Screener
BDGS vs RULE
Bridges Capital Tactical ETF vs Adaptive Core ETF
Key differences
- BDGS costs 0.97% less per year.
- BDGS is significantly larger than RULE — larger funds tend to be more liquid and less likely to close.
- BDGS is classified as equity, while RULE is mixed asset — different risk/return profiles.
- Over the last 3 years, RULE has delivered higher annualized returns.
Side-by-side comparison
| BDGS | RULE | |
|---|---|---|
| Annual cost (TER) | 0.87% | 1.84% |
| Fund size (AUM) | $42M | $14M |
| Since | 2023 | 2021 |
| Dividend yield | 0.53% | 0.00% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.6% | +41.5% |
| CAGR 3Y | +14.5% | +16.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.25 | 0.81 |
| Volatility 1Y | 6.06% | 19.69% |
| Max drawdown | -9.12% | -30.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to BDGS and RULE
Explore further