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FRWD vs KOKU

Nomura Transformational Technologies ETF vs Xtrackers MSCI Kokusai Equity ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

KOKU

Xtrackers MSCI Kokusai Equity ETF

Annual cost

0.09%

Fund size

$805M

Key differences

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

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

Side-by-side comparison

FRWDKOKU
Annual cost (TER)0.65%0.09%
Fund size (AUM)$223M$805M
Since20262020
Dividend yield1.35%
Asset classequityequity
Regionglobal
Strategyactive selectionindex tracking
CAGR 1YN/A+22.1%
CAGR 3YN/A+21.2%
CAGR 5YN/A+11.8%
Sharpe 3YN/A1.15
Volatility 1Y12.49%
Max drawdown-18.49%-25.77%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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