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TRFM vs IVES

AAM Transformers ETF vs Dan IVES Wedbush AI Revolution ETF

TRFM

AAM Transformers ETF

Annual cost

0.49%

Fund size

$213M

IVES

Dan IVES Wedbush AI Revolution ETF

Annual cost

0.75%

Fund size

$1.2B

Key differences

Both TRFM and IVES are equity ETFs. TRFM charges 0.49% a year and IVES 0.75%. The main difference: TRFM costs 0.26% less per year.

  • TRFM costs 0.26% less per year.
  • IVES is much larger than TRFM. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TRFMIVES
Annual cost (TER)0.49%0.75%
Fund size (AUM)$213M$1.2B
Since20222025
Dividend yield0.13%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+42.5%+47.9%
CAGR 3Y+29.6%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.03N/A
Volatility 1Y23.37%26.47%
Max drawdown-28.40%-22.64%

Similar to TRFM and IVES