FRWD vs FT
Comparison between Nomura Transformational Technologies ETF (FRWD, ETF) and Franklin Universal Trust (FT, ETF).
FRWD vs FT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FRWD
$223M
FT
$221M
Expense Ratio
FRWD
0.65%
FT
N/A
Max Drawdown
Winner
FRWD
18.49%
FT
65.18%
Sharpe Ratio
Winner
FRWD
1.95
FT
1.01
5Y Beta
FRWD
1.96
Winner
FT
0.29
P/E Ratio
FRWD
45.18
FT
N/A
Forward P/E
FRWD
29.28
FT
N/A
PEG Ratio
FRWD
0.40
FT
N/A
5Y Dividends CAGR
FRWD
N/A
FT
5.84%
5Y EPS CAGR
FRWD
33.63%
FT
N/A
P/S Ratio
FRWD
4.74
FT
N/A
P/B Ratio
FRWD
13.38
FT
N/A
FRWD vs FT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FRWD
+6.20%
FT
-0.47%
3M
Winner
FRWD
+36.62%
FT
+0.59%
6M
Winner
FRWD
+29.03%
FT
+4.92%
1Y
FRWD
N/A
FT
+12.98%
5Y(CAGR)
FRWD
N/A
FT
+7.06%
10Y(CAGR)
FRWD
N/A
FT
+8.41%
Max(CAGR)
Winner
FRWD
+86.01%
FT
+7.27%
FRWD vs FT - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FRWD | FT |
|---|---|---|
| 2026 | +29.03% | +2.28% |
| 2025 | N/A | +16.44% |
| 2024 | N/A | +17.47% |
| 2023 | N/A | +4.51% |
| 2022 | N/A | -13.44% |
| 2021 | N/A | +21.55% |
| 2020 | N/A | +1.47% |
| 2019 | N/A | +30.84% |
| 2018 | N/A | -5.40% |
| 2017 | N/A | +13.25% |
| 2016 | N/A | +24.94% |
| 2015 | N/A | -12.94% |
| 2014 | N/A | +10.27% |
| 2013 | N/A | +3.10% |
| 2012 | N/A | +12.59% |
| 2011 | N/A | +13.70% |
| 2010 | N/A | +17.58% |
| 2009 | N/A | +59.78% |
| 2008 | N/A | -40.85% |
| 2007 | N/A | +7.05% |
| 2006 | N/A | +21.52% |
| 2005 | N/A | +10.02% |
| 2004 | N/A | +10.93% |
| 2003 | N/A | +21.38% |
| 2002 | N/A | -29.73% |
| 2001 | N/A | +16.33% |
| 2000 | N/A | +12.12% |
| 1999 | N/A | -14.17% |
FRWD vs FT Drawdown Comparison
The maximum drawdown for FRWD was -18.49%, occurring on Mar 30, 2026. Recovery took 53 trading sessions.
The maximum drawdown for FT was -54.80%, occurring on Nov 20, 2008. Recovery took 708 trading sessions.
The current FRWD drawdown is -5.06%. The current FT drawdown is -3.07%.
| Rank | FRWD | FT |
|---|---|---|
| #1 | -18.49% Jan 28, 2026 - Apr 15, 2026 | -54.80% May 16, 2007 - Mar 9, 2010 |
| #2 | -9.94% Jun 2, 2026 - Jun 10, 2026 | -40.90% Feb 21, 2020 - May 3, 2021 |
| #3 | -5.01% May 14, 2026 - May 22, 2026 | -40.83% Apr 15, 2002 - May 16, 2006 |
| #4 | -2.67% Apr 24, 2026 - May 1, 2026 | -23.17% Dec 28, 2021 - Jul 31, 2024 |
| #5 | -1.87% Jan 16, 2026 - Jan 22, 2026 | -22.90% Nov 5, 1999 - Jan 3, 2001 |
| #6 | -1.60% May 11, 2026 - May 14, 2026 | -22.53% Mar 24, 2015 - May 26, 2016 |
| #7 | -1.53% Jan 13, 2026 - Jan 16, 2026 | -18.10% Mar 9, 2001 - Nov 28, 2001 |
| #8 | -1.34% May 6, 2026 - May 8, 2026 | -13.30% May 20, 2013 - Apr 16, 2014 |
| #9 | -0.89% Apr 22, 2026 - Apr 24, 2026 | -12.55% Jul 7, 2011 - Oct 21, 2011 |
| #10 | -0.59% Apr 17, 2026 - Apr 22, 2026 | -12.20% Sep 26, 2012 - Jan 29, 2013 |
| #11 | -0.09% May 1, 2026 - May 5, 2026 | -10.78% Dec 6, 2017 - Feb 25, 2019 |
| #12 | N/A | -9.94% Apr 29, 2010 - Jul 20, 2010 |
| #13 | N/A | -9.44% Jul 22, 2016 - Jan 17, 2017 |
| #14 | N/A | -8.76% Mar 3, 2025 - Jun 12, 2025 |
| #15 | N/A | -7.68% Nov 3, 2014 - Jan 16, 2015 |
Correlation
Correlation between FRWD and FT is 0.11 which considered as a very weak or no correlation - the stocks move independently of each other.
0.11
-101
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