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KNOW vs FWD

Fundamentals First ETF vs AB Disruptors ETF

KNOW

Fundamentals First ETF

Annual cost

1.09%

Fund size

$7M

FWD

AB Disruptors ETF

Annual cost

0.65%

Fund size

$2.9B

Key differences

KNOW is a fixed income ETF, while FWD is an equity ETF. KNOW charges 1.09% a year and FWD 0.65%.

  • KNOW is a fixed income fund, while FWD is an equity fund. They carry different risk/return profiles.
  • FWD costs 0.44% less per year.
  • FWD is much larger than KNOW. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

KNOWFWD
Annual cost (TER)1.09%0.65%
Fund size (AUM)$7M$2.9B
Since20242023
Dividend yield1.37%0.08%
Asset classfixed incomeequity
Region
Strategyactive selectionactive selection
CAGR 1Y+17.9%+61.4%
CAGR 3YN/A+37.0%
CAGR 5YN/AN/A
Sharpe 3YN/A1.23
Volatility 1Y9.69%25.15%
Max drawdown-15.99%-29.02%

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

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