Screener
FWD vs RULE
AB Disruptors ETF vs Adaptive Core ETF
Key differences
FWD is an equity ETF, while RULE is a mixed asset ETF. FWD charges 0.65% a year and RULE 1.84%.
- FWD is an equity fund, while RULE is a mixed asset fund. They carry different risk/return profiles.
- FWD costs 1.19% less per year.
- FWD is much larger than RULE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FWD has delivered higher annualized returns.
Side-by-side comparison
| FWD | RULE | |
|---|---|---|
| Annual cost (TER) | 0.65% | 1.84% |
| Fund size (AUM) | $2.9B | $16M |
| Since | 2023 | 2021 |
| Dividend yield | 0.08% | 0.00% |
| Asset class | equity | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +61.4% | +41.0% |
| CAGR 3Y | +37.0% | +17.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.23 | 0.81 |
| Volatility 1Y | 25.15% | 21.40% |
| Max drawdown | -29.02% | -30.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.