Screener
TRFM vs SDFI
AAM Transformers ETF vs AB Short Duration Income ETF
Key differences
TRFM is an equity ETF, while SDFI is a fixed income ETF. TRFM charges 0.49% a year and SDFI 0.30%.
- TRFM is an equity fund, while SDFI is a fixed income fund. They carry different risk/return profiles.
- TRFM follows a index tracking strategy; SDFI uses active selection.
- SDFI costs 0.19% less per year.
Side-by-side comparison
| TRFM | SDFI | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.30% |
| Fund size (AUM) | $213M | $174M |
| Since | 2022 | 2018 |
| Dividend yield | 0.13% | 4.63% |
| Asset class | equity | fixed income |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +45.0% | +4.2% |
| CAGR 3Y | +29.8% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | N/A |
| Volatility 1Y | 23.42% | 2.09% |
| Max drawdown | -28.40% | -1.21% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.