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FRWD vs TRFM

Nomura Transformational Technologies ETF vs AAM Transformers ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

TRFM

AAM Transformers ETF

Annual cost

0.49%

Fund size

$213M

Key differences

Both FRWD and TRFM are equity ETFs. FRWD charges 0.65% a year and TRFM 0.49%. The main difference: FRWD follows a active selection strategy; TRFM uses index tracking.

  • FRWD follows a active selection strategy; TRFM uses index tracking.
  • TRFM costs 0.16% less per year.

Side-by-side comparison

FRWDTRFM
Annual cost (TER)0.65%0.49%
Fund size (AUM)$223M$213M
Since20262022
Dividend yield0.13%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+42.5%
CAGR 3YN/A+29.6%
CAGR 5YN/AN/A
Sharpe 3YN/A1.03
Volatility 1Y23.37%
Max drawdown-18.49%-28.40%

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

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