Screener
AVMA vs RULE
Avantis Moderate Allocation ETF vs Adaptive Core ETF
Key differences
Both AVMA and RULE are mixed asset ETFs. AVMA charges 0.21% a year and RULE 1.84%. The main difference: AVMA costs 1.63% less per year.
- AVMA costs 1.63% less per year.
- AVMA is much larger than RULE. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| AVMA | RULE | |
|---|---|---|
| Annual cost (TER) | 0.21% | 1.84% |
| Fund size (AUM) | $69M | $16M |
| Since | 2023 | 2021 |
| Dividend yield | 2.34% | 0.00% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +20.9% | +40.9% |
| CAGR 3Y | N/A | +17.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.81 |
| Volatility 1Y | 9.20% | 21.56% |
| Max drawdown | -11.81% | -30.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.