Screener
TRFM vs FUSI
AAM Transformers ETF vs American Century Multisector Floating Income ETF
Key differences
TRFM is an equity ETF, while FUSI is a fixed income ETF. TRFM charges 0.49% a year and FUSI 0.27%.
- TRFM is an equity fund, while FUSI is a fixed income fund. They carry different risk/return profiles.
- TRFM follows a index tracking strategy; FUSI uses tactical allocation.
- FUSI costs 0.22% less per year.
- TRFM is much larger than FUSI. 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 | FUSI | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.27% |
| Fund size (AUM) | $213M | $23M |
| Since | 2022 | 2023 |
| Dividend yield | 0.13% | 5.34% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | tactical allocation |
| CAGR 1Y | +45.0% | +5.6% |
| CAGR 3Y | +29.8% | +6.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | 2.06 |
| Volatility 1Y | 23.42% | 0.93% |
| Max drawdown | -28.40% | -0.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.