Screener
TRFM vs CGCP
AAM Transformers ETF vs Capital Group Core Plus Income ETF
Key differences
TRFM is an equity ETF, while CGCP is a fixed income ETF. TRFM charges 0.49% a year and CGCP 0.34%.
- TRFM is an equity fund, while CGCP is a fixed income fund. They carry different risk/return profiles.
- TRFM follows a index tracking strategy; CGCP uses active selection.
- TRFM covers North America; CGCP covers global markets.
- CGCP costs 0.15% less per year.
- CGCP is much larger than TRFM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, TRFM has delivered higher annualized returns.
Side-by-side comparison
| TRFM | CGCP | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.34% |
| Fund size (AUM) | $213M | $7.8B |
| Since | 2022 | 2022 |
| Dividend yield | 0.13% | 5.14% |
| Asset class | equity | fixed income |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +42.5% | +4.9% |
| CAGR 3Y | +29.6% | +5.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | 0.27 |
| Volatility 1Y | 23.37% | 3.68% |
| Max drawdown | -28.40% | -15.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.