Screener
RULE vs ACES
Adaptive Core ETF vs ALPS Clean Energy ETF
Key differences
RULE is a mixed asset ETF, while ACES is an equity ETF. RULE charges 1.84% a year and ACES 0.55%.
- RULE is a mixed asset fund, while ACES is an equity fund. They carry different risk/return profiles.
- RULE follows a active selection strategy; ACES uses index tracking.
- ACES costs 1.29% less per year.
- ACES is much larger than RULE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RULE has delivered higher annualized returns.
Side-by-side comparison
| RULE | ACES | |
|---|---|---|
| Annual cost (TER) | 1.84% | 0.55% |
| Fund size (AUM) | $16M | $145M |
| Since | 2021 | 2018 |
| Dividend yield | 0.00% | 0.54% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +41.0% | +55.9% |
| CAGR 3Y | +17.4% | -3.3% |
| CAGR 5Y | N/A | -10.4% |
| Sharpe 3Y | 0.81 | -0.03 |
| Volatility 1Y | 21.40% | 33.45% |
| Max drawdown | -30.48% | -79.05% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.