.