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TRFM vs CGHM

AAM Transformers ETF vs Capital Group Municipal High-Income ETF

TRFM

AAM Transformers ETF

Annual cost

0.49%

Fund size

$213M

CGHM

Capital Group Municipal High-Income ETF

Annual cost

0.34%

Fund size

$3.1B

Key differences

TRFM is an equity ETF, while CGHM is a fixed income ETF. TRFM charges 0.49% a year and CGHM 0.34%.

  • TRFM is an equity fund, while CGHM is a fixed income fund. They carry different risk/return profiles.
  • CGHM costs 0.15% less per year.
  • CGHM is much larger than TRFM. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TRFMCGHM
Annual cost (TER)0.49%0.34%
Fund size (AUM)$213M$3.1B
Since20222024
Dividend yield0.13%3.82%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+45.0%+9.2%
CAGR 3Y+29.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.03N/A
Volatility 1Y23.42%3.13%
Max drawdown-28.40%-5.90%

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

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