TRFM vs. VOO
Compare and contrast key facts about AAM Transformers ETF (TRFM) and Vanguard S&P 500 ETF (VOO).
TRFM and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both TRFM and VOO 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 VOO.
Correlation
The correlation between TRFM and VOO is 0.87, 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. VOO - Performance Comparison
Key characteristics
TRFM:
1.25
VOO:
1.92
TRFM:
1.70
VOO:
2.58
TRFM:
1.22
VOO:
1.35
TRFM:
1.66
VOO:
2.88
TRFM:
5.77
VOO:
12.03
TRFM:
4.63%
VOO:
2.02%
TRFM:
21.45%
VOO:
12.69%
TRFM:
-26.91%
VOO:
-33.99%
TRFM:
0.00%
VOO:
0.00%
Returns By Period
In the year-to-date period, TRFM achieves a 10.03% return, which is significantly higher than VOO's 4.36% return.
TRFM
10.03%
5.12%
25.10%
27.42%
N/A
N/A
VOO
4.36%
2.34%
10.20%
24.11%
14.50%
13.28%
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TRFM vs. VOO - Expense Ratio Comparison
TRFM has a 0.49% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TRFM vs. VOO — Risk-Adjusted Performance Rank
TRFM
VOO
TRFM vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AAM Transformers ETF (TRFM) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
TRFM vs. VOO - Dividend Comparison
TRFM has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.19%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRFM AAM Transformers ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TRFM vs. VOO - Drawdown Comparison
The maximum TRFM drawdown since its inception was -26.91%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TRFM and VOO. For additional features, visit the drawdowns tool.
Volatility
TRFM vs. VOO - Volatility Comparison
AAM Transformers ETF (TRFM) has a higher volatility of 6.85% compared to Vanguard S&P 500 ETF (VOO) at 3.12%. This indicates that TRFM's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.