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EZMO vs RULE

Alphadroid Broad Markets Momentum ETF vs Adaptive Core ETF

EZMO

Alphadroid Broad Markets Momentum ETF

Annual cost

0.83%

Fund size

$16M

RULE

Adaptive Core ETF

Annual cost

1.84%

Fund size

$16M

Key differences

EZMO is an equity ETF, while RULE is a mixed asset ETF. EZMO charges 0.83% a year and RULE 1.84%.

  • EZMO is an equity fund, while RULE is a mixed asset fund. They carry different risk/return profiles.
  • EZMO follows a index tracking strategy; RULE uses active selection.
  • EZMO costs 1.01% less per year.

Side-by-side comparison

EZMORULE
Annual cost (TER)0.83%1.84%
Fund size (AUM)$16M$16M
Since20252021
Dividend yield0.00%
Asset classequitymixed asset
Regionnorth america
Strategyindex trackingactive selection
CAGR 1YN/A+47.3%
CAGR 3YN/A+19.0%
CAGR 5YN/AN/A
Sharpe 3YN/A0.87
Volatility 1Y22.31%
Max drawdown-12.82%-30.48%

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

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