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TRFM vs VO

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

TRFM

AAM Transformers ETF

Annual cost

0.49%

Fund size

$213M

VO

Vanguard Mid-Cap Index Fund ETF Shares

Annual cost

0.03%

Fund size

$218.8B

Key differences

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

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

Side-by-side comparison

TRFMVO
Annual cost (TER)0.49%0.03%
Fund size (AUM)$213M$218.8B
Since20222004
Dividend yield0.13%1.37%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+45.0%+17.1%
CAGR 3Y+29.8%+17.0%
CAGR 5YN/A+7.6%
Sharpe 3Y1.030.89
Volatility 1Y23.42%12.50%
Max drawdown-28.40%-39.37%

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

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