Screener
TRFM vs MAVF
AAM Transformers ETF vs Matrix Advisors Value ETF
Key differences
Both TRFM and MAVF are equity ETFs. TRFM charges 0.49% a year and MAVF 0.75%. The main difference: TRFM follows a index tracking strategy; MAVF uses active selection.
- TRFM follows a index tracking strategy; MAVF uses active selection.
- TRFM costs 0.26% less per year.
- MAVF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TRFM | MAVF | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.75% |
| Fund size (AUM) | $213M | $96M |
| Since | 2022 | 1996 |
| Dividend yield | 0.13% | 0.23% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +45.0% | +32.3% |
| CAGR 3Y | +29.8% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | N/A |
| Volatility 1Y | 23.42% | 14.19% |
| Max drawdown | -28.40% | -14.87% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.