Screener
RULE vs CGUS
Adaptive Core ETF vs Capital Group Core Equity ETF
Key differences
RULE is a mixed asset ETF, while CGUS is an equity ETF. RULE charges 1.84% a year and CGUS 0.33%.
- RULE is a mixed asset fund, while CGUS is an equity fund. They carry different risk/return profiles.
- CGUS costs 1.51% less per year.
- CGUS is much larger than RULE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CGUS has delivered higher annualized returns.
Side-by-side comparison
| RULE | CGUS | |
|---|---|---|
| Annual cost (TER) | 1.84% | 0.33% |
| Fund size (AUM) | $16M | $10.8B |
| Since | 2021 | 2022 |
| Dividend yield | 0.00% | 0.87% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +47.3% | +22.6% |
| CAGR 3Y | +19.0% | +22.1% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.87 | 1.20 |
| Volatility 1Y | 22.31% | 12.90% |
| Max drawdown | -30.48% | -22.15% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.