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TRFM vs FRWD

AAM Transformers ETF vs Nomura Transformational Technologies ETF

TRFM

AAM Transformers ETF

Annual cost

0.49%

Fund size

$213M

FRWD

Nomura Transformational Technologies ETF

Annual cost

0.65%

Fund size

$223M

Key differences

Both TRFM and FRWD are equity ETFs. TRFM charges 0.49% a year and FRWD 0.65%. The main difference: TRFM follows a index tracking strategy; FRWD uses active selection.

  • TRFM follows a index tracking strategy; FRWD uses active selection.
  • TRFM costs 0.16% less per year.

Side-by-side comparison

TRFMFRWD
Annual cost (TER)0.49%0.65%
Fund size (AUM)$213M$223M
Since20222026
Dividend yield0.13%
Asset classequityequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+42.5%N/A
CAGR 3Y+29.6%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.03N/A
Volatility 1Y23.37%
Max drawdown-28.40%-18.49%

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

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