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FRWD vs BCFN

Nomura Transformational Technologies ETF vs Baron Financials ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

BCFN

Baron Financials ETF

Annual cost

0.80%

Fund size

$47M

Key differences

Both FRWD and BCFN are equity ETFs. FRWD charges 0.65% a year and BCFN 0.80%. The main difference: FRWD costs 0.15% less per year.

  • FRWD costs 0.15% less per year.
  • FRWD is much larger than BCFN. Larger funds are usually more liquid and less likely to close.
  • BCFN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FRWDBCFN
Annual cost (TER)0.65%0.80%
Fund size (AUM)$223M$47M
Since20262019
Dividend yield0.00%
Asset classequityequity
Regionglobal
Strategyactive selectionactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-18.49%-20.95%

Similar to FRWD and BCFN