Screener
TRFM vs CGSD
AAM Transformers ETF vs Capital Group Short Duration Income ETF
Key differences
TRFM is an equity ETF, while CGSD is a fixed income ETF. TRFM charges 0.49% a year and CGSD 0.25%.
- TRFM is an equity fund, while CGSD is a fixed income fund. They carry different risk/return profiles.
- TRFM follows a index tracking strategy; CGSD uses active selection.
- CGSD costs 0.24% less per year.
- CGSD 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 | CGSD | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.25% |
| Fund size (AUM) | $213M | $2.3B |
| Since | 2022 | 2022 |
| Dividend yield | 0.13% | 4.46% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +42.5% | +4.0% |
| CAGR 3Y | +29.6% | +5.1% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | 0.76 |
| Volatility 1Y | 23.37% | 1.48% |
| Max drawdown | -28.40% | -1.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.