Screener
TRFM vs IVOO
AAM Transformers ETF vs Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
Key differences
Both TRFM and IVOO are equity ETFs. TRFM charges 0.49% a year and IVOO 0.07%. The main difference: IVOO costs 0.42% less per year.
- IVOO costs 0.42% less per year.
- IVOO is much larger than TRFM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, TRFM has delivered higher annualized returns.
- IVOO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TRFM | IVOO | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.07% |
| Fund size (AUM) | $213M | $5.6B |
| Since | 2022 | 2010 |
| Dividend yield | 0.13% | 1.20% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +45.0% | +24.2% |
| CAGR 3Y | +29.8% | +16.9% |
| CAGR 5Y | N/A | +7.8% |
| Sharpe 3Y | 1.03 | 0.76 |
| Volatility 1Y | 23.42% | 15.66% |
| Max drawdown | -28.40% | -42.33% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.