Skip to content
Beacon
Screener

FRWD vs SAMM

Nomura Transformational Technologies ETF vs Strategas Macro Momentum ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

SAMM

Strategas Macro Momentum ETF

Annual cost

0.65%

Fund size

$31M

Key differences

Both FRWD and SAMM are equity ETFs. FRWD charges 0.65% a year and SAMM 0.65%. The main difference: FRWD is much larger than SAMM. Larger funds are usually more liquid and less likely to close.

  • FRWD is much larger than SAMM. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FRWDSAMM
Annual cost (TER)0.65%0.65%
Fund size (AUM)$223M$31M
Since20262024
Dividend yield0.93%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+23.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.70%
Max drawdown-18.49%-24.09%

Similar to FRWD and SAMM