DXIV vs FRWD
Comparison between DIMENSIONAL INTERNATIONAL VECTOR EQUITY ETF (DXIV, ETF) and Nomura Transformational Technologies ETF (FRWD, ETF).
DXIV vs FRWD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DXIV
$143M
Winner
FRWD
$144M
Expense Ratio
Winner
DXIV
0.30%
FRWD
0.65%
Max Drawdown
Winner
DXIV
13.92%
FRWD
18.49%
Sharpe Ratio
DXIV
1.54
Winner
FRWD
1.77
5Y Beta
Winner
DXIV
0.65
FRWD
1.94
P/E Ratio
DXIV
N/A
FRWD
46.93
Forward P/E
DXIV
N/A
FRWD
31.71
PEG Ratio
DXIV
N/A
FRWD
0.42
5Y EPS CAGR
DXIV
N/A
FRWD
34.62%
P/S Ratio
DXIV
N/A
FRWD
4.90
P/B Ratio
DXIV
N/A
FRWD
13.93
DXIV vs FRWD - Holdings Comparison
DXIV and FRWD have 3 common holdings. Overlap is 1.07%
DXIV's top 25 holdings weight is 12.80%. FRWD's top 25 holdings weight is 99.99%.
| Rank | DXIV | FRWD |
|---|---|---|
| #1 | TOTALENERGIES SE (TTE:XPAR) - 1.00% | NVIDIA CORP (NVDA) - 9.46% |
| #2 | ASML HOLDING NV ADR (ASML) - 0.83% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 8.89% |
| #3 | BHP GROUP LTD (n/a) - 0.83% | ADVANCED MICRO DEVICES INC (AMD) - 8.37% |
| #4 | NOVARTIS AG ADR (NVS) - 0.71% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 5.72% |
| #5 | ORANGE SA (n/a) - 0.62% | LAM RESEARCH CORP (LRCX) - 5.28% |
| #6 | SUNCOR ENERGY INC (n/a) - 0.60% | WESTERN DIGITAL CORP (WDC) - 5.03% |
| #7 | n/a (SHEL) - 0.58% | BROADCOM INC (AVGO) - 4.60% |
| #8 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 0.57% | TEXAS INSTRUMENTS INC (TXN) - 4.52% |
| #9 | NESTLE SA (n/a) - 0.52% | ASML HOLDING NV ADR (ASML) - 4.45% |
| #10 | DEUTSCHE TELEKOM AG (n/a) - 0.50% | MICRON TECHNOLOGY INC (MU) - 4.32% |
| #11 | BAYER AG (n/a) - 0.50% | MICROSOFT CORP (MSFT) - 4.27% |
| #12 | ROYAL BANK OF CANADA (RY) - 0.47% | SAMSUNG ELECTRONICS CO LTD (n/a) - 4.18% |
| #13 | HSBC HOLDINGS PLC (n/a) - 0.46% | AMAZON.COM INC (AMZN) - 3.80% |
| #14 | ASTRAZENECA PLC (n/a) - 0.45% | ALPHABET INC CLASS A (GOOGL) - 3.57% |
| #15 | INFINEON TECHNOLOGIES AG (n/a) - 0.44% | NETFLIX INC (NFLX) - 3.53% |
| #16 | CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.40% | SPOTIFY TECHNOLOGY SA (SPOT) - 2.69% |
| #17 | CENOVUS ENERGY INC (CVE) - 0.40% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 2.65% |
| #18 | BASF SE (n/a) - 0.40% | CELESTICA INC ORDINARY SHARES (SUBORDINATE VOTING) (CLS) - 2.49% |
| #19 | SWISSCOM AG (n/a) - 0.40% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 2.31% |
| #20 | TOYOTA MOTOR CORP (n/a) - 0.37% | SERVICENOW INC (NOW) - 2.06% |
| #21 | KINROSS GOLD CORP (n/a) - 0.36% | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.95% |
| #22 | ENGIE SA (n/a) - 0.36% | BOOKING HOLDINGS INC (BKNG) - 1.77% |
| #23 | SONY GROUP CORP (n/a) - 0.36% | MERCADOLIBRE INC (MELI) - 1.74% |
| #24 | BT GROUP PLC (n/a) - 0.34% | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 1.66% |
| #25 | E.ON SE (n/a) - 0.33% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.68% |
| Total Holdings | 2059 | 26 |
DXIV vs FRWD - Historical Returns
Returns include dividend reinvestment.
1M
DXIV
+0.02%
Winner
FRWD
+6.85%
3M
DXIV
+2.48%
Winner
FRWD
+28.66%
6M
DXIV
+11.90%
FRWD
N/A
1Y
DXIV
+26.75%
FRWD
N/A
Max(CAGR)
DXIV
+23.92%
Winner
FRWD
+73.54%
DXIV vs FRWD - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | DXIV | FRWD |
|---|---|---|
| 2026 | +8.13% | +24.09% |
| 2025 | +39.27% | N/A |
| 2024 | -4.39% | N/A |
DXIV vs FRWD Drawdown Comparison
The maximum drawdown for DXIV was -13.71%, occurring on Apr 7, 2025. Recovery took 27 trading sessions.
The maximum drawdown for FRWD was -18.49%, occurring on Mar 30, 2026. Recovery took 53 trading sessions.
The current DXIV drawdown is -3.06%. The current FRWD drawdown is -8.69%.
| Rank | DXIV | FRWD |
|---|---|---|
| #1 | -13.71% Mar 19, 2025 - Apr 28, 2025 | -18.49% Jan 28, 2026 - Apr 15, 2026 |
| #2 | -10.84% Feb 27, 2026 - Mar 20, 2026 | -8.69% Jun 2, 2026 - Jun 5, 2026 |
| #3 | -9.29% Sep 26, 2024 - Mar 5, 2025 | -5.01% May 14, 2026 - May 22, 2026 |
| #4 | -4.20% Nov 12, 2025 - Nov 28, 2025 | -2.67% Apr 24, 2026 - May 1, 2026 |
| #5 | -3.70% Jul 23, 2025 - Aug 12, 2025 | -1.87% Jan 16, 2026 - Jan 22, 2026 |
| #6 | -3.24% Oct 6, 2025 - Oct 27, 2025 | -1.60% May 11, 2026 - May 14, 2026 |
| #7 | -2.57% Jun 12, 2025 - Jun 26, 2025 | -1.53% Jan 13, 2026 - Jan 16, 2026 |
| #8 | -2.24% Aug 22, 2025 - Sep 8, 2025 | -1.34% May 6, 2026 - May 8, 2026 |
| #9 | -2.24% Mar 7, 2025 - Mar 17, 2025 | -0.89% Apr 22, 2026 - Apr 24, 2026 |
| #10 | -2.06% Oct 27, 2025 - Nov 10, 2025 | -0.59% Apr 17, 2026 - Apr 22, 2026 |
| #11 | -1.94% Jan 27, 2026 - Feb 6, 2026 | -0.09% May 1, 2026 - May 5, 2026 |
| #12 | -1.62% Sep 15, 2025 - Oct 1, 2025 | N/A |
| #13 | -1.50% Jul 10, 2025 - Jul 22, 2025 | N/A |
| #14 | -1.15% May 13, 2025 - May 19, 2025 | N/A |
| #15 | -1.01% Jul 3, 2025 - Jul 9, 2025 | N/A |
Correlation
Correlation between DXIV and FRWD is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.53
-101
Select Stocks to Compare
Popular: DXIV vs SPYFRWD vs SPY
More Comparisons
Compare with similar stocks