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RULE vs DFIC
Adaptive Core ETF vs Dimensional International Core Equity 2 ETF
Key differences
- DFIC costs 1.62% less per year.
- DFIC is significantly larger than RULE — larger funds tend to be more liquid and less likely to close.
- RULE is classified as mixed asset, while DFIC is equity — different risk/return profiles.
- Over the last 3 years, DFIC has delivered higher annualized returns.
Side-by-side comparison
| RULE | DFIC | |
|---|---|---|
| Annual cost (TER) | 1.84% | 0.22% |
| Fund size (AUM) | $14M | $13.6B |
| Since | 2021 | 2022 |
| Dividend yield | 0.00% | 2.31% |
| Asset class | mixed asset | equity |
| Region | — | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +41.5% | +29.7% |
| CAGR 3Y | +16.7% | +19.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.81 | 1.04 |
| Volatility 1Y | 19.69% | 13.88% |
| Max drawdown | -30.48% | -24.40% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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