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EMPB vs RULE

Efficient Market Portfolio Plus ETF vs Adaptive Core ETF

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

RULE

Adaptive Core ETF

Annual cost

1.84%

Fund size

$16M

Key differences

EMPB is an alternative ETF, while RULE is a mixed asset ETF. EMPB charges 2.21% a year and RULE 1.84%.

  • EMPB is an alternative fund, while RULE is a mixed asset fund. They carry different risk/return profiles.
  • RULE costs 0.37% less per year.

Side-by-side comparison

EMPBRULE
Annual cost (TER)2.21%1.84%
Fund size (AUM)$21M$16M
Since20242021
Dividend yield0.77%0.00%
Asset classalternativemixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+20.5%+47.3%
CAGR 3YN/A+19.0%
CAGR 5YN/AN/A
Sharpe 3YN/A0.87
Volatility 1Y11.31%22.31%
Max drawdown-7.55%-30.48%

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

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