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FRWD vs SCHC

Nomura Transformational Technologies ETF vs Schwab International Small-Cap Equity ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

SCHC

Schwab International Small-Cap Equity ETF

Annual cost

0.08%

Fund size

$5.6B

Key differences

Both FRWD and SCHC are equity ETFs. FRWD charges 0.65% a year and SCHC 0.08%. The main difference: FRWD follows a active selection strategy; SCHC uses index tracking.

  • FRWD follows a active selection strategy; SCHC uses index tracking.
  • SCHC costs 0.57% less per year.
  • SCHC is much larger than FRWD. Larger funds are usually more liquid and less likely to close.
  • SCHC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FRWDSCHC
Annual cost (TER)0.65%0.08%
Fund size (AUM)$223M$5.6B
Since20262010
Dividend yield3.27%
Asset classequityequity
Regionglobal ex us
Strategyactive selectionindex tracking
CAGR 1YN/A+23.3%
CAGR 3YN/A+18.2%
CAGR 5YN/A+5.9%
Sharpe 3YN/A0.91
Volatility 1Y15.83%
Max drawdown-18.49%-43.94%

Similar to FRWD and SCHC