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FRWD vs KOOL

Nomura Transformational Technologies ETF vs North Shore Equity Rotation ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

KOOL

North Shore Equity Rotation ETF

Annual cost

0.94%

Fund size

$65M

Key differences

Both FRWD and KOOL are equity ETFs. FRWD charges 0.65% a year and KOOL 0.94%. The main difference: FRWD costs 0.29% less per year.

  • FRWD costs 0.29% less per year.
  • FRWD is much larger than KOOL. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FRWDKOOL
Annual cost (TER)0.65%0.94%
Fund size (AUM)$223M$65M
Since20262024
Dividend yield0.35%
Asset classequityequity
Region
Strategyactive selectionactive selection
CAGR 1YN/A+27.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.31%
Max drawdown-18.49%-20.46%

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

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