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FRWD vs NBCR

Nomura Transformational Technologies ETF vs Neuberger Core Equity ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

NBCR

Neuberger Core Equity ETF

Annual cost

0.29%

Fund size

$886M

Key differences

Both FRWD and NBCR are equity ETFs. FRWD charges 0.65% a year and NBCR 0.29%. The main difference: FRWD follows a active selection strategy; NBCR uses index tracking.

  • FRWD follows a active selection strategy; NBCR uses index tracking.
  • NBCR costs 0.36% less per year.
  • NBCR is much larger than FRWD. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FRWDNBCR
Annual cost (TER)0.65%0.29%
Fund size (AUM)$223M$886M
Since20262024
Dividend yield0.42%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+20.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.74%
Max drawdown-18.49%-18.23%

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

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