Screener
CSM vs RULE
ProShares Large Cap Core Plus vs Adaptive Core ETF
Key differences
CSM is an alternative ETF, while RULE is a mixed asset ETF. CSM charges 0.45% a year and RULE 1.84%.
- CSM is an alternative fund, while RULE is a mixed asset fund. They carry different risk/return profiles.
- CSM costs 1.39% less per year.
- CSM is much larger than RULE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CSM has delivered higher annualized returns.
- CSM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CSM | RULE | |
|---|---|---|
| Annual cost (TER) | 0.45% | 1.84% |
| Fund size (AUM) | $524M | $16M |
| Since | 2009 | 2021 |
| Dividend yield | 1.00% | 0.00% |
| Asset class | alternative | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +23.0% | +40.9% |
| CAGR 3Y | +20.7% | +17.5% |
| CAGR 5Y | +12.8% | N/A |
| Sharpe 3Y | 1.07 | 0.81 |
| Volatility 1Y | 12.19% | 21.56% |
| Max drawdown | -36.11% | -30.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.