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FRWD vs EMXC

Nomura Transformational Technologies ETF vs iShares MSCI Emerging Markets ex China ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

EMXC

iShares MSCI Emerging Markets ex China ETF

Annual cost

0.25%

Fund size

$24.6B

Key differences

Both FRWD and EMXC are equity ETFs. FRWD charges 0.65% a year and EMXC 0.25%. The main difference: FRWD follows a active selection strategy; EMXC uses index tracking.

  • FRWD follows a active selection strategy; EMXC uses index tracking.
  • EMXC costs 0.40% less per year.
  • EMXC is much larger than FRWD. Larger funds are usually more liquid and less likely to close.
  • EMXC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FRWDEMXC
Annual cost (TER)0.65%0.25%
Fund size (AUM)$223M$24.6B
Since20262017
Dividend yield2.04%
Asset classequityequity
Regionemerging markets
Strategyactive selectionindex tracking
CAGR 1YN/A+60.7%
CAGR 3YN/A+26.2%
CAGR 5YN/A+11.2%
Sharpe 3YN/A1.17
Volatility 1Y23.12%
Max drawdown-18.49%-42.81%

Similar to FRWD and EMXC