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FRWD vs CDX

Nomura Transformational Technologies ETF vs Simplify High Yield ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

CDX

Simplify High Yield ETF

Annual cost

0.25%

Fund size

$407M

Key differences

FRWD is an equity ETF, while CDX is a fixed income ETF. FRWD charges 0.65% a year and CDX 0.25%.

  • FRWD is an equity fund, while CDX is a fixed income fund. They carry different risk/return profiles.
  • FRWD follows a active selection strategy; CDX uses multi strategy.
  • CDX costs 0.40% less per year.

Side-by-side comparison

FRWDCDX
Annual cost (TER)0.65%0.25%
Fund size (AUM)$223M$407M
Since20262022
Dividend yield8.31%
Asset classequityfixed income
Regionnorth america
Strategyactive selectionmulti strategy
CAGR 1YN/A-1.7%
CAGR 3YN/A+7.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.39
Volatility 1Y5.74%
Max drawdown-18.49%-13.24%

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

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