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FRWD vs FNDB

Nomura Transformational Technologies ETF vs Schwab Fundamental U.S. Broad Market ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

FNDB

Schwab Fundamental U.S. Broad Market ETF

Annual cost

0.25%

Fund size

$1.3B

Key differences

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

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

Side-by-side comparison

FRWDFNDB
Annual cost (TER)0.65%0.25%
Fund size (AUM)$223M$1.3B
Since20262013
Dividend yield1.45%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+31.4%
CAGR 3YN/A+21.3%
CAGR 5YN/A+12.5%
Sharpe 3YN/A1.25
Volatility 1Y10.86%
Max drawdown-18.49%-38.17%

Similar to FRWD and FNDB