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TRFM vs CGGO

AAM Transformers ETF vs Capital Group Global Growth Equity ETF

TRFM

AAM Transformers ETF

Annual cost

0.49%

Fund size

$213M

CGGO

Capital Group Global Growth Equity ETF

Annual cost

0.47%

Fund size

$11.4B

Key differences

Both TRFM and CGGO are equity ETFs. TRFM charges 0.49% a year and CGGO 0.47%. The main difference: TRFM follows a index tracking strategy; CGGO uses active selection.

  • TRFM follows a index tracking strategy; CGGO uses active selection.
  • TRFM covers North America; CGGO covers global markets.
  • CGGO 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

TRFMCGGO
Annual cost (TER)0.49%0.47%
Fund size (AUM)$213M$11.4B
Since20222022
Dividend yield0.13%1.71%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+42.5%+29.6%
CAGR 3Y+29.6%+20.5%
CAGR 5YN/AN/A
Sharpe 3Y1.030.98
Volatility 1Y23.37%17.47%
Max drawdown-28.40%-24.90%

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

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