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EDGI vs RULE

3EDGE Dynamic International Equity ETF vs Adaptive Core ETF

EDGI

3EDGE Dynamic International Equity ETF

Annual cost

0.97%

Fund size

$86M

RULE

Adaptive Core ETF

Annual cost

1.84%

Fund size

$16M

Key differences

EDGI is an equity ETF, while RULE is a mixed asset ETF. EDGI charges 0.97% a year and RULE 1.84%.

  • EDGI is an equity fund, while RULE is a mixed asset fund. They carry different risk/return profiles.
  • EDGI costs 0.87% less per year.
  • EDGI is much larger than RULE. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

EDGIRULE
Annual cost (TER)0.97%1.84%
Fund size (AUM)$86M$16M
Since20242021
Dividend yield1.79%0.00%
Asset classequitymixed asset
Regionglobal ex us
Strategyactive selectionactive selection
CAGR 1Y+22.4%+47.3%
CAGR 3YN/A+19.0%
CAGR 5YN/AN/A
Sharpe 3YN/A0.87
Volatility 1Y15.81%22.31%
Max drawdown-14.52%-30.48%

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

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