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RULE vs ELFY

Adaptive Core ETF vs ALPS Electrification Infrastructure ETF

RULE

Adaptive Core ETF

Annual cost

1.84%

Fund size

$16M

ELFY

ALPS Electrification Infrastructure ETF

Annual cost

0.50%

Fund size

$203M

Key differences

RULE is a mixed asset ETF, while ELFY is an alternative ETF. RULE charges 1.84% a year and ELFY 0.50%.

  • RULE is a mixed asset fund, while ELFY is an alternative fund. They carry different risk/return profiles.
  • RULE follows a active selection strategy; ELFY uses option income.
  • ELFY costs 1.34% less per year.
  • ELFY is much larger than RULE. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

RULEELFY
Annual cost (TER)1.84%0.50%
Fund size (AUM)$16M$203M
Since20212025
Dividend yield0.00%0.84%
Asset classmixed assetalternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+41.0%+42.9%
CAGR 3Y+17.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.81N/A
Volatility 1Y21.40%19.37%
Max drawdown-30.48%-8.37%

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

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