IUSG vs PWRD: Differences, Returns & Fees
IUSG and PWRD hold 8% of their weight in the same names, and IUSG returned +15.9% over the year. Net assets: $33.6bn on Oct 20, 2026 for iShares Core S&P U.S. Growth ETF, and $1.5bn on Jul 31, 2026 for TCW Transform Systems ETF.
IUSG costs 0.71 points a year less; their one-year returns differ by 17.1 points; IUSG is far larger, $32.1bn against $1.5bn.
| IUSG | PWRD | |
|---|---|---|
| Expense ratio | 0.04% | 0.75% |
| Net assets, as of Jul 31, 2026 | $32.1bn | $1.5bn |
| Total return, 1 year | +15.9% | −1.2% |
| What it tracks | S&P 900 Growth Index | No index, actively managed |
| Holdings in common | 8% | |
| Top ten holdings, share of the fund | 57.4% | 52.0% |
| Below its high | 4.1%, high on Oct 6, 2026 | 20.1%, high on Jun 30, 2026 |
Holdings in common uses holdings dated Jul 31, 2026 and Oct 19, 2026.
IUSG and PWRD are built for the same job. How do they differ in cost, holdings and results?
- What each follows. IUSG follows S&P 900 Growth Index and PWRD follows No index, actively managed.
- Holdings in common. 8% of the weight is in the same securities (holdings dated Oct 19, 2026 and Jul 31, 2026).
- One-year total return. Over 1 year to Oct 20, 2026 IUSG returned +15.9% and PWRD −1.2% with distributions reinvested, a gap of 17.1 points.
Data as of Oct 20, 2026. The differences are picked by a fixed rule, in a fixed order; the PDF prints it. Page 2 has the returns, overlap, risks and sources.
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What they hold in common
By the books each fund has filed, IUSG and PWRD hold 8% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026 and Oct 19, 2026.
half
8% in common
On the same fields
IUSG and PWRD on the fields both publish, as of Oct 20, 2026. Source: ETFIQ.
About IUSG
IUSG tracks an index. Over the year to Oct 20, 2026 it returned +15.9% with distributions reinvested. The prospectus expense ratio is 0.04% a year. By its holdings published by its issuer for Oct 19, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 402 positions, with the top ten at 57.4%. It sat 4.1% below its high of Oct 6, 2026 on Oct 20, 2026.
About PWRD
PWRD is actively managed and tracks no index. Over the year to Oct 20, 2026 it returned −1.2% with distributions reinvested. The prospectus expense ratio is 0.75% a year. By its holdings filed for Jul 31, 2026, 57% of the fund by weight is stocks the S&P 500 also holds, across 31 positions, with the top ten at 52.0%. It sat 20.1% below its high of Jun 30, 2026 on Oct 20, 2026.
Questions people ask
- Which returned more over the last year, IUSG or PWRD?
- In the year to Oct 20, 2026, with distributions reinvested, IUSG returned +15.9% and PWRD −1.2%.
- Which is cheaper, IUSG or PWRD?
- IUSG is cheaper, by 0.71 percentage points a year. That is about $71 on $10,000 held for a year. Fees come from each fund's prospectus.
ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, IUSG against PWRD, data as of Oct 20, 2026. https://etfiq.com/compare/any/iusg-vs-pwrd
ETFIQ. (Oct 20, 2026). IUSG against PWRD. Retrieved from https://etfiq.com/compare/any/iusg-vs-pwrd
[IUSG against PWRD (ETFIQ, Oct 20, 2026)](https://etfiq.com/compare/any/iusg-vs-pwrd)
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