Screener
TRFM vs SCHX
AAM Transformers ETF vs Schwab U.S. Large-Cap ETF
Key differences
Both TRFM and SCHX are equity ETFs. TRFM charges 0.49% a year and SCHX 0.03%. The main difference: SCHX costs 0.46% less per year.
- SCHX costs 0.46% less per year.
- SCHX 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.
- SCHX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TRFM | SCHX | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.03% |
| Fund size (AUM) | $213M | $72.6B |
| Since | 2022 | 2009 |
| Dividend yield | 0.13% | 1.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +45.0% | +25.5% |
| CAGR 3Y | +29.8% | +22.2% |
| CAGR 5Y | N/A | +13.0% |
| Sharpe 3Y | 1.03 | 1.17 |
| Volatility 1Y | 23.42% | 12.28% |
| Max drawdown | -28.40% | -34.33% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.