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FRWD vs PWER

Nomura Transformational Technologies ETF vs Nomura Energy Transition ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

PWER

Nomura Energy Transition ETF

Annual cost

0.80%

Fund size

$13M

Key differences

Both FRWD and PWER are equity ETFs. FRWD charges 0.65% a year and PWER 0.80%. The main difference: FRWD follows a active selection strategy; PWER uses index tracking.

  • FRWD follows a active selection strategy; PWER uses index tracking.
  • FRWD costs 0.15% less per year.
  • FRWD is much larger than PWER. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FRWDPWER
Annual cost (TER)0.65%0.80%
Fund size (AUM)$223M$13M
Since20262023
Dividend yield1.07%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+60.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y20.72%
Max drawdown-18.49%-29.67%

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

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