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RULE vs DWUS

Adaptive Core ETF vs AdvisorShares Dorsey Wright FSM US Core ETF

RULE

Adaptive Core ETF

Mohrfunds

Annual cost

1.84%

Fund size

$14M

DWUS

AdvisorShares Dorsey Wright FSM US Core ETF

AdvisorShares

Annual cost

1.08%

Fund size

$121M

Key differences

  • DWUS costs 0.76% less per year.
  • DWUS is significantly larger than RULE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, DWUS has delivered higher annualized returns.

Side-by-side comparison

RULEDWUS
Annual cost (TER)1.84%1.08%
Fund size (AUM)$14M$121M
Since20212019
Dividend yield0.00%0.04%
Asset classmixed assetmixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+47.4%+24.3%
CAGR 3Y+18.2%+21.5%
CAGR 5YN/A+12.2%
Sharpe 3Y0.870.98
Volatility 1Y20.08%15.47%
Max drawdown-30.48%-30.47%

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

Similar to RULE and DWUS