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TRFM vs BLOK

AAM Transformers ETF vs Amplify Blockchain Technology ETF

TRFM

AAM Transformers ETF

Annual cost

0.49%

Fund size

$213M

BLOK

Amplify Blockchain Technology ETF

Annual cost

0.70%

Fund size

$1.4B

Key differences

Both TRFM and BLOK are equity ETFs. TRFM charges 0.49% a year and BLOK 0.70%. The main difference: TRFM follows a index tracking strategy; BLOK uses active selection.

  • TRFM follows a index tracking strategy; BLOK uses active selection.
  • TRFM costs 0.21% less per year.
  • BLOK is much larger than TRFM. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, BLOK has delivered higher annualized returns.

Side-by-side comparison

TRFMBLOK
Annual cost (TER)0.49%0.70%
Fund size (AUM)$213M$1.4B
Since20222018
Dividend yield0.13%0.60%
Asset classequityequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+42.5%+20.1%
CAGR 3Y+29.6%+48.4%
CAGR 5YN/A+10.3%
Sharpe 3Y1.031.09
Volatility 1Y23.37%38.85%
Max drawdown-28.40%-73.33%

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

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