FRWD vs VYM

FRWD vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricFRWDVYMWinner
Expense Ratio0.65%0.04%
AUM$288M$81.6B
Dividend Yield0.00%2.24%
Holdings27616
YTD Return+28.71%+14.66%
1Y Return-+22.16%
3Y Return (annualized)-+18.72%
5Y Return (annualized)-+12.18%
Volatility (annualized)-14.6%
Max Drawdown-18.5%-58.8%
Fund FamilyNomura Asset Management Co LtdVanguard (US)
CategoryEquityEquity
InceptionJan 13, 2026Nov 10, 2006

FRWD vs VYM Performance

Nomura Transformational Technologies ETF (FRWD) is a ETF from Nomura Asset Management Co Ltd and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, FRWD is up 28.71% versus a gain of 14.66% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -18.5% for FRWD and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

FRWD charges 0.65% per year while VYM charges 0.04%. On a $10,000 position that is $65 vs $4 annually, a gap of $61 per year that compounds over a long holding period. On income, FRWD currently yields 0.00% against 2.24% for VYM.

Holdings Overlap

5.4%overlap

FRWD and VYM share 2 holdings out of 627 unique holdings combined, representing a 5.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FRWDWeight in VYMDifference
AVGO4.30%7.29%2.99%
TXN3.99%1.13%2.86%

Frequently Asked Questions

Which is cheaper, FRWD or VYM?

FRWD has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $61 per year of difference.

What is the holdings overlap between FRWD and VYM?

FRWD and VYM share 2 common holdings with a 5.4% weight overlap. Combined, they hold 627 unique securities.

Which pays a higher dividend, FRWD or VYM?

FRWD yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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