Screener
RFCI vs RULE
ALPS Dynamic Core Income ETF vs Adaptive Core ETF
Key differences
RFCI is a fixed income ETF, while RULE is a mixed asset ETF. RFCI charges 0.51% a year and RULE 1.84%.
- RFCI is a fixed income fund, while RULE is a mixed asset fund. They carry different risk/return profiles.
- RFCI costs 1.33% less per year.
- Over the last three years, RULE has delivered higher annualized returns.
- RFCI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RFCI | RULE | |
|---|---|---|
| Annual cost (TER) | 0.51% | 1.84% |
| Fund size (AUM) | $16M | $16M |
| Since | 2016 | 2021 |
| Dividend yield | 4.53% | 0.00% |
| Asset class | fixed income | mixed asset |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.5% | +47.3% |
| CAGR 3Y | +4.9% | +19.0% |
| CAGR 5Y | +1.2% | N/A |
| Sharpe 3Y | 0.28 | 0.87 |
| Volatility 1Y | 3.52% | 22.31% |
| Max drawdown | -14.52% | -30.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.