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TRFM vs CGGR

AAM Transformers ETF vs Capital Group Growth ETF

TRFM

AAM Transformers ETF

Annual cost

0.49%

Fund size

$213M

CGGR

Capital Group Growth ETF

Annual cost

0.39%

Fund size

$24.6B

Key differences

Both TRFM and CGGR are equity ETFs. TRFM charges 0.49% a year and CGGR 0.39%. The main difference: TRFM follows a index tracking strategy; CGGR uses active selection.

  • TRFM follows a index tracking strategy; CGGR uses active selection.
  • TRFM covers North America; CGGR covers global markets.
  • CGGR costs 0.10% less per year.
  • CGGR 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

TRFMCGGR
Annual cost (TER)0.49%0.39%
Fund size (AUM)$213M$24.6B
Since20222022
Dividend yield0.13%0.09%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+42.5%+16.7%
CAGR 3Y+29.6%+24.9%
CAGR 5YN/AN/A
Sharpe 3Y1.031.07
Volatility 1Y23.37%16.76%
Max drawdown-28.40%-28.90%

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

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