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TRFM vs XCHG

AAM Transformers ETF vs Ab US Equity ETF

TRFM

AAM Transformers ETF

Annual cost

0.49%

Fund size

$213M

XCHG

Ab US Equity ETF

Annual cost

0.50%

Fund size

$702M

Key differences

Both TRFM and XCHG are equity ETFs. TRFM charges 0.49% a year and XCHG 0.50%. The main difference: TRFM follows a index tracking strategy; XCHG uses active selection.

  • TRFM follows a index tracking strategy; XCHG uses active selection.
  • XCHG is much larger than TRFM. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TRFMXCHG
Annual cost (TER)0.49%0.50%
Fund size (AUM)$213M$702M
Since20222025
Dividend yield0.13%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+42.5%N/A
CAGR 3Y+29.6%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.03N/A
Volatility 1Y23.37%
Max drawdown-28.40%-9.67%

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

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