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FRWD vs TYA

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

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

TYA

Simplify Intermediate Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$72M

Key differences

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

  • FRWD is an equity fund, while TYA is a fixed income fund. They carry different risk/return profiles.
  • TYA costs 0.40% less per year.
  • FRWD is much larger than TYA. Larger funds are usually more liquid and less likely to close.
  • TYA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FRWDTYA
Annual cost (TER)0.65%0.25%
Fund size (AUM)$223M$72M
Since20262021
Dividend yield3.83%
Asset classequityfixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A-0.4%
CAGR 3YN/A-3.7%
CAGR 5YN/AN/A
Sharpe 3YN/A-0.33
Volatility 1Y12.78%
Max drawdown-18.49%-51.15%

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

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