Screener
FWD vs FBOT
AB Disruptors ETF vs Fidelity Disruptive Automation ETF
Key differences
Both FWD and FBOT are equity ETFs. FWD charges 0.65% a year and FBOT 0.50%. The main difference: FWD follows a active selection strategy; FBOT uses index tracking.
- FWD follows a active selection strategy; FBOT uses index tracking.
- FBOT costs 0.15% less per year.
- FWD is much larger than FBOT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FWD | FBOT | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.50% |
| Fund size (AUM) | $2.9B | $211M |
| Since | 2023 | 2020 |
| Dividend yield | 0.08% | 0.59% |
| Asset class | equity | equity |
| Region | — | — |
| Strategy | active selection | index tracking |
| CAGR 1Y | +61.4% | +32.4% |
| CAGR 3Y | +37.0% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.23 | N/A |
| Volatility 1Y | 25.15% | 20.81% |
| Max drawdown | -29.02% | -23.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.