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FRWD vs EPP

Nomura Transformational Technologies ETF vs iShares MSCI Pacific ex Japan ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

EPP

iShares MSCI Pacific ex Japan ETF

Annual cost

0.47%

Fund size

$2.1B

Key differences

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

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

Side-by-side comparison

FRWDEPP
Annual cost (TER)0.65%0.47%
Fund size (AUM)$223M$2.1B
Since20262001
Dividend yield3.43%
Asset classequityequity
Regionglobal
Strategyactive selectionindex tracking
CAGR 1YN/A+12.0%
CAGR 3YN/A+13.1%
CAGR 5YN/A+4.0%
Sharpe 3YN/A0.60
Volatility 1Y14.91%
Max drawdown-18.49%-39.30%

Similar to FRWD and EPP