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RULE vs AOR
Adaptive Core ETF vs iShares Core 60/40 Balanced Allocation ETF
Key differences
- AOR costs 1.69% less per year.
- AOR 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.
- AOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RULE | AOR | |
|---|---|---|
| Annual cost (TER) | 1.84% | 0.15% |
| Fund size (AUM) | $14M | $3.5B |
| Since | 2021 | 2008 |
| Dividend yield | 0.00% | 2.53% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +41.5% | +19.8% |
| CAGR 3Y | +16.7% | +14.4% |
| CAGR 5Y | N/A | +7.1% |
| Sharpe 3Y | 0.81 | 1.11 |
| Volatility 1Y | 19.69% | 8.47% |
| Max drawdown | -30.48% | -22.95% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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