PJUS vs PWRD

PJUS vs PWRD

Which is better, PJUS or PWRD?

PJUS costs less.

PJUS has a lower expense ratio. PJUS is less concentrated, with 41.2% of the fund in its ten largest positions against 50.6%.

Lower Fees: PJUSLess Concentrated: PJUS

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

MetricPJUSPWRD
Expense Ratio0.19%Best0.75%
AUM$7M$1.5B
Dividend Yield0.00%0.06%
Holdings19856
YTD Return+5.58%Best+1.99%
1Y Return-+0.38%
3Y Return (annualized)-+25.10%
Top 10 Weight41.2%Best50.6%
Fund FamilyPGIM InvestmentsTCW ETFs
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 20, 2026Feb 2, 2022

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

PJUS 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 PJUS against instead:PJUS vs SPYPJUS vs QQQPJUS vs VOOPJUS vs VTIPWRD against:PWRD vs VXUS

PJUS vs PWRD Performance

PGIM Jennison U.S. Core Equity ETF (PJUS) is an ETF from PGIM Investments and TCW Transform Systems ETF (PWRD) is an ETF from TCW ETFs. Year to date, PJUS is up 5.58% versus a gain of 1.99% for PWRD.

Past performance does not guarantee future results.

Fees and Cost Over Time

PJUS charges 0.19% per year while PWRD charges 0.75%. On a $10,000 position that is $19 vs $75 annually, a gap of $56 per year that compounds over a long holding period. On income, PJUS currently yields 0.00% against 0.06% for PWRD.

Holdings Overlap

PJUS already in PWRD8.6%
PWRD already in PJUS34.0%

8.6% of PJUS's money is in holdings PWRD also owns. 34.0% of PWRD's money is in holdings PJUS also owns.

The two portfolios partly overlap.

9 positions in common, counted across the 97 positions we hold weights for in PJUS and 28 in PWRD, against full books of 198 and 56.

What only one of them owns

Our book lists 13 positions for PWRD that do not appear in our book for PJUS (47.3% of the fund), and 87 for PJUS that do not appear in PWRD (90.5%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in PJUSWeight in PWRDDifference
GEGeneral Electric Co.0.24%8.02%7.78%
AVGOBroadcom Inc2.31%3.79%1.48%
UNPUnion Pacific Corp1.67%4.29%2.62%
AMATApplied Materials, Inc.0.74%4.88%4.14%
XOMExxonmobil Corp.0.85%3.35%2.50%
GEVGe Vernova, Inc.0.40%3.56%3.16%
CATCaterpillar, Inc.1.02%1.97%0.95%
LNGCheniere Energy Inc.0.95%1.81%0.86%
FIXComfort Systems USA Inc.0.43%2.32%1.89%

34.0% of PWRD is already inside PJUS.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

PJUSPWRD

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Frequently Asked Questions

Which is cheaper, PJUS or PWRD?

PJUS has an expense ratio of 0.19% while PWRD charges 0.75%. PJUS is the cheaper option, by $56 a year on a $10,000 investment.

What is the holdings overlap between PJUS and PWRD?

34.0% of PWRD's money is in holdings PJUS also owns. 34.0% of PWRD's is in holdings PJUS also owns. They hold 9 positions in common, counted across the 97 positions we hold weights for in PJUS and 28 in PWRD.

Which pays a higher dividend, PJUS or PWRD?

PJUS yields 0.00% while PWRD yields 0.06%, so PWRD currently pays the higher dividend yield.

Is PWRD better than PJUS?

PJUS has a lower expense ratio. PJUS is less concentrated, with 41.2% of the fund in its ten largest positions against 50.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.