Screener
TRFM vs PY
AAM Transformers ETF vs Principal Value ETF
Key differences
Both TRFM and PY are equity ETFs. TRFM charges 0.49% a year and PY 0.15%. The main difference: TRFM follows a index tracking strategy; PY uses active selection.
- TRFM follows a index tracking strategy; PY uses active selection.
- PY costs 0.34% less per year.
- Over the last three years, TRFM has delivered higher annualized returns.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TRFM | PY | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.15% |
| Fund size (AUM) | $213M | $220M |
| Since | 2022 | 2016 |
| Dividend yield | 0.13% | 2.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +45.0% | +15.1% |
| CAGR 3Y | +29.8% | +13.9% |
| CAGR 5Y | N/A | +7.2% |
| Sharpe 3Y | 1.03 | 0.75 |
| Volatility 1Y | 23.42% | 10.53% |
| Max drawdown | -28.40% | -45.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.