Screener
TRFM vs CPLS
AAM Transformers ETF vs AB Core Plus Bond ETF
Key differences
TRFM is an equity ETF, while CPLS is a fixed income ETF. TRFM charges 0.49% a year and CPLS 0.30%.
- TRFM is an equity fund, while CPLS is a fixed income fund. They carry different risk/return profiles.
- TRFM follows a index tracking strategy; CPLS uses active selection.
- TRFM covers North America; CPLS covers global markets.
- CPLS costs 0.19% less per year.
Side-by-side comparison
| TRFM | CPLS | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.30% |
| Fund size (AUM) | $213M | $215M |
| Since | 2022 | 2023 |
| Dividend yield | 0.13% | 4.62% |
| Asset class | equity | fixed income |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +45.0% | +4.4% |
| CAGR 3Y | +29.8% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | N/A |
| Volatility 1Y | 23.42% | 3.85% |
| Max drawdown | -28.40% | -4.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.