Screener
FRWD vs XNAV
Nomura Transformational Technologies ETF vs FundX Aggressive ETF
Key differences
FRWD is an equity ETF, while XNAV is an alternative ETF. FRWD charges 0.65% a year and XNAV 1.27%.
- FRWD is an equity fund, while XNAV is an alternative fund. They carry different risk/return profiles.
- FRWD costs 0.62% less per year.
- FRWD is much larger than XNAV. Larger funds are usually more liquid and less likely to close.
- XNAV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FRWD | XNAV | |
|---|---|---|
| Annual cost (TER) | 0.65% | 1.27% |
| Fund size (AUM) | $223M | $34M |
| Since | 2026 | 2002 |
| Dividend yield | — | 0.47% |
| Asset class | equity | alternative |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +36.3% |
| CAGR 3Y | N/A | +24.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.03 |
| Volatility 1Y | — | 17.40% |
| Max drawdown | -18.49% | -24.27% |
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