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RULE vs BTR
Adaptive Core ETF vs Beacon Tactical Risk ETF
Key differences
- BTR costs 0.76% less per year.
- Over the last 3 years, RULE has delivered higher annualized returns.
Side-by-side comparison
| RULE | BTR | |
|---|---|---|
| Annual cost (TER) | 1.84% | 1.08% |
| Fund size (AUM) | $14M | $37M |
| Since | 2021 | 2023 |
| Dividend yield | 0.00% | 1.19% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +41.5% | +20.4% |
| CAGR 3Y | +16.7% | +4.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.81 | 0.11 |
| Volatility 1Y | 19.69% | 9.77% |
| Max drawdown | -30.48% | -16.67% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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