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TRFM vs VB

AAM Transformers ETF vs Vanguard Small-Cap Index Fund ETF Shares

TRFM

AAM Transformers ETF

Annual cost

0.49%

Fund size

$213M

VB

Vanguard Small-Cap Index Fund ETF Shares

Annual cost

0.03%

Fund size

$182.7B

Key differences

Both TRFM and VB are equity ETFs. TRFM charges 0.49% a year and VB 0.03%. The main difference: VB costs 0.46% less per year.

  • VB costs 0.46% less per year.
  • VB 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.
  • VB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TRFMVB
Annual cost (TER)0.49%0.03%
Fund size (AUM)$213M$182.7B
Since20222004
Dividend yield0.13%1.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+45.0%+27.3%
CAGR 3Y+29.8%+17.7%
CAGR 5YN/A+6.8%
Sharpe 3Y1.030.77
Volatility 1Y23.42%16.45%
Max drawdown-28.40%-42.05%

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

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