Screener
RULE vs CSM
Adaptive Core ETF vs ProShares Large Cap Core Plus
Key differences
RULE is a mixed asset ETF, while CSM is an alternative ETF. RULE charges 1.84% a year and CSM 0.45%.
- RULE is a mixed asset fund, while CSM is an alternative fund. They carry different risk/return profiles.
- CSM costs 1.39% less per year.
- CSM is much larger than RULE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CSM has delivered higher annualized returns.
- CSM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RULE | CSM | |
|---|---|---|
| Annual cost (TER) | 1.84% | 0.45% |
| Fund size (AUM) | $16M | $524M |
| Since | 2021 | 2009 |
| Dividend yield | 0.00% | 1.00% |
| Asset class | mixed asset | alternative |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +40.9% | +23.0% |
| CAGR 3Y | +17.5% | +20.7% |
| CAGR 5Y | N/A | +12.8% |
| Sharpe 3Y | 0.81 | 1.07 |
| Volatility 1Y | 21.56% | 12.19% |
| Max drawdown | -30.48% | -36.11% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.