Screener
TRFM vs CGUS
AAM Transformers ETF vs Capital Group Core Equity ETF
Key differences
Both TRFM and CGUS are equity ETFs. TRFM charges 0.49% a year and CGUS 0.33%. The main difference: TRFM follows a index tracking strategy; CGUS uses active selection.
- TRFM follows a index tracking strategy; CGUS uses active selection.
- CGUS costs 0.16% less per year.
- CGUS 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 | CGUS | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.33% |
| Fund size (AUM) | $213M | $10.8B |
| Since | 2022 | 2022 |
| Dividend yield | 0.13% | 0.87% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +42.5% | +22.4% |
| CAGR 3Y | +29.6% | +22.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | 1.22 |
| Volatility 1Y | 23.37% | 12.64% |
| Max drawdown | -28.40% | -22.15% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.