Screener
TRFM vs TAFI
AAM Transformers ETF vs AB Tax-Aware Short Duration Municipal ETF
Key differences
TRFM is an equity ETF, while TAFI is a fixed income ETF. TRFM charges 0.49% a year and TAFI 0.27%.
- TRFM is an equity fund, while TAFI is a fixed income fund. They carry different risk/return profiles.
- TRFM follows a index tracking strategy; TAFI uses active selection.
- TAFI costs 0.22% less per year.
- TAFI 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.
Side-by-side comparison
| TRFM | TAFI | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.27% |
| Fund size (AUM) | $213M | $1.3B |
| Since | 2022 | 2022 |
| Dividend yield | 0.13% | 3.17% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +45.0% | +4.1% |
| CAGR 3Y | +29.8% | +3.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | 0.05 |
| Volatility 1Y | 23.42% | 1.46% |
| Max drawdown | -28.40% | -2.14% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.