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