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FRWD vs TUG

Nomura Transformational Technologies ETF vs STF Tactical Growth ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

TUG

STF Tactical Growth ETF

Annual cost

0.65%

Fund size

$45M

Key differences

FRWD is an equity ETF, while TUG is a mixed asset ETF. FRWD charges 0.65% a year and TUG 0.65%.

  • FRWD is an equity fund, while TUG is a mixed asset fund. They carry different risk/return profiles.
  • FRWD is much larger than TUG. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FRWDTUG
Annual cost (TER)0.65%0.65%
Fund size (AUM)$223M$45M
Since20262022
Dividend yield0.52%
Asset classequitymixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+32.2%
CAGR 3YN/A+21.8%
CAGR 5YN/AN/A
Sharpe 3YN/A0.94
Volatility 1Y16.93%
Max drawdown-18.49%-22.27%

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

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