Screener
FRWD vs STAX
Nomura Transformational Technologies ETF vs Nomura Tax-Free USA Short Term ETF
Key differences
FRWD is an equity ETF, while STAX is a fixed income ETF. FRWD charges 0.65% a year and STAX 0.29%.
- FRWD is an equity fund, while STAX is a fixed income fund. They carry different risk/return profiles.
- STAX costs 0.36% less per year.
- FRWD is much larger than STAX. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FRWD | STAX | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.29% |
| Fund size (AUM) | $223M | $6M |
| Since | 2026 | 2023 |
| Dividend yield | — | 3.23% |
| Asset class | equity | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +4.1% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 1.04% |
| Max drawdown | -18.49% | -1.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.