Skip to content
Beacon
Screener

HECA vs RULE

Hedgeye Capital Allocation ETF vs Adaptive Core ETF

HECA

Hedgeye Capital Allocation ETF

Hedgeye Asset Management, LLC

Annual cost

1.30%

Fund size

$378M

RULE

Adaptive Core ETF

Mohrfunds

Annual cost

1.84%

Fund size

$14M

Key differences

  • HECA costs 0.54% less per year.
  • HECA is significantly larger than RULE — larger funds tend to be more liquid and less likely to close.
  • HECA is classified as alternative, while RULE is mixed asset — different risk/return profiles.
  • HECA follows a multi strategy strategy; RULE uses active selection.

Side-by-side comparison

HECARULE
Annual cost (TER)1.30%1.84%
Fund size (AUM)$378M$14M
Since20252021
Dividend yield0.00%
Asset classalternativemixed asset
Region
Strategymulti strategyactive selection
CAGR 1YN/A+41.5%
CAGR 3YN/A+16.7%
CAGR 5YN/AN/A
Sharpe 3YN/A0.81
Volatility 1Y19.69%
Max drawdown-11.81%-30.48%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to HECA and RULE