PWER vs SCHD
Nomura Energy Transition ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. PWER delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | PWER | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.06% | |
| AUM | $12M | $103.7B | |
| Dividend Yield | 0.82% | 3.31% | |
| Holdings | 36 | 104 | |
| YTD Return | +27.24% | +25.62% | |
| 1Y Return | +57.45% | +32.62% | |
| 3Y Return (annualized) | - | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | 20.5% | 13.6% | |
| Max Drawdown | -30.0% | -33.4% | |
| Fund Family | Nomura Asset Management Co Ltd | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Nov 28, 2023 | Oct 20, 2011 |
PWER vs SCHD Performance
Nomura Energy Transition ETF (PWER) is a ETF from Nomura Asset Management Co Ltd and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year PWER returned +57.45% while SCHD returned +32.62%. Year to date, PWER is up 27.24% versus a gain of 25.62% for SCHD.
Risk: Volatility and Drawdowns
PWER has been the more volatile fund, with annualized monthly volatility of 20.5% compared with 13.6% for SCHD. 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 -30.0% for PWER and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
PWER charges 0.80% per year while SCHD charges 0.06%. On a $10,000 position that is $80 vs $6 annually, a gap of $74 per year that compounds over a long holding period. On income, PWER currently yields 0.82% against 3.31% for SCHD.
Holdings Overlap
PWER and SCHD share 3 holdings out of 129 unique holdings combined, representing a 6.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, PWER or SCHD?
PWER has an expense ratio of 0.80% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $74 per year of difference.
Which performed better, PWER or SCHD?
Over the past year PWER returned +57.45% vs +32.62% for SCHD, so PWER leads on 1-year performance. Over the longest common window we track (3 years), PWER annualized +25.57% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, PWER or SCHD?
PWER has been the more volatile fund at 20.5% annualized versus 13.6% for SCHD. Worst drawdown: PWER -30.0% vs SCHD -33.4%.
Should I hold both PWER and SCHD?
PWER and SCHD have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between PWER and SCHD?
PWER and SCHD share 3 common holdings with a 6.0% weight overlap. Combined, they hold 129 unique securities.
Which pays a higher dividend, PWER or SCHD?
PWER yields 0.82% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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