TRFM vs. FDN
Compare and contrast key facts about AAM Transformers ETF (TRFM) and First Trust Dow Jones Internet Index (FDN).
TRFM and FDN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TRFM is a passively managed fund by AAM that tracks the performance of the Pence Transformers Index - Benchmark TR Gross. It was launched on Jul 11, 2022. FDN is a passively managed fund by First Trust that tracks the performance of the Dow Jones Internet Index. It was launched on Jun 23, 2006. Both TRFM and FDN are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRFM or FDN.
Correlation
The correlation between TRFM and FDN is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
TRFM vs. FDN - Performance Comparison
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Key characteristics
TRFM:
0.60
FDN:
0.92
TRFM:
1.08
FDN:
1.43
TRFM:
1.15
FDN:
1.20
TRFM:
0.69
FDN:
0.90
TRFM:
2.24
FDN:
3.10
TRFM:
8.72%
FDN:
7.92%
TRFM:
29.91%
FDN:
25.54%
TRFM:
-28.40%
FDN:
-61.55%
TRFM:
-3.86%
FDN:
-5.12%
Returns By Period
In the year-to-date period, TRFM achieves a 5.79% return, which is significantly higher than FDN's 4.17% return.
TRFM
5.79%
23.24%
8.36%
18.16%
N/A
N/A
FDN
4.17%
19.53%
9.76%
23.06%
10.24%
14.14%
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TRFM vs. FDN - Expense Ratio Comparison
TRFM has a 0.49% expense ratio, which is lower than FDN's 0.52% expense ratio.
Risk-Adjusted Performance
TRFM vs. FDN — Risk-Adjusted Performance Rank
TRFM
FDN
TRFM vs. FDN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AAM Transformers ETF (TRFM) and First Trust Dow Jones Internet Index (FDN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
TRFM vs. FDN - Dividend Comparison
Neither TRFM nor FDN has paid dividends to shareholders.
Drawdowns
TRFM vs. FDN - Drawdown Comparison
The maximum TRFM drawdown since its inception was -28.40%, smaller than the maximum FDN drawdown of -61.55%. Use the drawdown chart below to compare losses from any high point for TRFM and FDN. For additional features, visit the drawdowns tool.
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Volatility
TRFM vs. FDN - Volatility Comparison
AAM Transformers ETF (TRFM) and First Trust Dow Jones Internet Index (FDN) have volatilities of 7.61% and 7.32%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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