Screener
TRFM vs TAXF
AAM Transformers ETF vs American Century Diversified Municipal Bond ETF
Key differences
TRFM is an equity ETF, while TAXF is a fixed income ETF. TRFM charges 0.49% a year and TAXF 0.27%.
- TRFM is an equity fund, while TAXF is a fixed income fund. They carry different risk/return profiles.
- TRFM follows a index tracking strategy; TAXF uses active selection.
- TAXF costs 0.22% less per year.
- TAXF 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 | TAXF | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.27% |
| Fund size (AUM) | $213M | $659M |
| Since | 2022 | 2018 |
| Dividend yield | 0.13% | 3.77% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +45.0% | +8.0% |
| CAGR 3Y | +29.8% | +4.2% |
| CAGR 5Y | N/A | +1.1% |
| Sharpe 3Y | 1.03 | 0.14 |
| Volatility 1Y | 23.42% | 3.05% |
| Max drawdown | -28.40% | -13.94% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.