Screener
AOR vs RULE
iShares Core 60/40 Balanced Allocation ETF vs Adaptive Core ETF
Key differences
Both AOR and RULE are mixed asset ETFs. AOR charges 0.15% a year and RULE 1.84%. The main difference: AOR costs 1.69% less per year.
- AOR costs 1.69% less per year.
- AOR is much larger than RULE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RULE has delivered higher annualized returns.
- AOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOR | RULE | |
|---|---|---|
| Annual cost (TER) | 0.15% | 1.84% |
| Fund size (AUM) | $3.6B | $16M |
| Since | 2008 | 2021 |
| Dividend yield | 2.47% | 0.00% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +15.8% | +40.9% |
| CAGR 3Y | +13.4% | +17.5% |
| CAGR 5Y | +6.6% | N/A |
| Sharpe 3Y | 1.01 | 0.81 |
| Volatility 1Y | 8.71% | 21.56% |
| Max drawdown | -22.95% | -30.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.