Screener
TRFM vs AOK
AAM Transformers ETF vs iShares Core 30/70 Conservative Allocation ETF
Key differences
TRFM is an equity ETF, while AOK is a mixed asset ETF. TRFM charges 0.49% a year and AOK 0.15%.
- TRFM is an equity fund, while AOK is a mixed asset fund. They carry different risk/return profiles.
- TRFM follows a index tracking strategy; AOK uses active selection.
- AOK costs 0.34% less per year.
- AOK 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.
- AOK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TRFM | AOK | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.15% |
| Fund size (AUM) | $213M | $787M |
| Since | 2022 | 2008 |
| Dividend yield | 0.13% | 3.28% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +42.5% | +10.5% |
| CAGR 3Y | +29.6% | +9.2% |
| CAGR 5Y | N/A | +3.6% |
| Sharpe 3Y | 1.03 | 0.85 |
| Volatility 1Y | 23.37% | 5.87% |
| Max drawdown | -28.40% | -18.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.