Skip to content
Beacon
Screener

TRFM vs CAIE

AAM Transformers ETF vs Calamos US Equity Autocallable Income ETF

TRFM

AAM Transformers ETF

Annual cost

0.49%

Fund size

$213M

CAIE

Calamos US Equity Autocallable Income ETF

Annual cost

0.74%

Fund size

$972M

Key differences

TRFM is an equity ETF, while CAIE is an alternative ETF. TRFM charges 0.49% a year and CAIE 0.74%.

  • TRFM is an equity fund, while CAIE is an alternative fund. They carry different risk/return profiles.
  • TRFM follows a index tracking strategy; CAIE uses multi strategy.
  • TRFM costs 0.25% less per year.
  • CAIE is much larger than TRFM. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TRFMCAIE
Annual cost (TER)0.49%0.74%
Fund size (AUM)$213M$972M
Since20222025
Dividend yield0.13%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingmulti strategy
CAGR 1Y+45.0%N/A
CAGR 3Y+29.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.03N/A
Volatility 1Y23.42%
Max drawdown-28.40%-7.72%

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

Similar to TRFM and CAIE