Screener
TRFM vs CGBL
AAM Transformers ETF vs Capital Group Core Balanced ETF
Key differences
TRFM is an equity ETF, while CGBL is a mixed asset ETF. TRFM charges 0.49% a year and CGBL 0.33%.
- TRFM is an equity fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
- TRFM follows a index tracking strategy; CGBL uses active selection.
- CGBL costs 0.16% less per year.
- CGBL is much larger than TRFM. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| TRFM | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.33% |
| Fund size (AUM) | $213M | $6.7B |
| Since | 2022 | 2023 |
| Dividend yield | 0.13% | 1.86% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +42.5% | +15.7% |
| CAGR 3Y | +29.6% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | N/A |
| Volatility 1Y | 23.37% | 9.86% |
| Max drawdown | -28.40% | -11.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.