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FRWD vs SCHK

Nomura Transformational Technologies ETF vs Schwab 1000 ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

SCHK

Schwab 1000 ETF

Annual cost

0.03%

Fund size

$5.7B

Key differences

Both FRWD and SCHK are equity ETFs. FRWD charges 0.65% a year and SCHK 0.03%. The main difference: FRWD follows a active selection strategy; SCHK uses index tracking.

  • FRWD follows a active selection strategy; SCHK uses index tracking.
  • SCHK costs 0.62% less per year.
  • SCHK is much larger than FRWD. Larger funds are usually more liquid and less likely to close.
  • SCHK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FRWDSCHK
Annual cost (TER)0.65%0.03%
Fund size (AUM)$223M$5.7B
Since20262017
Dividend yield1.00%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+24.9%
CAGR 3YN/A+22.4%
CAGR 5YN/A+12.8%
Sharpe 3YN/A1.18
Volatility 1Y12.47%
Max drawdown-18.49%-34.80%

Similar to FRWD and SCHK