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FRWD vs ARTY

Nomura Transformational Technologies ETF vs iShares Future AI & Tech ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

ARTY

iShares Future AI & Tech ETF

Annual cost

0.47%

Fund size

$3.7B

Key differences

Both FRWD and ARTY are equity ETFs. FRWD charges 0.65% a year and ARTY 0.47%. The main difference: FRWD follows a active selection strategy; ARTY uses index tracking.

  • FRWD follows a active selection strategy; ARTY uses index tracking.
  • ARTY costs 0.18% less per year.
  • ARTY is much larger than FRWD. Larger funds are usually more liquid and less likely to close.
  • ARTY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FRWDARTY
Annual cost (TER)0.65%0.47%
Fund size (AUM)$223M$3.7B
Since20262018
Dividend yield0.00%
Asset classequityequity
Regionglobal
Strategyactive selectionindex tracking
CAGR 1YN/A+86.1%
CAGR 3YN/A+32.6%
CAGR 5YN/A+11.5%
Sharpe 3YN/A1.00
Volatility 1Y31.70%
Max drawdown-18.49%-54.50%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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