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DWUS vs RULE

AdvisorShares Dorsey Wright FSM US Core ETF vs Adaptive Core ETF

DWUS

AdvisorShares Dorsey Wright FSM US Core ETF

AdvisorShares

Annual cost

1.08%

Fund size

$121M

RULE

Adaptive Core ETF

Mohrfunds

Annual cost

1.84%

Fund size

$14M

Key differences

  • DWUS costs 0.76% less per year.
  • DWUS is significantly larger than RULE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, DWUS has delivered higher annualized returns.

Side-by-side comparison

DWUSRULE
Annual cost (TER)1.08%1.84%
Fund size (AUM)$121M$14M
Since20192021
Dividend yield0.04%0.00%
Asset classmixed assetmixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+24.3%+47.4%
CAGR 3Y+21.5%+18.2%
CAGR 5Y+12.2%N/A
Sharpe 3Y0.980.87
Volatility 1Y15.47%20.08%
Max drawdown-30.47%-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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