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NomuraTechnologyFRWD · Nasdaq

Nomura Transformational Technologies ETF (FRWD)

Price
$31.72
11 Sept 2026
Assets
$276.5M
Total net assets
Expense ratio
0.65%
Category 0.90%
Yield
Trailing distributions
3Y CAGR
Category 26.7%
5Y CAGR
Category 11.2%
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Nomura Transformational Technologies ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-3.1%-1.3%+35.4%+27.3%
Technology average-3.5%-1.4%29.6%27.5%32.2%26.7%11.2%19.6%15.1%
Difference+0.4%+0.1%+5.8%+12.3%

Holdings

The 10 largest positions make up 52.9% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
NVDANVIDIA Corp9.38%
AMDAdvanced Micro Devices Inc6.14%
STXSeagate Technology Holdings PLC6.13%
TSMTaiwan Semiconductor Manufacturing Co Ltd ADR5.88%
LRCXLam Research Corp5.17%
ASMLASML Holding NV ADR4.54%
005930.KQSamsung Electronics Co Ltd4.08%
DASHDoorDash Inc Ordinary Shares - Class A3.88%
MSFTMicrosoft Corp3.84%
AVGOBroadcom Inc3.84%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
31.9
P/B
10.2
P/S
8.5
P/CF
24.9

Sector allocation

Share of the equity the fund holds.

74.2%Technology4 sectors
  1. Technology74.2%
  2. Consumer discretionary14.0%
  3. Industrials6.1%
  4. Communication services5.8%

Asset mix

  • Stocks97.3%
  • Cash2.7%

ETF details

Issuer
Nomura
Category
Equity · Technology
Ticker
FRWD
Exchange
Nasdaq
Inception
12 Jan 2026 (0.7 years)
Structure
Exchange Traded Fund
Expense ratio
0.65% (category 0.90%)
Holdings turnover
11% (category 58%)
Distribution yield
Beta, 3 years
0.00
Total net assets
$276.5M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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