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RFFC vs RULE

ALPS Active Equity Opportunity ETF vs Adaptive Core ETF

RFFC

ALPS Active Equity Opportunity ETF

Annual cost

0.48%

Fund size

$30M

RULE

Adaptive Core ETF

Annual cost

1.84%

Fund size

$16M

Key differences

RFFC is an equity ETF, while RULE is a mixed asset ETF. RFFC charges 0.48% a year and RULE 1.84%.

  • RFFC is an equity fund, while RULE is a mixed asset fund. They carry different risk/return profiles.
  • RFFC costs 1.36% less per year.
  • Over the last three years, RFFC has delivered higher annualized returns.
  • RFFC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RFFCRULE
Annual cost (TER)0.48%1.84%
Fund size (AUM)$30M$16M
Since20162021
Dividend yield0.72%0.00%
Asset classequitymixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+26.9%+41.0%
CAGR 3Y+21.7%+17.4%
CAGR 5Y+12.2%N/A
Sharpe 3Y1.220.81
Volatility 1Y12.26%21.40%
Max drawdown-36.26%-30.48%

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

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