Screener
RULE vs BCGD
Adaptive Core ETF vs Baron Global Durable Advantage ETF
Key differences
RULE is a mixed asset ETF, while BCGD is an equity ETF. RULE charges 1.84% a year and BCGD 0.75%.
- RULE is a mixed asset fund, while BCGD is an equity fund. They carry different risk/return profiles.
- BCGD costs 1.09% less per year.
Side-by-side comparison
| RULE | BCGD | |
|---|---|---|
| Annual cost (TER) | 1.84% | 0.75% |
| Fund size (AUM) | $16M | $10M |
| Since | 2021 | 2025 |
| Dividend yield | 0.00% | — |
| Asset class | mixed asset | equity |
| Region | — | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +40.9% | N/A |
| CAGR 3Y | +17.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.81 | N/A |
| Volatility 1Y | 21.56% | — |
| Max drawdown | -30.48% | -13.78% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.