Screener
TRFM vs YLD
AAM Transformers ETF vs Principal Active High Yield ETF
Key differences
TRFM is an equity ETF, while YLD is a fixed income ETF. TRFM charges 0.49% a year and YLD 0.39%.
- TRFM is an equity fund, while YLD is a fixed income fund. They carry different risk/return profiles.
- TRFM follows a index tracking strategy; YLD uses active selection.
- TRFM covers North America; YLD covers global markets.
- YLD costs 0.10% less per year.
- Over the last three years, TRFM has delivered higher annualized returns.
- YLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TRFM | YLD | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.39% |
| Fund size (AUM) | $213M | $545M |
| Since | 2022 | 2015 |
| Dividend yield | 0.13% | 7.29% |
| Asset class | equity | fixed income |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +45.0% | +6.7% |
| CAGR 3Y | +29.8% | +8.9% |
| CAGR 5Y | N/A | +4.9% |
| Sharpe 3Y | 1.03 | 0.90 |
| Volatility 1Y | 23.42% | 4.35% |
| Max drawdown | -28.40% | -28.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.