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FRWD vs TUA

Nomura Transformational Technologies ETF vs Simplify Short Term Treasury Futures Strategy ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

TUA

Simplify Short Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$757M

Key differences

FRWD is an equity ETF, while TUA is a fixed income ETF. FRWD charges 0.65% a year and TUA 0.25%.

  • FRWD is an equity fund, while TUA is a fixed income fund. They carry different risk/return profiles.
  • TUA costs 0.40% less per year.
  • TUA is much larger than FRWD. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FRWDTUA
Annual cost (TER)0.65%0.25%
Fund size (AUM)$223M$757M
Since20262022
Dividend yield3.53%
Asset classequityfixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A-3.4%
CAGR 3YN/A-1.5%
CAGR 5YN/AN/A
Sharpe 3YN/A-0.51
Volatility 1Y6.92%
Max drawdown-18.49%-15.85%

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

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