Screener
TRFM vs QVOY
AAM Transformers ETF vs Q3 All-Season Active Rotation ETF
Key differences
TRFM is an equity ETF, while QVOY is a fixed income ETF. TRFM charges 0.49% a year and QVOY 1.32%.
- TRFM is an equity fund, while QVOY is a fixed income fund. They carry different risk/return profiles.
- TRFM follows a index tracking strategy; QVOY uses active selection.
- TRFM costs 0.83% less per year.
- TRFM is much larger than QVOY. 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
| TRFM | QVOY | |
|---|---|---|
| Annual cost (TER) | 0.49% | 1.32% |
| Fund size (AUM) | $213M | $60M |
| Since | 2022 | 2022 |
| Dividend yield | 0.13% | 0.49% |
| Asset class | equity | fixed income |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +42.5% | +19.2% |
| CAGR 3Y | +29.6% | +11.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | 0.54 |
| Volatility 1Y | 23.37% | 18.22% |
| Max drawdown | -28.40% | -17.05% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.