PWRD vs VOXP

PWRD vs VOXP

Which is better, PWRD or VOXP?

VOXP has been ahead.

VOXP has a lower expense ratio. VOXP led over 1Y. VOXP is less concentrated, with 38.2% of the fund in its ten largest positions against 50.6%.

Lower Fees: VOXPHigher Returns (1Y): VOXPLess Concentrated: VOXP

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

MetricPWRDVOXP
Expense Ratio0.75%0.30%Best
AUM$1.5B$8M
Dividend Yield0.06%0.73%
Holdings561,016
YTD Return+1.99%+19.19%Best
1Y Return+0.38%-
3Y Return (annualized)+25.10%-
Top 10 Weight50.6%38.2%Best
Fund FamilyTCW ETFsReverb ETF
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionFeb 2, 2022Nov 3, 2022

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

PWRD vs VOXP 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 PWRD against instead:PWRD vs SPYPWRD vs QQQPWRD vs VOOPWRD vs VTIVOXP against:VOXP vs VXUS

PWRD vs VOXP Performance

TCW Transform Systems ETF (PWRD) is an ETF from TCW ETFs and Vox Populi ETF (VOXP) is an ETF from Reverb ETF. Year to date, PWRD is up 1.99% versus a gain of 19.19% for VOXP.

Past performance does not guarantee future results.

Fees and Cost Over Time

PWRD charges 0.75% per year while VOXP charges 0.30%. On a $10,000 position that is $75 vs $30 annually, a gap of $45 per year that compounds over a long holding period. On income, PWRD currently yields 0.06% against 0.73% for VOXP.

Holdings Overlap

PWRD already in VOXP72.1%
VOXP already in PWRD6.1%

72.1% of PWRD's money is in holdings VOXP also owns. 6.1% of VOXP's money is in holdings PWRD also owns.

Most of PWRD is already inside VOXP. Owning both mostly buys the same companies twice.

19 positions in common, counted across the 28 positions we hold weights for in PWRD and 507 in VOXP, against full books of 56 and 1,016.

What only one of them owns

Our book lists 436 positions for VOXP that do not appear in our book for PWRD (89.1% of the fund), and 4 for PWRD that do not appear in VOXP (11.2%).

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 PWRDWeight in VOXPDifference
GEGeneral Electric Co.8.02%0.43%7.59%
ANETArista Networks Inc Common Stock5.72%0.29%5.43%
AVGOBroadcom Inc3.79%2.01%1.78%
KLACKla-tencor5.32%0.28%5.04%
AMATApplied Materials, Inc.4.88%0.38%4.50%
VGVenture Global, Inc.5.10%0.05%5.05%
UNPUnion Pacific Corp4.29%0.23%4.06%
XOMExxonmobil Corp.3.35%0.91%2.44%
VRTVertiv Holdings Co3.89%0.12%3.77%
ETNEaton Corp Plc3.75%0.20%3.55%

72.1% of PWRD is already inside VOXP.

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

PWRDVOXP

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PWRD or VOXP?

PWRD has an expense ratio of 0.75% while VOXP charges 0.30%. VOXP is the cheaper option, by $45 a year on a $10,000 investment.

What is the holdings overlap between PWRD and VOXP?

72.1% of PWRD's money is in holdings VOXP also owns. 6.1% of VOXP's is in holdings PWRD also owns. They hold 19 positions in common, counted across the 28 positions we hold weights for in PWRD and 507 in VOXP.

Which pays a higher dividend, PWRD or VOXP?

PWRD yields 0.06% while VOXP yields 0.73%, so VOXP currently pays the higher dividend yield.

Is VOXP better than PWRD?

VOXP has a lower expense ratio. VOXP led over 1Y. VOXP is less concentrated, with 38.2% 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.