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RULE vs DCOR

Adaptive Core ETF vs Dimensional US Core Equity 1 ETF

RULE

Adaptive Core ETF

Mohrfunds

Annual cost

1.84%

Fund size

$14M

DCOR

Dimensional US Core Equity 1 ETF

Dimensional Fund Advisors

Annual cost

0.14%

Fund size

$3.0B

Key differences

  • DCOR costs 1.70% less per year.
  • DCOR is significantly larger than RULE — larger funds tend to be more liquid and less likely to close.
  • RULE is classified as mixed asset, while DCOR is alternative — different risk/return profiles.
  • RULE follows a active selection strategy; DCOR uses multi strategy.

Side-by-side comparison

RULEDCOR
Annual cost (TER)1.84%0.14%
Fund size (AUM)$14M$3.0B
Since20212023
Dividend yield0.00%0.95%
Asset classmixed assetalternative
Regionnorth america
Strategyactive selectionmulti strategy
CAGR 1Y+41.5%+29.0%
CAGR 3Y+16.7%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.81N/A
Volatility 1Y19.69%11.99%
Max drawdown-30.48%-19.10%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to RULE and DCOR