FRWD vs SCDV
Comparison between Nomura Transformational Technologies ETF (FRWD, ETF) and BAHL & GAYNOR SMALL CAP DIVIDEND ETF (SCDV, ETF).
FRWD vs SCDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FRWD
$144M
Winner
SCDV
$144M
Expense Ratio
Winner
FRWD
0.65%
SCDV
0.70%
Max Drawdown
Winner
FRWD
18.49%
SCDV
23.00%
Sharpe Ratio
Winner
FRWD
1.77
SCDV
0.69
5Y Beta
FRWD
1.94
Winner
SCDV
0.84
P/E Ratio
FRWD
46.93
Winner
SCDV
30.00
Forward P/E
FRWD
31.71
Winner
SCDV
22.53
PEG Ratio
Winner
FRWD
0.42
SCDV
0.73
5Y EPS CAGR
Winner
FRWD
34.62%
SCDV
14.32%
Debt to Equity
FRWD
N/A
SCDV
29.53%
P/S Ratio
FRWD
4.90
Winner
SCDV
2.88
P/B Ratio
FRWD
13.93
Winner
SCDV
4.09
FRWD vs SCDV - Holdings Comparison
FRWD and SCDV have 1 common holdings. Overlap is 0.02%
FRWD's top 25 holdings weight is 99.99%. SCDV's top 25 holdings weight is 79.77%.
| Rank | FRWD | SCDV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.46% | CURTISS-WRIGHT CORP (CW) - 6.48% |
| #2 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 8.89% | ENSIGN GROUP INC (ENSG) - 6.45% |
| #3 | ADVANCED MICRO DEVICES INC (AMD) - 8.37% | GILDAN ACTIVEWEAR INC (n/a) - 5.23% |
| #4 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 5.72% | ENPRO INC (NPO) - 5.13% |
| #5 | LAM RESEARCH CORP (LRCX) - 5.28% | FEDERAL SIGNAL CORP (FSS) - 4.87% |
| #6 | WESTERN DIGITAL CORP (WDC) - 5.03% | LITTELFUSE INC (LFUS) - 4.77% |
| #7 | BROADCOM INC (AVGO) - 4.60% | AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 4.62% |
| #8 | TEXAS INSTRUMENTS INC (TXN) - 4.52% | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 4.59% |
| #9 | ASML HOLDING NV ADR (ASML) - 4.45% | CHEMED CORP (CHE) - 4.57% |
| #10 | MICRON TECHNOLOGY INC (MU) - 4.32% | SILICON MOTION TECHNOLOGY CORP ADR (SIMO) - 4.43% |
| #11 | MICROSOFT CORP (MSFT) - 4.27% | EVERCORE INC CLASS A (EVR) - 3.86% |
| #12 | SAMSUNG ELECTRONICS CO LTD (n/a) - 4.18% | MSA SAFETY INC (MSA) - 3.36% |
| #13 | AMAZON.COM INC (AMZN) - 3.80% | BWX TECHNOLOGIES INC (BWXT) - 3.28% |
| #14 | ALPHABET INC CLASS A (GOOGL) - 3.57% | TEXAS ROADHOUSE INC (TXRH) - 3.15% |
| #15 | NETFLIX INC (NFLX) - 3.53% | CHESAPEAKE UTILITIES CORP (CPK) - 2.85% |
| #16 | SPOTIFY TECHNOLOGY SA (SPOT) - 2.69% | BALCHEM CORP (BCPC) - 2.66% |
| #17 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 2.65% | TETRA TECH INC (TTEK) - 2.58% |
| #18 | CELESTICA INC ORDINARY SHARES (SUBORDINATE VOTING) (CLS) - 2.49% | REINSURANCE GROUP OF AMERICA INC (RGA) - 2.39% |
| #19 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 2.31% | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 2.37% |
| #20 | SERVICENOW INC (NOW) - 2.06% | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 2.13% |
| #21 | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.95% | N/A |
| #22 | BOOKING HOLDINGS INC (BKNG) - 1.77% | N/A |
| #23 | MERCADOLIBRE INC (MELI) - 1.74% | N/A |
| #24 | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 1.66% | N/A |
| #25 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.68% | N/A |
| Total Holdings | 26 | 20 |
FRWD vs SCDV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FRWD
+6.85%
SCDV
-0.82%
3M
Winner
FRWD
+28.66%
SCDV
+0.10%
6M
FRWD
N/A
SCDV
+10.05%
1Y
FRWD
N/A
SCDV
+13.86%
Max(CAGR)
Winner
FRWD
+73.54%
SCDV
+4.19%
FRWD vs SCDV - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | FRWD | SCDV |
|---|---|---|
| 2026 | +24.09% | +8.74% |
| 2025 | N/A | +3.93% |
| 2024 | N/A | -6.38% |
FRWD vs SCDV Drawdown Comparison
The maximum drawdown for FRWD was -18.49%, occurring on Mar 30, 2026. Recovery took 53 trading sessions.
The maximum drawdown for SCDV was -22.84%, occurring on Apr 8, 2025. Recovery took 165 trading sessions.
The current FRWD drawdown is -8.69%. The current SCDV drawdown is -4.23%.
| Rank | FRWD | SCDV |
|---|---|---|
| #1 | -18.49% Jan 28, 2026 - Apr 15, 2026 | -22.84% Dec 12, 2024 - Aug 13, 2025 |
| #2 | -8.69% Jun 2, 2026 - Jun 5, 2026 | -11.38% Feb 20, 2026 - Mar 30, 2026 |
| #3 | -5.01% May 14, 2026 - May 22, 2026 | -7.68% Oct 27, 2025 - Jan 12, 2026 |
| #4 | -2.67% Apr 24, 2026 - May 1, 2026 | -3.17% Aug 22, 2025 - Oct 20, 2025 |
| #5 | -1.87% Jan 16, 2026 - Jan 22, 2026 | -2.36% Aug 13, 2025 - Aug 22, 2025 |
| #6 | -1.60% May 11, 2026 - May 14, 2026 | -1.86% Jan 15, 2026 - Feb 4, 2026 |
| #7 | -1.53% Jan 13, 2026 - Jan 16, 2026 | -1.21% Oct 20, 2025 - Oct 24, 2025 |
| #8 | -1.34% May 6, 2026 - May 8, 2026 | -0.55% Feb 11, 2026 - Feb 13, 2026 |
| #9 | -0.89% Apr 22, 2026 - Apr 24, 2026 | -0.19% Feb 13, 2026 - Feb 20, 2026 |
| #10 | -0.59% Apr 17, 2026 - Apr 22, 2026 | N/A |
| #11 | -0.09% May 1, 2026 - May 5, 2026 | N/A |
Correlation
Correlation between FRWD and SCDV is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.48
-101
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