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RULE vs CCOR

Adaptive Core ETF vs Core Alternative ETF

RULE

Adaptive Core ETF

Mohrfunds

Annual cost

1.84%

Fund size

$14M

CCOR

Core Alternative ETF

Core Alternative Capital

Annual cost

1.29%

Fund size

$28M

Key differences

  • CCOR costs 0.55% less per year.
  • RULE is classified as mixed asset, while CCOR is alternative — different risk/return profiles.
  • RULE follows a active selection strategy; CCOR uses option income.
  • Over the last 3 years, RULE has delivered higher annualized returns.

Side-by-side comparison

RULECCOR
Annual cost (TER)1.84%1.29%
Fund size (AUM)$14M$28M
Since20212017
Dividend yield0.00%1.08%
Asset classmixed assetalternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+41.5%-4.9%
CAGR 3Y+16.7%-2.5%
CAGR 5YN/A-2.3%
Sharpe 3Y0.81-0.56
Volatility 1Y19.69%6.92%
Max drawdown-30.48%-22.99%

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

Similar to RULE and CCOR