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FRWD vs BCSM

Nomura Transformational Technologies ETF vs Baron SMID Cap ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

BCSM

Baron SMID Cap ETF

Annual cost

0.75%

Fund size

$32M

Key differences

Both FRWD and BCSM are equity ETFs. FRWD charges 0.65% a year and BCSM 0.75%. The main difference: FRWD follows a active selection strategy; BCSM uses index tracking.

  • FRWD follows a active selection strategy; BCSM uses index tracking.
  • FRWD costs 0.10% less per year.
  • FRWD is much larger than BCSM. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FRWDBCSM
Annual cost (TER)0.65%0.75%
Fund size (AUM)$223M$32M
Since20262025
Dividend yield
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-18.49%-17.45%

Similar to FRWD and BCSM