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TRFM vs CATF

AAM Transformers ETF vs American Century California Municipal Bond ETF

TRFM

AAM Transformers ETF

Annual cost

0.49%

Fund size

$213M

CATF

American Century California Municipal Bond ETF

Annual cost

0.27%

Fund size

$78M

Key differences

TRFM is an equity ETF, while CATF is a fixed income ETF. TRFM charges 0.49% a year and CATF 0.27%.

  • TRFM is an equity fund, while CATF is a fixed income fund. They carry different risk/return profiles.
  • TRFM follows a index tracking strategy; CATF uses active selection.
  • CATF costs 0.22% less per year.

Side-by-side comparison

TRFMCATF
Annual cost (TER)0.49%0.27%
Fund size (AUM)$213M$78M
Since20222024
Dividend yield0.13%3.50%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+45.0%+7.7%
CAGR 3Y+29.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.03N/A
Volatility 1Y23.42%3.13%
Max drawdown-28.40%-4.83%

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

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