Screener
RULE vs CWS
Adaptive Core ETF vs AdvisorShares Focused Equity ETF
Key differences
RULE is a mixed asset ETF, while CWS is an equity ETF. RULE charges 1.84% a year and CWS 0.65%.
- RULE is a mixed asset fund, while CWS is an equity fund. They carry different risk/return profiles.
- CWS costs 1.19% less per year.
- CWS 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.
- CWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RULE | CWS | |
|---|---|---|
| Annual cost (TER) | 1.84% | 0.65% |
| Fund size (AUM) | $16M | $133M |
| Since | 2021 | 2016 |
| Dividend yield | 0.00% | 0.31% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +41.0% | -0.3% |
| CAGR 3Y | +17.4% | +11.8% |
| CAGR 5Y | N/A | +8.2% |
| Sharpe 3Y | 0.81 | 0.61 |
| Volatility 1Y | 21.40% | 13.33% |
| Max drawdown | -30.48% | -33.82% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.