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RULE vs DRSK

Adaptive Core ETF vs Aptus Defined Risk ETF

RULE

Adaptive Core ETF

Mohrfunds

Annual cost

1.84%

Fund size

$14M

DRSK

Aptus Defined Risk ETF

APTUS ETFs

Annual cost

0.78%

Fund size

$1.5B

Key differences

  • DRSK costs 1.06% less per year.
  • DRSK is significantly larger than RULE — larger funds tend to be more liquid and less likely to close.
  • RULE is classified as mixed asset, while DRSK is alternative — different risk/return profiles.
  • RULE follows a active selection strategy; DRSK uses option income.
  • Over the last 3 years, RULE has delivered higher annualized returns.

Side-by-side comparison

RULEDRSK
Annual cost (TER)1.84%0.78%
Fund size (AUM)$14M$1.5B
Since20212018
Dividend yield0.00%3.72%
Asset classmixed assetalternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+41.5%+9.1%
CAGR 3Y+16.7%+9.0%
CAGR 5YN/A+2.8%
Sharpe 3Y0.810.68
Volatility 1Y19.69%8.23%
Max drawdown-30.48%-19.87%

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

Similar to RULE and DRSK