FRWD vs TEMP

FRWD vs TEMP

Which is better, FRWD or TEMP?

TEMP costs less.

TEMP has a lower expense ratio.

Lower Fees: TEMP

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

MetricFRWDTEMP
Expense Ratio0.65%0.49%Best
AUM$274M$8M
Dividend Yield0.00%1.31%
Holdings5472
Volatility (annualized)-21.0%
Max Drawdown--32.1%
Fund FamilyNomura Asset Management Co LtdJ.P. Morgan Asset Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionJan 13, 2026Dec 13, 2021

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), $10,000 over the window, Top 10 Weight.

The two price series end 376 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. FRWD has data through Oct 14, 2026 and TEMP through Oct 3, 2025.

Compare FRWD against instead:FRWD vs SPYFRWD vs QQQFRWD vs VOOFRWD vs VTITEMP against:TEMP vs VXUS

Fees and Cost Over Time

FRWD charges 0.65% per year while TEMP charges 0.49%. On a $10,000 position that is $65 vs $49 annually, a gap of $16 per year that compounds over a long holding period. On income, FRWD currently yields 0.00% against 1.31% for TEMP.

You are not choosing between two funds in isolation.

Whichever of FRWD and TEMP you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FRWDTEMP

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FRWD or TEMP?

FRWD has an expense ratio of 0.65% while TEMP charges 0.49%. TEMP is the cheaper option, by $16 a year on a $10,000 investment.

Which pays a higher dividend, FRWD or TEMP?

FRWD yields 0.00% while TEMP yields 1.31%, so TEMP currently pays the higher dividend yield.

Is TEMP better than FRWD?

TEMP has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.