Screener
TRFM vs KOOL
AAM Transformers ETF vs North Shore Equity Rotation ETF
Key differences
Both TRFM and KOOL are equity ETFs. TRFM charges 0.49% a year and KOOL 0.94%. The main difference: TRFM follows a index tracking strategy; KOOL uses active selection.
- TRFM follows a index tracking strategy; KOOL uses active selection.
- TRFM costs 0.45% less per year.
- TRFM is much larger than KOOL. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| TRFM | KOOL | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.94% |
| Fund size (AUM) | $213M | $65M |
| Since | 2022 | 2024 |
| Dividend yield | 0.13% | 0.35% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +42.5% | +27.2% |
| CAGR 3Y | +29.6% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | N/A |
| Volatility 1Y | 23.37% | 13.31% |
| Max drawdown | -28.40% | -20.46% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.