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FRWD vs SCHX

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

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

SCHX

Schwab U.S. Large-Cap ETF

Annual cost

0.03%

Fund size

$72.6B

Key differences

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

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

Side-by-side comparison

FRWDSCHX
Annual cost (TER)0.65%0.03%
Fund size (AUM)$223M$72.6B
Since20262009
Dividend yield1.00%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+24.5%
CAGR 3YN/A+22.5%
CAGR 5YN/A+12.9%
Sharpe 3YN/A1.19
Volatility 1Y12.29%
Max drawdown-18.49%-34.33%

Similar to FRWD and SCHX