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FRWD vs TOK

Nomura Transformational Technologies ETF vs iShares MSCI Kokusai ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

TOK

iShares MSCI Kokusai ETF

Annual cost

0.25%

Fund size

$252M

Key differences

Both FRWD and TOK are equity ETFs. FRWD charges 0.65% a year and TOK 0.25%. The main difference: FRWD follows a active selection strategy; TOK uses index tracking.

  • FRWD follows a active selection strategy; TOK uses index tracking.
  • TOK costs 0.40% less per year.
  • TOK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FRWDTOK
Annual cost (TER)0.65%0.25%
Fund size (AUM)$223M$252M
Since20262007
Dividend yield1.24%
Asset classequityequity
Regionglobal
Strategyactive selectionindex tracking
CAGR 1YN/A+23.1%
CAGR 3YN/A+21.2%
CAGR 5YN/A+11.9%
Sharpe 3YN/A1.21
Volatility 1Y12.22%
Max drawdown-18.49%-34.82%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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