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FRWD vs FDIF

Nomura Transformational Technologies ETF vs Fidelity Disruptors ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

FDIF

Fidelity Disruptors ETF

Annual cost

0.50%

Fund size

$107M

Key differences

Both FRWD and FDIF are equity ETFs. FRWD charges 0.65% a year and FDIF 0.50%. The main difference: FRWD follows a active selection strategy; FDIF uses index tracking.

  • FRWD follows a active selection strategy; FDIF uses index tracking.
  • FDIF costs 0.15% less per year.
  • FDIF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FRWDFDIF
Annual cost (TER)0.65%0.50%
Fund size (AUM)$223M$107M
Since20262020
Dividend yield0.30%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+17.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.64%
Max drawdown-18.49%-22.63%

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

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