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GAA vs RULE

Cambria Global Asset Allocation ETF vs Adaptive Core ETF

GAA

Cambria Global Asset Allocation ETF

Annual cost

0.40%

Fund size

$72M

RULE

Adaptive Core ETF

Annual cost

1.84%

Fund size

$16M

Key differences

Both GAA and RULE are mixed asset ETFs. GAA charges 0.40% a year and RULE 1.84%. The main difference: GAA costs 1.44% less per year.

  • GAA costs 1.44% less per year.
  • GAA is much larger than RULE. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, RULE has delivered higher annualized returns.
  • GAA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GAARULE
Annual cost (TER)0.40%1.84%
Fund size (AUM)$72M$16M
Since20142021
Dividend yield3.60%0.00%
Asset classmixed assetmixed asset
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+20.0%+40.9%
CAGR 3Y+13.6%+17.5%
CAGR 5Y+6.1%N/A
Sharpe 3Y0.970.81
Volatility 1Y9.10%21.56%
Max drawdown-26.57%-30.48%

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

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