Screener
TRFM vs LODI
AAM Transformers ETF vs AAM SLC Low Duration Income ETF
Key differences
TRFM is an equity ETF, while LODI is a fixed income ETF. TRFM charges 0.49% a year and LODI 0.15%.
- TRFM is an equity fund, while LODI is a fixed income fund. They carry different risk/return profiles.
- TRFM follows a index tracking strategy; LODI uses active selection.
- LODI costs 0.34% less per year.
Side-by-side comparison
| TRFM | LODI | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.15% |
| Fund size (AUM) | $213M | $83M |
| Since | 2022 | 2024 |
| Dividend yield | 0.13% | 4.98% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +45.0% | +5.8% |
| CAGR 3Y | +29.8% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | N/A |
| Volatility 1Y | 23.42% | 2.41% |
| Max drawdown | -28.40% | -1.02% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.