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FRWD vs AAVM

Nomura Transformational Technologies ETF vs Alpha Architect Global Factor Equity ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

AAVM

Alpha Architect Global Factor Equity ETF

Annual cost

0.38%

Fund size

$26M

Key differences

Both FRWD and AAVM are equity ETFs. FRWD charges 0.65% a year and AAVM 0.38%. The main difference: AAVM costs 0.27% less per year.

  • AAVM costs 0.27% less per year.
  • FRWD is much larger than AAVM. Larger funds are usually more liquid and less likely to close.
  • AAVM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FRWDAAVM
Annual cost (TER)0.65%0.38%
Fund size (AUM)$223M$26M
Since20262017
Dividend yield1.74%
Asset classequityequity
Region
Strategyactive selectionactive selection
CAGR 1YN/A+29.8%
CAGR 3YN/A+19.3%
CAGR 5YN/A+6.3%
Sharpe 3YN/A0.87
Volatility 1Y15.58%
Max drawdown-18.49%-34.71%

Similar to FRWD and AAVM