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RULE vs BDYN

Adaptive Core ETF vs iShares Dynamic Equity Active ETF

RULE

Adaptive Core ETF

Mohrfunds

Annual cost

1.84%

Fund size

$14M

BDYN

iShares Dynamic Equity Active ETF

BlackRock

Annual cost

0.40%

Fund size

$2.7B

Key differences

  • BDYN costs 1.44% less per year.
  • BDYN is significantly larger than RULE — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

RULEBDYN
Annual cost (TER)1.84%0.40%
Fund size (AUM)$14M$2.7B
Since20212017
Dividend yield0.00%0.96%
Asset classmixed assetmixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+41.5%N/A
CAGR 3Y+16.7%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.81N/A
Volatility 1Y19.69%
Max drawdown-30.48%-10.85%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to RULE and BDYN