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CCOR vs RULE

Core Alternative ETF vs Adaptive Core ETF

CCOR

Core Alternative ETF

Core Alternative Capital

Annual cost

1.29%

Fund size

$28M

RULE

Adaptive Core ETF

Mohrfunds

Annual cost

1.84%

Fund size

$14M

Key differences

  • CCOR costs 0.55% less per year.
  • CCOR is classified as alternative, while RULE is mixed asset — different risk/return profiles.
  • CCOR follows a option income strategy; RULE uses active selection.
  • Over the last 3 years, RULE has delivered higher annualized returns.

Side-by-side comparison

CCORRULE
Annual cost (TER)1.29%1.84%
Fund size (AUM)$28M$14M
Since20172021
Dividend yield1.08%0.00%
Asset classalternativemixed asset
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y-4.9%+41.5%
CAGR 3Y-2.5%+16.7%
CAGR 5Y-2.3%N/A
Sharpe 3Y-0.560.81
Volatility 1Y6.92%19.69%
Max drawdown-22.99%-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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