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RULE vs DDV

Adaptive Core ETF vs Defined Duration 5 ETF

RULE

Adaptive Core ETF

Mohrfunds

Annual cost

1.84%

Fund size

$14M

DDV

Defined Duration 5 ETF

Discipline Funds

Annual cost

0.25%

Fund size

$14M

Key differences

  • DDV costs 1.59% less per year.

Side-by-side comparison

RULEDDV
Annual cost (TER)1.84%0.25%
Fund size (AUM)$14M$14M
Since20212025
Dividend yield0.00%
Asset classmixed assetmixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+41.5%N/A
CAGR 3Y+16.7%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.81N/A
Volatility 1Y19.69%
Max drawdown-30.48%-1.92%

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

Similar to RULE and DDV