PSTR vs PWRD
PeakShares Sector Rotation ETF vs TCW Transform Systems ETF
Which is better, PSTR or PWRD?
Each has led over a different period.
PWRD has a lower expense ratio. PSTR led over 1Y, PWRD over the full window. PWRD is less concentrated, with 50.6% of the fund in its ten largest positions against 56.4%.
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 | PSTR | PWRD |
|---|---|---|
| Expense Ratio | 1.06% | 0.75%Best |
| AUM | $67M | $1.5B |
| Dividend Yield | 4.95% | 0.06% |
| Holdings | 340 | 56 |
| YTD Return | +12.31%Best | +3.29% |
| 1Y Return | +15.84%Best | +2.06% |
| 3Y Return (annualized) | - | +25.66% |
| Volatility (annualized) | 7.8%Best | 23.0% |
| Max Drawdown | -13.7%Best | -25.9% |
| $10,000 over 2.5 years | $14,552 | $15,331Best |
| Top 10 Weight | 56.4% | 50.6%Best |
| Fund Family | PeakShares LLC | TCW ETFs |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Apr 30, 2024 | Feb 2, 2022 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Apr 30, 2024 to Oct 14, 2026 (2.5 years).
PSTR 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 2.5 years both funds cover.
PSTR vs PWRD Performance
PeakShares Sector Rotation ETF (PSTR) is an ETF from PeakShares LLC and TCW Transform Systems ETF (PWRD) is an ETF from TCW ETFs. Over the past year PSTR returned +15.84% while PWRD returned +2.06%. Year to date, PSTR is up 12.31% 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 23.0% compared with 7.8% for PSTR. 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 -13.7% for PSTR 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 0.48. They move together some of the time, and apart the rest.
Fees and Cost Over Time
PSTR charges 1.06% per year while PWRD charges 0.75%. On a $10,000 position that is $106 vs $75 annually, a gap of $31 per year that compounds over a long holding period. On income, PSTR currently yields 4.95% against 0.06% for PWRD.
Holdings Overlap
0.6% of PSTR's money is in holdings PWRD also owns. 10.5% of PWRD's money is in holdings PSTR also owns.
PWRD and PSTR share little of their money.
3 positions in common, counted across the 101 positions we hold weights for in PSTR and 28 in PWRD, against full books of 340 and 56.
What only one of them owns
Our book lists 20 positions for PWRD that do not appear in our book for PSTR (74.2% of the fund), and 90 for PSTR that do not appear in PWRD (96.3%).
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.
You are not choosing between two funds in isolation.
Whichever of PSTR 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, PSTR or PWRD?
PSTR has an expense ratio of 1.06% while PWRD charges 0.75%. PWRD is the cheaper option, by $31 a year on a $10,000 investment.
Which performed better, PSTR or PWRD?
Over the past year PSTR returned +15.84% vs +2.06% for PWRD, so PSTR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PSTR or PWRD?
PWRD has been the more volatile fund at 23.0% annualized versus 7.8% for PSTR. Worst drawdown: PSTR -13.7% vs PWRD -25.9%.
Should I hold both PSTR and PWRD?
PSTR and PWRD have a monthly-return correlation of 0.48, 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 PSTR and PWRD?
10.5% of PWRD's money is in holdings PSTR also owns. 10.5% of PWRD's is in holdings PSTR also owns. They hold 3 positions in common, counted across the 101 positions we hold weights for in PSTR and 28 in PWRD.
Which pays a higher dividend, PSTR or PWRD?
PSTR yields 4.95% while PWRD yields 0.06%, so PSTR currently pays the higher dividend yield.
Is PWRD better than PSTR?
PWRD has a lower expense ratio. PSTR led over 1Y, PWRD over the full window. PWRD is less concentrated, with 50.6% of the fund in its ten largest positions against 56.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.