Screener
RULE vs EDGU
Adaptive Core ETF vs 3EDGE Dynamic US Equity ETF
Key differences
RULE is a mixed asset ETF, while EDGU is an equity ETF. RULE charges 1.84% a year and EDGU 0.91%.
- RULE is a mixed asset fund, while EDGU is an equity fund. They carry different risk/return profiles.
- EDGU costs 0.93% less per year.
- EDGU is much larger than RULE. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| RULE | EDGU | |
|---|---|---|
| Annual cost (TER) | 1.84% | 0.91% |
| Fund size (AUM) | $16M | $148M |
| Since | 2021 | 2024 |
| Dividend yield | 0.00% | 0.65% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +47.3% | +25.3% |
| CAGR 3Y | +19.0% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.87 | N/A |
| Volatility 1Y | 22.31% | 12.32% |
| Max drawdown | -30.48% | -17.59% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.