PWER vs SCHD
Nomura Energy Transition ETF vs Schwab US Dividend Equity ETF
Which is better, PWER or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. PWER led over 1Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 47.2%.
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 | PWER | SCHD |
|---|---|---|
| Expense Ratio | 0.79% | 0.06%Best |
| AUM | $13M | $112.1B |
| Dividend Yield | 0.73% | 3.00% |
| Holdings | 35 | 103 |
| YTD Return | +25.35%Best | +23.60% |
| 1Y Return | +40.19%Best | +28.29% |
| 3Y Return (annualized) | - | +16.25% |
| 5Y Return (annualized) | - | +10.25% |
| Volatility (annualized) | 20.5% | 13.1%Best |
| Max Drawdown | -30.0% | -16.1%Best |
| $10,000 over 2.8 years | $18,169Best | $15,558 |
| Top 10 Weight | 47.2% | 41.8%Best |
| Fund Family | Nomura Asset Management Co Ltd | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Nov 28, 2023 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Nov 29, 2023 to Sep 21, 2026 (2.8 years).
PWER vs SCHD 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 2.8 years both funds cover.
PWER vs SCHD Performance
Nomura Energy Transition ETF (PWER) is an ETF from Nomura Asset Management Co Ltd and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year PWER returned +40.19% while SCHD returned +28.29%. Year to date, PWER is up 25.35% versus a gain of 23.60% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PWER has been the more volatile fund, with annualized monthly volatility of 20.5% compared with 13.1% 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 -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.64. They move together some of the time, and apart the rest.
Fees and Cost Over Time
PWER charges 0.79% per year while SCHD charges 0.06%. On a $10,000 position that is $79 vs $6 annually, a gap of $73 per year that compounds over a long holding period. On income, PWER currently yields 0.73% against 3.00% for SCHD.
Holdings Overlap
14.1% of PWER's money is in holdings SCHD also owns. 6.2% of SCHD's money is in holdings PWER also owns.
PWER and SCHD share little of their money.
3 positions in common, counted across the 32 positions we hold weights for in PWER and 100 in SCHD, against full books of 35 and 103.
What only one of them owns
Our book lists 96 positions for SCHD that do not appear in our book for PWER (93.7% of the fund), and 20 for PWER that do not appear in SCHD (59.6%).
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 PWER and SCHD 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, PWER or SCHD?
PWER has an expense ratio of 0.79% while SCHD charges 0.06%. SCHD is the cheaper option, by $73 a year on a $10,000 investment.
Which performed better, PWER or SCHD?
Over the past year PWER returned +40.19% vs +28.29% for SCHD, so PWER leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PWER or SCHD?
PWER has been the more volatile fund at 20.5% annualized versus 13.1% for SCHD. Worst drawdown: PWER -30.0% vs SCHD -16.1%.
Should I hold both PWER and SCHD?
PWER and SCHD have a monthly-return correlation of 0.64, 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 PWER and SCHD?
14.1% of PWER's money is in holdings SCHD also owns. 6.2% of SCHD's is in holdings PWER also owns. They hold 3 positions in common, counted across the 32 positions we hold weights for in PWER and 100 in SCHD.
Which pays a higher dividend, PWER or SCHD?
PWER yields 0.73% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than PWER?
SCHD has a lower expense ratio. PWER led over 1Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 47.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.