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