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FPAA vs RULE

FPA Global Allocation ETF vs Adaptive Core ETF

FPAA

FPA Global Allocation ETF

Annual cost

Fund size

RULE

Adaptive Core ETF

Annual cost

1.84%

Fund size

$16M

Side-by-side comparison

FPAARULE
Annual cost (TER)1.84%
Fund size (AUM)$16M
Since2021
Dividend yield0.00%
Asset classmixed assetmixed asset
Regionglobal
Strategyactive selectionactive selection
CAGR 1YN/A+44.6%
CAGR 3YN/A+18.2%
CAGR 5YN/AN/A
Sharpe 3YN/A0.85
Volatility 1Y21.49%
Max drawdown-30.48%

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

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