Screener
TRFM vs IG
AAM Transformers ETF vs Principal Investment Grade Corporate ETF
Key differences
TRFM is an equity ETF, while IG is a fixed income ETF. TRFM charges 0.49% a year and IG 0.19%.
- TRFM is an equity fund, while IG is a fixed income fund. They carry different risk/return profiles.
- TRFM follows a index tracking strategy; IG uses active selection.
- IG costs 0.30% less per year.
- Over the last three years, TRFM has delivered higher annualized returns.
Side-by-side comparison
| TRFM | IG | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.19% |
| Fund size (AUM) | $213M | $180M |
| Since | 2022 | 2018 |
| Dividend yield | 0.13% | 5.04% |
| Asset class | equity | fixed income |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +45.0% | +5.3% |
| CAGR 3Y | +29.8% | +5.0% |
| CAGR 5Y | N/A | +0.1% |
| Sharpe 3Y | 1.03 | 0.24 |
| Volatility 1Y | 23.42% | 4.67% |
| Max drawdown | -28.40% | -23.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.