Screener
RULE vs CGCP
Adaptive Core ETF vs Capital Group Core Plus Income ETF
Key differences
RULE is a mixed asset ETF, while CGCP is a fixed income ETF. RULE charges 1.84% a year and CGCP 0.34%.
- RULE is a mixed asset fund, while CGCP is a fixed income fund. They carry different risk/return profiles.
- CGCP costs 1.50% less per year.
- CGCP is much larger than RULE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RULE has delivered higher annualized returns.
Side-by-side comparison
| RULE | CGCP | |
|---|---|---|
| Annual cost (TER) | 1.84% | 0.34% |
| Fund size (AUM) | $16M | $7.9B |
| Since | 2021 | 2022 |
| Dividend yield | 0.00% | 5.14% |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +47.3% | +5.5% |
| CAGR 3Y | +19.0% | +5.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.87 | 0.34 |
| Volatility 1Y | 22.31% | 3.66% |
| Max drawdown | -30.48% | -15.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.