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FRWD vs FRDM

Nomura Transformational Technologies ETF vs Freedom 100 Emerging Markets ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

FRDM

Freedom 100 Emerging Markets ETF

Annual cost

0.49%

Fund size

$3.5B

Key differences

Both FRWD and FRDM are equity ETFs. FRWD charges 0.65% a year and FRDM 0.49%. The main difference: FRWD follows a active selection strategy; FRDM uses index tracking.

  • FRWD follows a active selection strategy; FRDM uses index tracking.
  • FRDM costs 0.16% less per year.
  • FRDM is much larger than FRWD. Larger funds are usually more liquid and less likely to close.
  • FRDM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FRWDFRDM
Annual cost (TER)0.65%0.49%
Fund size (AUM)$223M$3.5B
Since20262019
Dividend yield1.55%
Asset classequityequity
Regionemerging markets
Strategyactive selectionindex tracking
CAGR 1YN/A+77.1%
CAGR 3YN/A+34.2%
CAGR 5YN/A+17.3%
Sharpe 3YN/A1.30
Volatility 1Y25.98%
Max drawdown-18.49%-40.49%

Similar to FRWD and FRDM