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FRWD vs SCHE

Nomura Transformational Technologies ETF vs Schwab Emerging Markets Equity ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

SCHE

Schwab Emerging Markets Equity ETF

Annual cost

0.07%

Fund size

$12.7B

Key differences

Both FRWD and SCHE are equity ETFs. FRWD charges 0.65% a year and SCHE 0.07%. The main difference: FRWD follows a active selection strategy; SCHE uses index tracking.

  • FRWD follows a active selection strategy; SCHE uses index tracking.
  • SCHE costs 0.58% less per year.
  • SCHE is much larger than FRWD. Larger funds are usually more liquid and less likely to close.
  • SCHE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FRWDSCHE
Annual cost (TER)0.65%0.07%
Fund size (AUM)$223M$12.7B
Since20262010
Dividend yield2.58%
Asset classequityequity
Regionemerging markets
Strategyactive selectionindex tracking
CAGR 1YN/A+23.9%
CAGR 3YN/A+17.9%
CAGR 5YN/A+4.5%
Sharpe 3YN/A0.86
Volatility 1Y16.76%
Max drawdown-18.49%-36.16%

Similar to FRWD and SCHE