Screener
TRFM vs AOA
AAM Transformers ETF vs iShares Core 80/20 Aggressive Allocation ETF
Key differences
TRFM is an equity ETF, while AOA is a mixed asset ETF. TRFM charges 0.49% a year and AOA 0.15%.
- TRFM is an equity fund, while AOA is a mixed asset fund. They carry different risk/return profiles.
- AOA costs 0.34% less per year.
- AOA is much larger than TRFM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, TRFM has delivered higher annualized returns.
- AOA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TRFM | AOA | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.15% |
| Fund size (AUM) | $213M | $3.2B |
| Since | 2022 | 2008 |
| Dividend yield | 0.13% | 2.05% |
| Asset class | equity | mixed asset |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +42.5% | +21.0% |
| CAGR 3Y | +29.6% | +17.4% |
| CAGR 5Y | N/A | +8.8% |
| Sharpe 3Y | 1.03 | 1.13 |
| Volatility 1Y | 23.37% | 10.94% |
| Max drawdown | -28.40% | -28.38% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.