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TRFM vs VSLU

AAM Transformers ETF vs Applied Finance Valuation Large Cap US ETF

TRFM

AAM Transformers ETF

Annual cost

0.49%

Fund size

$213M

VSLU

Applied Finance Valuation Large Cap US ETF

Annual cost

0.49%

Fund size

$531M

Key differences

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

  • TRFM follows a index tracking strategy; VSLU uses active selection.
  • Over the last three years, TRFM has delivered higher annualized returns.

Side-by-side comparison

TRFMVSLU
Annual cost (TER)0.49%0.49%
Fund size (AUM)$213M$531M
Since20222021
Dividend yield0.13%0.43%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+45.0%+23.0%
CAGR 3Y+29.8%+21.6%
CAGR 5YN/A+13.8%
Sharpe 3Y1.031.19
Volatility 1Y23.42%12.65%
Max drawdown-28.40%-23.86%

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

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