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FRWD vs SCHA

Nomura Transformational Technologies ETF vs Schwab U.S. Small-Cap ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

SCHA

Schwab U.S. Small-Cap ETF

Annual cost

0.04%

Fund size

$22.8B

Key differences

Both FRWD and SCHA are equity ETFs. FRWD charges 0.65% a year and SCHA 0.04%. The main difference: FRWD follows a active selection strategy; SCHA uses index tracking.

  • FRWD follows a active selection strategy; SCHA uses index tracking.
  • SCHA costs 0.61% less per year.
  • SCHA is much larger than FRWD. Larger funds are usually more liquid and less likely to close.
  • SCHA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FRWDSCHA
Annual cost (TER)0.65%0.04%
Fund size (AUM)$223M$22.8B
Since20262009
Dividend yield1.00%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+37.1%
CAGR 3YN/A+19.6%
CAGR 5YN/A+6.7%
Sharpe 3YN/A0.80
Volatility 1Y18.30%
Max drawdown-18.49%-42.41%

Similar to FRWD and SCHA