FRWDNomura Transformational Technologies ETF
Issuer： Nomura· Type： ETF
Positioning： Growth
Underlying exposure
Global transformational-technology and applied-technology companies across semiconductors, software, hardware, communications, financial services, industrials, energy, transportation, and related industries.
Strategy brief
Actively invests at least 80% in transformational-technology companies, emphasizing secular growth trends and bottom-up stock selection in a concentrated portfolio typically holding 20–30 stocks.
Latest close
$27.92
(-1.80%)
As of 2026-11-13
Latest distribution
—
Estimated forward yield
—
Listed date
2026-01-13
Expense ratio
0.65%
Payout frequency
Annual
History
Latest signal snapshot·2026-10
Use these as a first-pass read on whether the fund’s income looks attractive, supported, and paired with acceptable price behavior.
TTM yield
0.00% / annualized
TTM yield in the latest monthly snapshot.
Yield signalLow
Price CAGR
21.00% / annualized
Recent annualized share price change, excluding distributions.
Price CAGR signalHigh
Payout Support
+21.0%Return gap
No major payout-support issue detected in the latest window.
Payout support riskLow
Stability
Summarizes recent price stability using volatility, beta, and drawdown.
Stability signalLow
Sufficient history
Latest window: limited historyHistory
Each monthly point below is still calculated using the rolling 3-year window; this control only changes how much history you view.
Historical signalsLast 1 year · Monthly
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Metrics historyLast 1 year · Monthly
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Funds similar to FRWD
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Screened forTypeETFIncome engineDividendPositioningGrowthCash bufferNoMatches current fund criteria
FRWD is always included. Add up to 2 similar funds to compare.
Compare list0/2 selected
TickerExposureBenchmarkSupport riskStabilityForward yieldTTM yieldTotal return CAGR
PBOTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.10%—TTM yield0.08%+0.08ppTotal return CAGR+23.80%+2.80pp
NBDSExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.38%—TTM yield0.35%+0.35ppTotal return CAGR+22.65%+1.65pp
MEDIExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.24%—TTM yield0.21%+0.21ppTotal return CAGR+19.34%-1.66pp
TFGZExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%0.00ppTotal return CAGR+17.32%-3.68pp
AINTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%0.00ppTotal return CAGR+18.46%-2.54pp
QGRWExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.08%—TTM yield0.08%+0.08ppTotal return CAGR+27.60%+6.60pp
IBRNExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.98%—TTM yield0.97%+0.97ppTotal return CAGR+19.81%-1.19pp
LOUPExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%0.00ppTotal return CAGR+30.36%+9.36pp
DRESExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.61%—TTM yield0.67%+0.67ppTotal return CAGR+21.94%+0.94pp
RNDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.17%—TTM yield0.00%0.00ppTotal return CAGR+22.40%+1.40pp
BAMGExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.04%—TTM yield0.01%+0.01ppTotal return CAGR+22.23%+1.23pp
IETCExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.34%—TTM yield0.40%+0.40ppTotal return CAGR+25.21%+4.21pp
RKSGExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%0.00ppTotal return CAGR+28.19%+7.19pp
USCAExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.86%—TTM yield1.06%+1.06ppTotal return CAGR+21.49%+0.49pp
NUKZExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.89%—TTM yield1.02%+1.02ppTotal return CAGR+34.77%+13.77pp
JSMDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.20%—TTM yield0.37%+0.37ppTotal return CAGR+17.99%-3.01pp
BLCRExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.55%—TTM yield0.33%+0.33ppTotal return CAGR+25.17%+4.17pp
PNQIExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.07%—TTM yield0.00%0.00ppTotal return CAGR+18.14%-2.86pp
ROEExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.81%—TTM yield0.85%+0.85ppTotal return CAGR+25.25%+4.25pp
PWRDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.20%—TTM yield0.06%+0.06ppTotal return CAGR+24.98%+3.98pp
VVExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.01%—TTM yield1.03%+1.03ppTotal return CAGR+23.57%+2.57pp
DARPExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.43%—TTM yield0.37%+0.37ppTotal return CAGR+32.52%+11.52pp
SPTEExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.16%—TTM yield0.73%+0.73ppTotal return CAGR+32.97%+11.97pp
IYTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.90%—TTM yield0.93%+0.93ppTotal return CAGR+15.68%-5.32pp
SMHExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.31%—TTM yield0.21%+0.21ppTotal return CAGR+56.20%+35.20pp
XBIExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.39%—TTM yield0.35%+0.35ppTotal return CAGR+33.32%+12.32pp
ALRGExposureGrowth EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield0.47%—TTM yield0.42%+0.42ppTotal return CAGR+18.72%-2.28pp
DTECExposureGrowth EquityBenchmarkNasdaq-100Support riskLowStabilityLowForward yield0.04%—TTM yield0.04%+0.04ppTotal return CAGR+16.11%-4.89pp
ASLVExposureGrowth EquityBenchmarkRussellSupport riskLowStabilityMediumForward yield0.87%—TTM yield0.79%+0.79ppTotal return CAGR+15.58%-5.42pp
EFIVExposureGrowth EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield1.09%—TTM yield1.01%+1.01ppTotal return CAGR+22.77%+1.77pp
BLCVExposureGrowth EquityBenchmarkRussellSupport riskLowStabilityLowForward yield1.29%—TTM yield1.25%+1.25ppTotal return CAGR+21.72%+0.72pp
SCHGExposureGrowth EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield0.41%—TTM yield0.40%+0.40ppTotal return CAGR+24.76%+3.76pp
QQQMExposureGrowth EquityBenchmarkNasdaq-100Support riskLowStabilityLowForward yield0.42%—TTM yield0.46%+0.46ppTotal return CAGR+26.11%+5.11pp
VOOGExposureGrowth EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield0.49%—TTM yield0.48%+0.48ppTotal return CAGR+27.04%+6.04pp
QEWExposureGrowth EquityBenchmarkNasdaq-100Support riskLowStabilityLowForward yield0.73%—TTM yield0.30%+0.30ppTotal return CAGR+27.80%+6.80pp
RSPHExposureGrowth EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield0.56%—TTM yield0.56%+0.56ppTotal return CAGR+16.67%-4.33pp
FYCExposureGrowth EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield0.43%—TTM yield0.11%+0.11ppTotal return CAGR+30.12%+9.12pp
XSVMExposureGrowth EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield2.45%—TTM yield1.88%+1.88ppTotal return CAGR+16.30%-4.70pp