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RULE vs EDGH

Adaptive Core ETF vs 3EDGE Dynamic Hard Assets ETF

RULE

Adaptive Core ETF

Annual cost

1.84%

Fund size

$16M

EDGH

3EDGE Dynamic Hard Assets ETF

Annual cost

1.01%

Fund size

$158M

Key differences

RULE is a mixed asset ETF, while EDGH is an alternative ETF. RULE charges 1.84% a year and EDGH 1.01%.

  • RULE is a mixed asset fund, while EDGH is an alternative fund. They carry different risk/return profiles.
  • RULE follows a active selection strategy; EDGH uses multi strategy.
  • EDGH costs 0.83% less per year.
  • EDGH is much larger than RULE. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

RULEEDGH
Annual cost (TER)1.84%1.01%
Fund size (AUM)$16M$158M
Since20212024
Dividend yield0.00%1.04%
Asset classmixed assetalternative
Region
Strategyactive selectionmulti strategy
CAGR 1Y+47.3%+24.9%
CAGR 3Y+19.0%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.87N/A
Volatility 1Y22.31%17.97%
Max drawdown-30.48%-10.60%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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