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FRWD vs IPAC

Nomura Transformational Technologies ETF vs iShares Core MSCI Pacific ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

IPAC

iShares Core MSCI Pacific ETF

Annual cost

0.09%

Fund size

$2.6B

Key differences

Both FRWD and IPAC are equity ETFs. FRWD charges 0.65% a year and IPAC 0.09%. The main difference: FRWD follows a active selection strategy; IPAC uses index tracking.

  • FRWD follows a active selection strategy; IPAC uses index tracking.
  • IPAC costs 0.56% less per year.
  • IPAC is much larger than FRWD. Larger funds are usually more liquid and less likely to close.
  • IPAC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FRWDIPAC
Annual cost (TER)0.65%0.09%
Fund size (AUM)$223M$2.6B
Since20262014
Dividend yield3.80%
Asset classequityequity
Regionasia pacific
Strategyactive selectionindex tracking
CAGR 1YN/A+23.6%
CAGR 3YN/A+17.3%
CAGR 5YN/A+7.2%
Sharpe 3YN/A0.82
Volatility 1Y16.74%
Max drawdown-18.49%-31.00%

Similar to FRWD and IPAC