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FLXR vs RULE

TCW Flexible Income ETF vs Adaptive Core ETF

FLXR

TCW Flexible Income ETF

Annual cost

0.40%

Fund size

$3.0B

RULE

Adaptive Core ETF

Annual cost

1.84%

Fund size

$14M

Key differences

  • FLXR costs 1.44% less per year.
  • FLXR is significantly larger than RULE — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

FLXRRULE
Annual cost (TER)0.40%1.84%
Fund size (AUM)$3.0B$14M
Since20182021
Dividend yield5.66%0.00%
Asset classmixed assetmixed asset
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+6.4%+47.4%
CAGR 3YN/A+18.2%
CAGR 5YN/AN/A
Sharpe 3YN/A0.87
Volatility 1Y2.27%20.08%
Max drawdown-1.94%-30.48%

Similar to FLXR and RULE