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FRWD vs RHTX

Nomura Transformational Technologies ETF vs RH Tactical Outlook ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

RHTX

RH Tactical Outlook ETF

Annual cost

1.51%

Fund size

$8M

Key differences

FRWD is an equity ETF, while RHTX is a mixed asset ETF. FRWD charges 0.65% a year and RHTX 1.51%.

  • FRWD is an equity fund, while RHTX is a mixed asset fund. They carry different risk/return profiles.
  • FRWD costs 0.86% less per year.
  • FRWD is much larger than RHTX. Larger funds are usually more liquid and less likely to close.
  • RHTX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FRWDRHTX
Annual cost (TER)0.65%1.51%
Fund size (AUM)$223M$8M
Since20262012
Dividend yield0.00%
Asset classequitymixed asset
Regionglobal
Strategyactive selectionactive selection
CAGR 1YN/A+22.4%
CAGR 3YN/A+15.6%
CAGR 5YN/AN/A
Sharpe 3YN/A0.77
Volatility 1Y15.35%
Max drawdown-18.49%-24.68%

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

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