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TRFM vs VTHR

AAM Transformers ETF vs Vanguard Russell 3000 Index Fund ETF Shares

TRFM

AAM Transformers ETF

Annual cost

0.49%

Fund size

$213M

VTHR

Vanguard Russell 3000 Index Fund ETF Shares

Annual cost

0.06%

Fund size

$6.1B

Key differences

Both TRFM and VTHR are equity ETFs. TRFM charges 0.49% a year and VTHR 0.06%. The main difference: VTHR costs 0.43% less per year.

  • VTHR costs 0.43% less per year.
  • VTHR 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.
  • VTHR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TRFMVTHR
Annual cost (TER)0.49%0.06%
Fund size (AUM)$213M$6.1B
Since20222010
Dividend yield0.13%1.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+45.0%+25.9%
CAGR 3Y+29.8%+21.8%
CAGR 5YN/A+12.3%
Sharpe 3Y1.031.14
Volatility 1Y23.42%12.56%
Max drawdown-28.40%-34.61%

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

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