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BCGD vs RULE

Baron Global Durable Advantage ETF vs Adaptive Core ETF

BCGD

Baron Global Durable Advantage ETF

Annual cost

0.75%

Fund size

$10M

RULE

Adaptive Core ETF

Annual cost

1.84%

Fund size

$16M

Key differences

BCGD is an equity ETF, while RULE is a mixed asset ETF. BCGD charges 0.75% a year and RULE 1.84%.

  • BCGD is an equity fund, while RULE is a mixed asset fund. They carry different risk/return profiles.
  • BCGD costs 1.09% less per year.

Side-by-side comparison

BCGDRULE
Annual cost (TER)0.75%1.84%
Fund size (AUM)$10M$16M
Since20252021
Dividend yield0.00%
Asset classequitymixed asset
Regionglobal
Strategyactive selectionactive selection
CAGR 1YN/A+40.9%
CAGR 3YN/A+17.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.81
Volatility 1Y21.56%
Max drawdown-13.78%-30.48%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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