Screener
ANEW vs RULE
ProShares MSCI Transformational Changes ETF vs Adaptive Core ETF
Key differences
ANEW is an equity ETF, while RULE is a mixed asset ETF. ANEW charges 0.45% a year and RULE 1.84%.
- ANEW is an equity fund, while RULE is a mixed asset fund. They carry different risk/return profiles.
- ANEW follows a index tracking strategy; RULE uses active selection.
- ANEW costs 1.39% less per year.
- Over the last three years, RULE has delivered higher annualized returns.
Side-by-side comparison
| ANEW | RULE | |
|---|---|---|
| Annual cost (TER) | 0.45% | 1.84% |
| Fund size (AUM) | $8M | $16M |
| Since | 2020 | 2021 |
| Dividend yield | 0.61% | 0.00% |
| Asset class | equity | mixed asset |
| Region | — | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +2.8% | +41.0% |
| CAGR 3Y | +13.8% | +17.4% |
| CAGR 5Y | +3.5% | N/A |
| Sharpe 3Y | 0.68 | 0.81 |
| Volatility 1Y | 13.47% | 21.40% |
| Max drawdown | -39.87% | -30.48% |
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