FRWD vs JDIV
Nomura Transformational Technologies ETF vs JPMorgan Dividend Leaders ETF
Which is better, FRWD or JDIV?
JDIV costs less.
JDIV has a lower expense ratio. JDIV is less concentrated, with 30.7% of the fund in its ten largest positions against 56.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | FRWD | JDIV |
|---|---|---|
| Expense Ratio | 0.65% | 0.47%Best |
| AUM | $274M | $13M |
| Dividend Yield | 0.00% | 1.56% |
| Holdings | 54 | 98 |
| YTD Return | +24.83%Best | +5.43% |
| 1Y Return | - | +7.36% |
| Top 10 Weight | 56.0% | 30.7%Best |
| Fund Family | Nomura Asset Management Co Ltd | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jan 13, 2026 | Sep 25, 2024 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
FRWD vs JDIV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
FRWD vs JDIV Performance
Nomura Transformational Technologies ETF (FRWD) is an ETF from Nomura Asset Management Co Ltd and JPMorgan Dividend Leaders ETF (JDIV) is an ETF from J.P. Morgan Asset Management. Year to date, FRWD is up 24.83% versus a gain of 5.43% for JDIV.
Past performance does not guarantee future results.
Fees and Cost Over Time
FRWD charges 0.65% per year while JDIV charges 0.47%. On a $10,000 position that is $65 vs $47 annually, a gap of $18 per year that compounds over a long holding period. On income, FRWD currently yields 0.00% against 1.56% for JDIV.
Holdings Overlap
35.1% of FRWD's money is in holdings JDIV also owns. 19.9% of JDIV's money is in holdings FRWD also owns.
The two portfolios partly overlap.
7 positions in common, counted across the 26 positions we hold weights for in FRWD and 87 in JDIV, against full books of 54 and 98.
What only one of them owns
Our book lists 46 positions for JDIV that do not appear in our book for FRWD (48.9% of the fund), and 14 for FRWD that do not appear in JDIV (45.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in FRWD | Weight in JDIV | Difference |
|---|---|---|---|
| 2330:TWTaiwan Semiconductor Manufacturing Co Ltd | 6.22% | 6.20% | 0.02% |
| NVDANvidia Corp | 9.32% | 2.87% | 6.45% |
| MSFTMicrosoft Corp | 3.54% | 7.04% | 3.50% |
| LRCXLrcx Uw Equity | 5.76% | 1.12% | 4.64% |
| 005930:KRSamsung Electronics (Equity) | 4.29% | 1.44% | 2.85% |
| AVGOBroadcom Inc | 3.52% | 0.70% | 2.82% |
| BKNGBooking Holdings, Inc. | 2.50% | 0.56% | 1.94% |
35.1% of FRWD is already inside JDIV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, FRWD or JDIV?
FRWD has an expense ratio of 0.65% while JDIV charges 0.47%. JDIV is the cheaper option, by $18 a year on a $10,000 investment.
What is the holdings overlap between FRWD and JDIV?
35.1% of FRWD's money is in holdings JDIV also owns. 19.9% of JDIV's is in holdings FRWD also owns. They hold 7 positions in common, counted across the 26 positions we hold weights for in FRWD and 87 in JDIV.
Which pays a higher dividend, FRWD or JDIV?
FRWD yields 0.00% while JDIV yields 1.56%, so JDIV currently pays the higher dividend yield.
Is JDIV better than FRWD?
JDIV has a lower expense ratio. JDIV is less concentrated, with 30.7% of the fund in its ten largest positions against 56.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.