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TRFM vs CANQ

AAM Transformers ETF vs Calamos Nasdaq Equity & Income ETF

TRFM

AAM Transformers ETF

Annual cost

0.49%

Fund size

$213M

CANQ

Calamos Nasdaq Equity & Income ETF

Annual cost

0.94%

Fund size

$25M

Key differences

TRFM is an equity ETF, while CANQ is a fixed income ETF. TRFM charges 0.49% a year and CANQ 0.94%.

  • TRFM is an equity fund, while CANQ is a fixed income fund. They carry different risk/return profiles.
  • TRFM follows a index tracking strategy; CANQ uses option income.
  • TRFM costs 0.45% less per year.
  • TRFM is much larger than CANQ. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TRFMCANQ
Annual cost (TER)0.49%0.94%
Fund size (AUM)$213M$25M
Since20222024
Dividend yield0.13%4.32%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingoption income
CAGR 1Y+45.0%+14.2%
CAGR 3Y+29.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.03N/A
Volatility 1Y23.42%11.08%
Max drawdown-28.40%-12.79%

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

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