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DTEC vs RULE

ALPS Disruptive Technologies ETF vs Adaptive Core ETF

DTEC

ALPS Disruptive Technologies ETF

Annual cost

0.50%

Fund size

$74M

RULE

Adaptive Core ETF

Annual cost

1.84%

Fund size

$16M

Key differences

DTEC is an equity ETF, while RULE is a mixed asset ETF. DTEC charges 0.50% a year and RULE 1.84%.

  • DTEC is an equity fund, while RULE is a mixed asset fund. They carry different risk/return profiles.
  • DTEC follows a index tracking strategy; RULE uses active selection.
  • DTEC costs 1.34% less per year.
  • DTEC 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.

Side-by-side comparison

DTECRULE
Annual cost (TER)0.50%1.84%
Fund size (AUM)$74M$16M
Since20172021
Dividend yield0.04%0.00%
Asset classequitymixed asset
Region
Strategyindex trackingactive selection
CAGR 1Y+1.4%+41.0%
CAGR 3Y+9.3%+17.4%
CAGR 5Y+1.2%N/A
Sharpe 3Y0.370.81
Volatility 1Y18.62%21.40%
Max drawdown-42.00%-30.48%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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