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LRGC vs RULE

AB US Large Cap Strategic Equities ETF vs Adaptive Core ETF

LRGC

AB US Large Cap Strategic Equities ETF

Annual cost

0.39%

Fund size

$1.3B

RULE

Adaptive Core ETF

Annual cost

1.84%

Fund size

$16M

Key differences

LRGC is an equity ETF, while RULE is a mixed asset ETF. LRGC charges 0.39% a year and RULE 1.84%.

  • LRGC is an equity fund, while RULE is a mixed asset fund. They carry different risk/return profiles.
  • LRGC costs 1.45% less per year.
  • LRGC is much larger than RULE. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LRGCRULE
Annual cost (TER)0.39%1.84%
Fund size (AUM)$1.3B$16M
Since20232021
Dividend yield0.54%0.00%
Asset classequitymixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+21.7%+41.0%
CAGR 3YN/A+17.4%
CAGR 5YN/AN/A
Sharpe 3YN/A0.81
Volatility 1Y12.15%21.40%
Max drawdown-19.38%-30.48%

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

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