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RULE vs AAVM

Adaptive Core ETF vs Alpha Architect Global Factor Equity ETF

RULE

Adaptive Core ETF

Mohrfunds

Annual cost

1.84%

Fund size

$14M

AAVM

Alpha Architect Global Factor Equity ETF

Alpha Architect

Annual cost

0.38%

Fund size

$24M

Key differences

  • AAVM costs 1.46% less per year.
  • RULE is classified as mixed asset, while AAVM is equity — different risk/return profiles.
  • Over the last 3 years, AAVM has delivered higher annualized returns.

Side-by-side comparison

RULEAAVM
Annual cost (TER)1.84%0.38%
Fund size (AUM)$14M$24M
Since20212017
Dividend yield0.00%1.79%
Asset classmixed assetequity
Region
Strategyactive selectionactive selection
CAGR 1Y+41.5%+34.4%
CAGR 3Y+16.7%+18.6%
CAGR 5YN/A+7.5%
Sharpe 3Y0.810.84
Volatility 1Y19.69%15.23%
Max drawdown-30.48%-34.71%

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

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