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TRFM vs YYY

AAM Transformers ETF vs Amplify CEF High Income ETF

TRFM

AAM Transformers ETF

Annual cost

0.49%

Fund size

$213M

YYY

Amplify CEF High Income ETF

Annual cost

3.23%

Fund size

$734M

Key differences

Both TRFM and YYY are equity ETFs. TRFM charges 0.49% a year and YYY 3.23%. The main difference: TRFM costs 2.74% less per year.

  • TRFM costs 2.74% less per year.
  • YYY 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.
  • YYY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TRFMYYY
Annual cost (TER)0.49%3.23%
Fund size (AUM)$213M$734M
Since20222012
Dividend yield0.13%12.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+42.5%+10.6%
CAGR 3Y+29.6%+13.0%
CAGR 5YN/A+3.0%
Sharpe 3Y1.030.88
Volatility 1Y23.37%8.67%
Max drawdown-28.40%-42.52%

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

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