Screener
CWS vs RULE
AdvisorShares Focused Equity ETF vs Adaptive Core ETF
Key differences
CWS is an equity ETF, while RULE is a mixed asset ETF. CWS charges 0.65% a year and RULE 1.84%.
- CWS is an equity fund, while RULE is a mixed asset fund. They carry different risk/return profiles.
- CWS costs 1.19% less per year.
- CWS is much larger than RULE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RULE has delivered higher annualized returns.
- CWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CWS | RULE | |
|---|---|---|
| Annual cost (TER) | 0.65% | 1.84% |
| Fund size (AUM) | $133M | $16M |
| Since | 2016 | 2021 |
| Dividend yield | 0.31% | 0.00% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | -0.3% | +41.0% |
| CAGR 3Y | +11.8% | +17.4% |
| CAGR 5Y | +8.2% | N/A |
| Sharpe 3Y | 0.61 | 0.81 |
| Volatility 1Y | 13.33% | 21.40% |
| Max drawdown | -33.82% | -30.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.