Screener
RULE vs BAMA
Adaptive Core ETF vs Brookstone Active ETF
Key differences
RULE is a mixed asset ETF, while BAMA is a fixed income ETF. RULE charges 1.84% a year and BAMA 0.99%.
- RULE is a mixed asset fund, while BAMA is a fixed income fund. They carry different risk/return profiles.
- BAMA costs 0.85% less per year.
- BAMA is much larger than RULE. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| RULE | BAMA | |
|---|---|---|
| Annual cost (TER) | 1.84% | 0.99% |
| Fund size (AUM) | $16M | $53M |
| Since | 2021 | 2023 |
| Dividend yield | 0.00% | 1.31% |
| Asset class | mixed asset | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +47.3% | +18.0% |
| CAGR 3Y | +19.0% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.87 | N/A |
| Volatility 1Y | 22.31% | 9.74% |
| Max drawdown | -30.48% | -12.27% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.