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Beacon
Screener

TRFM vs TAFL

AAM Transformers ETF vs AB Tax-Aware Long Municipal ETF

TRFM

AAM Transformers ETF

Annual cost

0.49%

Fund size

$213M

TAFL

AB Tax-Aware Long Municipal ETF

Annual cost

0.28%

Fund size

$58M

Key differences

TRFM is an equity ETF, while TAFL is a fixed income ETF. TRFM charges 0.49% a year and TAFL 0.28%.

  • TRFM is an equity fund, while TAFL is a fixed income fund. They carry different risk/return profiles.
  • TRFM follows a index tracking strategy; TAFL uses active selection.
  • TAFL costs 0.21% less per year.
  • TRFM is much larger than TAFL. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TRFMTAFL
Annual cost (TER)0.49%0.28%
Fund size (AUM)$213M$58M
Since20222023
Dividend yield0.13%4.12%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+45.0%+8.3%
CAGR 3Y+29.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.03N/A
Volatility 1Y23.42%4.26%
Max drawdown-28.40%-6.01%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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