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FRWD vs AAXJ

Nomura Transformational Technologies ETF vs iShares MSCI All Country Asia ex Japan ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

AAXJ

iShares MSCI All Country Asia ex Japan ETF

Annual cost

0.72%

Fund size

$4.0B

Key differences

Both FRWD and AAXJ are equity ETFs. FRWD charges 0.65% a year and AAXJ 0.72%. The main difference: FRWD follows a active selection strategy; AAXJ uses index tracking.

  • FRWD follows a active selection strategy; AAXJ uses index tracking.
  • FRWD costs 0.07% less per year.
  • AAXJ is much larger than FRWD. Larger funds are usually more liquid and less likely to close.
  • AAXJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FRWDAAXJ
Annual cost (TER)0.65%0.72%
Fund size (AUM)$223M$4.0B
Since20262008
Dividend yield1.41%
Asset classequityequity
Regionasia pacific
Strategyactive selectionindex tracking
CAGR 1YN/A+43.7%
CAGR 3YN/A+22.5%
CAGR 5YN/A+5.5%
Sharpe 3YN/A0.96
Volatility 1Y21.53%
Max drawdown-18.49%-44.52%

Similar to FRWD and AAXJ