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Screener

TRFM vs ADPV

AAM Transformers ETF vs Adaptiv Select ETF

TRFM

AAM Transformers ETF

Annual cost

0.49%

Fund size

$213M

ADPV

Adaptiv Select ETF

Annual cost

1.00%

Fund size

$183M

Key differences

Both TRFM and ADPV are equity ETFs. TRFM charges 0.49% a year and ADPV 1.00%. The main difference: TRFM follows a index tracking strategy; ADPV uses active selection.

  • TRFM follows a index tracking strategy; ADPV uses active selection.
  • TRFM costs 0.51% less per year.
  • Over the last three years, TRFM has delivered higher annualized returns.

Side-by-side comparison

TRFMADPV
Annual cost (TER)0.49%1.00%
Fund size (AUM)$213M$183M
Since20222022
Dividend yield0.13%0.64%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+45.0%+36.6%
CAGR 3Y+29.8%+27.3%
CAGR 5YN/AN/A
Sharpe 3Y1.031.04
Volatility 1Y23.42%24.53%
Max drawdown-28.40%-22.30%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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