PWRD vs SHUS
TCW Transform Systems ETF vs Stratified LargeCap Hedged ETF
Which is better, PWRD or SHUS?
Each has led over a different period.
PWRD has a lower expense ratio. PWRD led over 3Y and the full window, SHUS over 1Y.
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 | PWRD | SHUS |
|---|---|---|
| Expense Ratio | 0.75%Best | 0.79% |
| AUM | $1.5B | $25M |
| Dividend Yield | 0.06% | 1.27% |
| Holdings | 56 | 7 |
| YTD Return | +3.29% | +10.12%Best |
| 1Y Return | +2.06% | +12.37%Best |
| 3Y Return (annualized) | +25.66%Best | +11.36% |
| 5Y Return (annualized) | - | +6.03% |
| Volatility (annualized) | 23.2% | 11.7%Best |
| Max Drawdown | -25.9% | -14.3%Best |
| $10,000 over 4.7 years | $21,348Best | $13,504 |
| Fund Family | TCW ETFs | Syntax Stratified |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 2, 2022 | Jun 15, 2021 |
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).
PWRD vs SHUS 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.
PWRD vs SHUS Performance
TCW Transform Systems ETF (PWRD) is an ETF from TCW ETFs and Stratified LargeCap Hedged ETF (SHUS) is an ETF from Syntax Stratified. Over the past year PWRD returned +2.06% while SHUS returned +12.37%. Year to date, PWRD is up 3.29% versus a gain of 10.12% for SHUS.
Over three years, PWRD compounded at +25.66% per year against +11.36% for SHUS.
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 11.7% for SHUS. 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 -25.9% for PWRD and -14.3% for SHUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
PWRD charges 0.75% per year while SHUS charges 0.79%. On a $10,000 position that is $75 vs $79 annually, a gap of $4 per year that compounds over a long holding period. On income, PWRD currently yields 0.06% against 1.27% for SHUS.
Holdings Overlap
We hold position weights for 28 holdings in PWRD and 1 in SHUS, totalling 98.3% and 99.7% 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 28 positions we hold weights for in PWRD and 1 in SHUS, against full books of 56 and 7.
You are not choosing between two funds in isolation.
Whichever of PWRD and SHUS 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, PWRD or SHUS?
PWRD has an expense ratio of 0.75% while SHUS charges 0.79%. PWRD is the cheaper option, by $4 a year on a $10,000 investment.
Which performed better, PWRD or SHUS?
Over the past year PWRD returned +2.06% vs +12.37% for SHUS, so SHUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PWRD or SHUS?
PWRD has been the more volatile fund at 23.2% annualized versus 11.7% for SHUS. Worst drawdown: PWRD -25.9% vs SHUS -14.3%.
Should I hold both PWRD and SHUS?
PWRD and SHUS have a monthly-return correlation of 0.68, 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, PWRD or SHUS?
PWRD yields 0.06% while SHUS yields 1.27%, so SHUS currently pays the higher dividend yield.
Is SHUS better than PWRD?
PWRD has a lower expense ratio. PWRD led over 3Y and the full window, SHUS over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.