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TRFM vs EMPB

AAM Transformers ETF vs Efficient Market Portfolio Plus ETF

TRFM

AAM Transformers ETF

Annual cost

0.49%

Fund size

$213M

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

Key differences

TRFM is an equity ETF, while EMPB is an alternative ETF. TRFM charges 0.49% a year and EMPB 2.21%.

  • TRFM is an equity fund, while EMPB is an alternative fund. They carry different risk/return profiles.
  • TRFM follows a index tracking strategy; EMPB uses active selection.
  • TRFM costs 1.72% less per year.
  • TRFM is much larger than EMPB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TRFMEMPB
Annual cost (TER)0.49%2.21%
Fund size (AUM)$213M$21M
Since20222024
Dividend yield0.13%0.77%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+42.5%+19.5%
CAGR 3Y+29.6%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.03N/A
Volatility 1Y23.37%11.34%
Max drawdown-28.40%-7.55%

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

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