Screener
RULE vs CPLS
Adaptive Core ETF vs AB Core Plus Bond ETF
Key differences
RULE is a mixed asset ETF, while CPLS is a fixed income ETF. RULE charges 1.84% a year and CPLS 0.30%.
- RULE is a mixed asset fund, while CPLS is a fixed income fund. They carry different risk/return profiles.
- CPLS costs 1.54% less per year.
- CPLS is much larger than RULE. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| RULE | CPLS | |
|---|---|---|
| Annual cost (TER) | 1.84% | 0.30% |
| Fund size (AUM) | $16M | $215M |
| Since | 2021 | 2023 |
| Dividend yield | 0.00% | 4.62% |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +47.3% | +4.9% |
| CAGR 3Y | +19.0% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.87 | N/A |
| Volatility 1Y | 22.31% | 3.88% |
| Max drawdown | -30.48% | -4.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.