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RULE vs GAL

Adaptive Core ETF vs State Street Global Allocation ETF

RULE

Adaptive Core ETF

Mohrfunds

Annual cost

1.84%

Fund size

$14M

GAL

State Street Global Allocation ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$307M

Key differences

  • GAL costs 1.49% less per year.
  • GAL is significantly larger than RULE — larger funds tend to be more liquid and less likely to close.
  • RULE is classified as mixed asset, while GAL is alternative — different risk/return profiles.
  • RULE follows a active selection strategy; GAL uses tactical allocation.
  • Over the last 3 years, RULE has delivered higher annualized returns.
  • GAL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RULEGAL
Annual cost (TER)1.84%0.35%
Fund size (AUM)$14M$307M
Since20212012
Dividend yield0.00%3.18%
Asset classmixed assetalternative
Region
Strategyactive selectiontactical allocation
CAGR 1Y+41.5%+20.4%
CAGR 3Y+16.7%+13.9%
CAGR 5YN/A+7.2%
Sharpe 3Y0.811.04
Volatility 1Y19.69%8.71%
Max drawdown-30.48%-28.31%

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

Similar to RULE and GAL