PWRZ vs SCHD
TrueShares Eagle Global Next Gen Power Infrastructure ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | PWRZ | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.06% | |
| AUM | $6M | $108.7B | |
| Dividend Yield | 1.84% | 3.13% | |
| Holdings | 24 | 104 | |
| YTD Return | -0.51% | +27.67% | |
| 1Y Return | - | +31.26% | |
| 3Y Return (annualized) | - | +16.66% | |
| 5Y Return (annualized) | - | +10.18% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -4.1% | -33.4% | |
| Fund Family | TrueShares | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 8, 2022 | Oct 20, 2011 |
PWRZ vs SCHD Performance
TrueShares Eagle Global Next Gen Power Infrastructure ETF (PWRZ) is a ETF from TrueShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, PWRZ is down 0.51% versus a gain of 27.67% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -4.1% for PWRZ and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
PWRZ charges 0.75% per year while SCHD charges 0.06%. On a $10,000 position that is $75 vs $6 annually, a gap of $69 per year that compounds over a long holding period. On income, PWRZ currently yields 1.84% against 3.13% for SCHD.
Holdings Overlap
PWRZ and SCHD share 1 holdings out of 123 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in PWRZ | Weight in SCHD | Difference |
|---|---|---|---|
| CWEN | 5.47% | 0.10% | 5.37% |
Frequently Asked Questions
Which is cheaper, PWRZ or SCHD?
PWRZ has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $69 per year of difference.
What is the holdings overlap between PWRZ and SCHD?
PWRZ and SCHD share 1 common holdings with a 0.1% weight overlap. Combined, they hold 123 unique securities.
Which pays a higher dividend, PWRZ or SCHD?
PWRZ yields 1.84% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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