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RISN vs RULE

Inspire Capital Appreciation ETF vs Adaptive Core ETF

RISN

Inspire Capital Appreciation ETF

Inspire

Annual cost

0.72%

Fund size

$85M

RULE

Adaptive Core ETF

Mohrfunds

Annual cost

1.84%

Fund size

$14M

Key differences

  • RISN costs 1.12% less per year.
  • RISN is significantly larger than RULE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, RULE has delivered higher annualized returns.

Side-by-side comparison

RISNRULE
Annual cost (TER)0.72%1.84%
Fund size (AUM)$85M$14M
Since20202021
Dividend yield1.06%0.00%
Asset classmixed assetmixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+15.8%+47.4%
CAGR 3Y+11.4%+18.2%
CAGR 5Y+5.0%N/A
Sharpe 3Y0.630.87
Volatility 1Y12.03%20.08%
Max drawdown-21.88%-30.48%

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

Similar to RISN and RULE