Screener
TRFM vs CGMU
AAM Transformers ETF vs Capital Group Municipal Income ETF
Key differences
TRFM is an equity ETF, while CGMU is a fixed income ETF. TRFM charges 0.49% a year and CGMU 0.27%.
- TRFM is an equity fund, while CGMU is a fixed income fund. They carry different risk/return profiles.
- CGMU costs 0.22% less per year.
- CGMU 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 | CGMU | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.27% |
| Fund size (AUM) | $213M | $6.1B |
| Since | 2022 | 2022 |
| Dividend yield | 0.13% | 3.34% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +45.0% | +6.6% |
| CAGR 3Y | +29.8% | +4.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | 0.32 |
| Volatility 1Y | 23.42% | 2.31% |
| Max drawdown | -28.40% | -4.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.