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TRFM vs KORP

AAM Transformers ETF vs American Century Diversified Corporate Bond ETF

TRFM

AAM Transformers ETF

Annual cost

0.49%

Fund size

$213M

KORP

American Century Diversified Corporate Bond ETF

Annual cost

0.29%

Fund size

$816M

Key differences

TRFM is an equity ETF, while KORP is a fixed income ETF. TRFM charges 0.49% a year and KORP 0.29%.

  • TRFM is an equity fund, while KORP is a fixed income fund. They carry different risk/return profiles.
  • TRFM follows a index tracking strategy; KORP uses active selection.
  • KORP costs 0.20% less per year.
  • KORP 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.

Side-by-side comparison

TRFMKORP
Annual cost (TER)0.49%0.29%
Fund size (AUM)$213M$816M
Since20222018
Dividend yield0.13%5.09%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+45.0%+5.7%
CAGR 3Y+29.8%+5.5%
CAGR 5YN/A+1.7%
Sharpe 3Y1.030.37
Volatility 1Y23.42%4.34%
Max drawdown-28.40%-14.90%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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