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TRFM vs CAIQ

AAM Transformers ETF vs Calamos Nasdaq Autocallable Income ETF

TRFM

AAM Transformers ETF

Annual cost

0.49%

Fund size

$213M

CAIQ

Calamos Nasdaq Autocallable Income ETF

Annual cost

0.74%

Fund size

$207M

Key differences

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

  • TRFM is an equity fund, while CAIQ is an alternative fund. They carry different risk/return profiles.
  • TRFM follows a index tracking strategy; CAIQ uses structured outcome.
  • TRFM costs 0.25% less per year.

Side-by-side comparison

TRFMCAIQ
Annual cost (TER)0.49%0.74%
Fund size (AUM)$213M$207M
Since20222025
Dividend yield0.13%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingstructured outcome
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%-9.05%

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

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