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DFAW vs RULE
Dimensional World Equity ETF vs Adaptive Core ETF
Key differences
- DFAW costs 1.60% less per year.
- DFAW is significantly larger than RULE — larger funds tend to be more liquid and less likely to close.
- DFAW is classified as equity, while RULE is mixed asset — different risk/return profiles.
- DFAW follows a index tracking strategy; RULE uses active selection.
Side-by-side comparison
| DFAW | RULE | |
|---|---|---|
| Annual cost (TER) | 0.24% | 1.84% |
| Fund size (AUM) | $1.3B | $14M |
| Since | 2023 | 2021 |
| Dividend yield | 1.31% | 0.00% |
| Asset class | equity | mixed asset |
| Region | — | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +30.8% | +41.5% |
| CAGR 3Y | N/A | +16.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.81 |
| Volatility 1Y | 12.13% | 19.69% |
| Max drawdown | -16.94% | -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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