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FRWD vs SPEM

Nomura Transformational Technologies ETF vs State Street SPDR Portfolio Emerging Markets ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

SPEM

State Street SPDR Portfolio Emerging Markets ETF

Annual cost

0.07%

Fund size

$18.0B

Key differences

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

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

Side-by-side comparison

FRWDSPEM
Annual cost (TER)0.65%0.07%
Fund size (AUM)$223M$18.0B
Since20262007
Dividend yield2.48%
Asset classequityequity
Regionemerging markets
Strategyactive selectionindex tracking
CAGR 1YN/A+24.9%
CAGR 3YN/A+18.3%
CAGR 5YN/A+5.3%
Sharpe 3YN/A0.90
Volatility 1Y16.44%
Max drawdown-18.49%-36.06%

Similar to FRWD and SPEM