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RULE vs ISSB

Adaptive Core ETF vs IncomeSTKd 1x US Stocks & 1x Bitcoin Premium ETF

RULE

Adaptive Core ETF

Annual cost

1.84%

Fund size

$16M

ISSB

IncomeSTKd 1x US Stocks & 1x Bitcoin Premium ETF

Annual cost

1.14%

Fund size

$2M

Key differences

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

  • RULE is a mixed asset fund, while ISSB is an alternative fund. They carry different risk/return profiles.
  • RULE follows a active selection strategy; ISSB uses option income.
  • ISSB costs 0.70% less per year.
  • RULE is much larger than ISSB. 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

RULEISSB
Annual cost (TER)1.84%1.14%
Fund size (AUM)$16M$2M
Since20212026
Dividend yield0.00%
Asset classmixed assetalternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+44.6%N/A
CAGR 3Y+18.2%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.85N/A
Volatility 1Y21.49%
Max drawdown-30.48%-30.57%

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

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