Screener
TRFM vs AAVM
AAM Transformers ETF vs Alpha Architect Global Factor Equity ETF
Key differences
Both TRFM and AAVM are equity ETFs. TRFM charges 0.49% a year and AAVM 0.38%. The main difference: TRFM follows a index tracking strategy; AAVM uses active selection.
- TRFM follows a index tracking strategy; AAVM uses active selection.
- TRFM covers North America; AAVM covers global markets.
- AAVM costs 0.11% less per year.
- TRFM is much larger than AAVM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, TRFM has delivered higher annualized returns.
- AAVM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TRFM | AAVM | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.38% |
| Fund size (AUM) | $213M | $26M |
| Since | 2022 | 2017 |
| Dividend yield | 0.13% | 1.74% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +42.5% | +29.8% |
| CAGR 3Y | +29.6% | +19.3% |
| CAGR 5Y | N/A | +6.3% |
| Sharpe 3Y | 1.03 | 0.87 |
| Volatility 1Y | 23.37% | 15.58% |
| Max drawdown | -28.40% | -34.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.