Screener
RULE vs FWD
Adaptive Core ETF vs AB Disruptors ETF
Key differences
RULE is a mixed asset ETF, while FWD is an equity ETF. RULE charges 1.84% a year and FWD 0.65%.
- RULE is a mixed asset fund, while FWD is an equity fund. They carry different risk/return profiles.
- FWD costs 1.19% less per year.
- FWD is much larger than RULE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FWD has delivered higher annualized returns.
Side-by-side comparison
| RULE | FWD | |
|---|---|---|
| Annual cost (TER) | 1.84% | 0.65% |
| Fund size (AUM) | $16M | $2.9B |
| Since | 2021 | 2023 |
| Dividend yield | 0.00% | 0.08% |
| Asset class | mixed asset | equity |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +41.0% | +61.4% |
| CAGR 3Y | +17.4% | +37.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.81 | 1.23 |
| Volatility 1Y | 21.40% | 25.15% |
| Max drawdown | -30.48% | -29.02% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.