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BDYN vs RULE

iShares Dynamic Equity Active ETF vs Adaptive Core ETF

BDYN

iShares Dynamic Equity Active ETF

BlackRock

Annual cost

0.40%

Fund size

$2.7B

RULE

Adaptive Core ETF

Mohrfunds

Annual cost

1.84%

Fund size

$14M

Key differences

  • BDYN costs 1.44% less per year.
  • BDYN is significantly larger than RULE — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

BDYNRULE
Annual cost (TER)0.40%1.84%
Fund size (AUM)$2.7B$14M
Since20172021
Dividend yield0.96%0.00%
Asset classmixed assetmixed asset
Region
Strategyactive selectionactive selection
CAGR 1YN/A+41.5%
CAGR 3YN/A+16.7%
CAGR 5YN/AN/A
Sharpe 3YN/A0.81
Volatility 1Y19.69%
Max drawdown-10.85%-30.48%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BDYN and RULE