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TRFM vs NYM

AAM Transformers ETF vs AB New York Intermediate Municipal ETF

TRFM

AAM Transformers ETF

Annual cost

0.49%

Fund size

$213M

NYM

AB New York Intermediate Municipal ETF

Annual cost

0.27%

Fund size

$1.3B

Key differences

TRFM is an equity ETF, while NYM is a fixed income ETF. TRFM charges 0.49% a year and NYM 0.27%.

  • TRFM is an equity fund, while NYM is a fixed income fund. They carry different risk/return profiles.
  • TRFM follows a index tracking strategy; NYM uses active selection.
  • NYM costs 0.22% less per year.
  • NYM is much larger than TRFM. Larger funds are usually more liquid and less likely to close.
  • NYM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TRFMNYM
Annual cost (TER)0.49%0.27%
Fund size (AUM)$213M$1.3B
Since20221989
Dividend yield0.13%2.77%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+45.0%N/A
CAGR 3Y+29.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.03N/A
Volatility 1Y23.42%
Max drawdown-28.40%-1.76%

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

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