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RULE vs AOM
Adaptive Core ETF vs iShares Core 40/60 Moderate Allocation ETF
Key differences
- AOM costs 1.69% less per year.
- AOM is significantly larger than RULE — larger funds tend to be more liquid and less likely to close.
- RULE follows a active selection strategy; AOM uses index tracking.
- Over the last 3 years, RULE has delivered higher annualized returns.
- AOM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RULE | AOM | |
|---|---|---|
| Annual cost (TER) | 1.84% | 0.15% |
| Fund size (AUM) | $14M | $1.7B |
| Since | 2021 | 2008 |
| Dividend yield | 0.00% | 3.04% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | index tracking |
| CAGR 1Y | +41.5% | +15.2% |
| CAGR 3Y | +16.7% | +10.8% |
| CAGR 5Y | N/A | +4.9% |
| Sharpe 3Y | 0.81 | 0.96 |
| Volatility 1Y | 19.69% | 6.55% |
| Max drawdown | -30.48% | -19.96% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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