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Beacon
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BTR vs RULE

Beacon Tactical Risk ETF vs Adaptive Core ETF

BTR

Beacon Tactical Risk ETF

Beacon Capital Management Inc

Annual cost

1.08%

Fund size

$37M

RULE

Adaptive Core ETF

Mohrfunds

Annual cost

1.84%

Fund size

$14M

Key differences

  • BTR costs 0.76% less per year.
  • Over the last 3 years, RULE has delivered higher annualized returns.

Side-by-side comparison

BTRRULE
Annual cost (TER)1.08%1.84%
Fund size (AUM)$37M$14M
Since20232021
Dividend yield1.19%0.00%
Asset classmixed assetmixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+20.4%+41.5%
CAGR 3Y+4.2%+16.7%
CAGR 5YN/AN/A
Sharpe 3Y0.110.81
Volatility 1Y9.77%19.69%
Max drawdown-16.67%-30.48%

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

Similar to BTR and RULE