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FRWD vs HEWJ

Nomura Transformational Technologies ETF vs iShares Currency Hedged MSCI Japan ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

HEWJ

iShares Currency Hedged MSCI Japan ETF

Annual cost

0.49%

Fund size

$734M

Key differences

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

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

Side-by-side comparison

FRWDHEWJ
Annual cost (TER)0.65%0.49%
Fund size (AUM)$223M$734M
Since20262014
Dividend yield4.30%
Asset classequityequity
Regionasia pacific
Strategyactive selectionindex tracking
CAGR 1YN/A+48.7%
CAGR 3YN/A+29.8%
CAGR 5YN/A+20.9%
Sharpe 3YN/A1.20
Volatility 1Y18.97%
Max drawdown-18.49%-31.53%

Similar to FRWD and HEWJ