Screener
TRFM vs SCHM
AAM Transformers ETF vs Schwab U.S. Mid-Cap ETF
Key differences
Both TRFM and SCHM are equity ETFs. TRFM charges 0.49% a year and SCHM 0.04%. The main difference: SCHM costs 0.45% less per year.
- SCHM costs 0.45% less per year.
- SCHM is much larger than TRFM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, TRFM has delivered higher annualized returns.
- SCHM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TRFM | SCHM | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.04% |
| Fund size (AUM) | $213M | $14.6B |
| Since | 2022 | 2011 |
| Dividend yield | 0.13% | 1.23% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +45.0% | +30.0% |
| CAGR 3Y | +29.8% | +18.3% |
| CAGR 5Y | N/A | +7.6% |
| Sharpe 3Y | 1.03 | 0.84 |
| Volatility 1Y | 23.42% | 15.82% |
| Max drawdown | -28.40% | -42.43% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.