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FRWD vs VOTE

Nomura Transformational Technologies ETF vs TCW Transform 500 ETF

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

VOTE

TCW Transform 500 ETF

Annual cost

0.05%

Fund size

$1.1B

Key differences

Both FRWD and VOTE are equity ETFs. FRWD charges 0.65% a year and VOTE 0.05%. The main difference: FRWD follows a active selection strategy; VOTE uses index tracking.

  • FRWD follows a active selection strategy; VOTE uses index tracking.
  • VOTE costs 0.60% less per year.
  • VOTE is much larger than FRWD. Larger funds are usually more liquid and less likely to close.
  • VOTE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FRWDVOTE
Annual cost (TER)0.65%0.05%
Fund size (AUM)$223M$1.1B
Since20262021
Dividend yield0.89%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+25.1%
CAGR 3YN/A+22.8%
CAGR 5YN/AN/A
Sharpe 3YN/A1.20
Volatility 1Y12.41%
Max drawdown-18.49%-25.70%

Similar to FRWD and VOTE