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FRWD vs IVRS

Nomura Transformational Technologies ETF vs iShares Future Metaverse Tech And Communications ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

IVRS

iShares Future Metaverse Tech And Communications ETF

Annual cost

0.47%

Fund size

$8M

Key differences

Both FRWD and IVRS are equity ETFs. FRWD charges 0.65% a year and IVRS 0.47%. The main difference: FRWD follows a active selection strategy; IVRS uses index tracking.

  • FRWD follows a active selection strategy; IVRS uses index tracking.
  • IVRS costs 0.18% less per year.
  • FRWD is much larger than IVRS. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FRWDIVRS
Annual cost (TER)0.65%0.47%
Fund size (AUM)$223M$8M
Since20262023
Dividend yield0.26%
Asset classequityequity
Region
Strategyactive selectionindex tracking
CAGR 1YN/A-6.5%
CAGR 3YN/A+8.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.32
Volatility 1Y22.37%
Max drawdown-18.49%-31.43%

Similar to FRWD and IVRS