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TRFM vs THLV

AAM Transformers ETF vs THOR Equal Weight Low Volatility ETF

TRFM

AAM Transformers ETF

Annual cost

0.49%

Fund size

$213M

THLV

THOR Equal Weight Low Volatility ETF

Annual cost

0.64%

Fund size

$60M

Key differences

Both TRFM and THLV are equity ETFs. TRFM charges 0.49% a year and THLV 0.64%. The main difference: TRFM follows a index tracking strategy; THLV uses active selection.

  • TRFM follows a index tracking strategy; THLV uses active selection.
  • TRFM costs 0.15% less per year.
  • TRFM is much larger than THLV. 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

TRFMTHLV
Annual cost (TER)0.49%0.64%
Fund size (AUM)$213M$60M
Since20222022
Dividend yield0.13%1.61%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+42.5%+17.7%
CAGR 3Y+29.6%+13.1%
CAGR 5YN/AN/A
Sharpe 3Y1.030.91
Volatility 1Y23.37%9.95%
Max drawdown-28.40%-13.15%

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

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