Screener
IVRS vs FRWD
iShares Future Metaverse Tech And Communications ETF vs Nomura Transformational Technologies ETF
Key differences
Both IVRS and FRWD are equity ETFs. IVRS charges 0.47% a year and FRWD 0.65%. The main difference: IVRS follows a index tracking strategy; FRWD uses active selection.
- IVRS follows a index tracking strategy; FRWD uses active selection.
- IVRS costs 0.18% less per year.
- FRWD is much larger than IVRS. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| IVRS | FRWD | |
|---|---|---|
| Annual cost (TER) | 0.47% | 0.65% |
| Fund size (AUM) | $8M | $223M |
| Since | 2023 | 2026 |
| Dividend yield | 0.26% | — |
| Asset class | equity | equity |
| Region | — | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | -6.5% | N/A |
| CAGR 3Y | +8.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.32 | N/A |
| Volatility 1Y | 22.37% | — |
| Max drawdown | -31.43% | -18.49% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.