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EDGH vs RULE

3EDGE Dynamic Hard Assets ETF vs Adaptive Core ETF

EDGH

3EDGE Dynamic Hard Assets ETF

Annual cost

1.01%

Fund size

$158M

RULE

Adaptive Core ETF

Annual cost

1.84%

Fund size

$16M

Key differences

EDGH is an alternative ETF, while RULE is a mixed asset ETF. EDGH charges 1.01% a year and RULE 1.84%.

  • EDGH is an alternative fund, while RULE is a mixed asset fund. They carry different risk/return profiles.
  • EDGH follows a multi strategy strategy; RULE uses active selection.
  • EDGH costs 0.83% less per year.
  • EDGH is much larger than RULE. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

EDGHRULE
Annual cost (TER)1.01%1.84%
Fund size (AUM)$158M$16M
Since20242021
Dividend yield1.04%0.00%
Asset classalternativemixed asset
Region
Strategymulti strategyactive selection
CAGR 1Y+24.9%+47.3%
CAGR 3YN/A+19.0%
CAGR 5YN/AN/A
Sharpe 3YN/A0.87
Volatility 1Y17.97%22.31%
Max drawdown-10.60%-30.48%

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

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