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AAAA vs RULE

Amplius Aggressive Asset Allocation ETF vs Adaptive Core ETF

AAAA

Amplius Aggressive Asset Allocation ETF

Amplius

Annual cost

0.49%

Fund size

$267M

RULE

Adaptive Core ETF

Mohrfunds

Annual cost

1.84%

Fund size

$14M

Key differences

  • AAAA costs 1.35% less per year.
  • AAAA is significantly larger than RULE — larger funds tend to be more liquid and less likely to close.
  • AAAA is classified as alternative, while RULE is mixed asset — different risk/return profiles.
  • AAAA follows a tactical allocation strategy; RULE uses active selection.

Side-by-side comparison

AAAARULE
Annual cost (TER)0.49%1.84%
Fund size (AUM)$267M$14M
Since20252021
Dividend yield0.00%
Asset classalternativemixed asset
Regionnorth america
Strategytactical allocationactive selection
CAGR 1YN/A+41.5%
CAGR 3YN/A+16.7%
CAGR 5YN/AN/A
Sharpe 3YN/A0.81
Volatility 1Y19.69%
Max drawdown-7.83%-30.48%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AAAA and RULE