Screener
TRFM vs SDSI
AAM Transformers ETF vs American Century Short Duration Strategic Income ETF
Key differences
TRFM is an equity ETF, while SDSI is a fixed income ETF. TRFM charges 0.49% a year and SDSI 0.32%.
- TRFM is an equity fund, while SDSI is a fixed income fund. They carry different risk/return profiles.
- TRFM follows a index tracking strategy; SDSI uses active selection.
- SDSI costs 0.17% less per year.
- Over the last three years, TRFM has delivered higher annualized returns.
Side-by-side comparison
| TRFM | SDSI | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.32% |
| Fund size (AUM) | $213M | $218M |
| Since | 2022 | 2022 |
| Dividend yield | 0.13% | 4.84% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +45.0% | +4.6% |
| CAGR 3Y | +29.8% | +5.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | 0.85 |
| Volatility 1Y | 23.42% | 1.65% |
| Max drawdown | -28.40% | -1.29% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.