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RULE vs ISBG

Adaptive Core ETF vs IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF

RULE

Adaptive Core ETF

Annual cost

1.84%

Fund size

$16M

ISBG

IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF

Annual cost

1.14%

Fund size

$5M

Key differences

RULE is a mixed asset ETF, while ISBG is an alternative ETF. RULE charges 1.84% a year and ISBG 1.14%.

  • RULE is a mixed asset fund, while ISBG is an alternative fund. They carry different risk/return profiles.
  • ISBG costs 0.70% less per year.
  • RULE is much larger than ISBG. Larger funds are usually more liquid and less likely to close.
  • RULE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RULEISBG
Annual cost (TER)1.84%1.14%
Fund size (AUM)$16M$5M
Since20212026
Dividend yield0.00%
Asset classmixed assetalternative
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+41.0%N/A
CAGR 3Y+17.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.81N/A
Volatility 1Y21.40%
Max drawdown-30.48%-49.42%

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

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