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BSR vs RULE
Pacific Select Fund vs Adaptive Core ETF
Key differences
- BSR costs 0.75% less per year.
- Over the last 3 years, RULE has delivered higher annualized returns.
Side-by-side comparison
| BSR | RULE | |
|---|---|---|
| Annual cost (TER) | 1.09% | 1.84% |
| Fund size (AUM) | $39M | $14M |
| Since | 2023 | 2021 |
| Dividend yield | 1.02% | 0.00% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +12.5% | +41.5% |
| CAGR 3Y | +8.0% | +16.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.33 | 0.81 |
| Volatility 1Y | 8.71% | 19.69% |
| Max drawdown | -15.68% | -30.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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