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RULE vs LRGC

Adaptive Core ETF vs AB US Large Cap Strategic Equities ETF

RULE

Adaptive Core ETF

Annual cost

1.84%

Fund size

$16M

LRGC

AB US Large Cap Strategic Equities ETF

Annual cost

0.39%

Fund size

$1.3B

Key differences

RULE is a mixed asset ETF, while LRGC is an equity ETF. RULE charges 1.84% a year and LRGC 0.39%.

  • RULE is a mixed asset fund, while LRGC is an equity fund. They carry different risk/return profiles.
  • LRGC costs 1.45% less per year.
  • LRGC is much larger than RULE. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

RULELRGC
Annual cost (TER)1.84%0.39%
Fund size (AUM)$16M$1.3B
Since20212023
Dividend yield0.00%0.54%
Asset classmixed assetequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+44.6%+21.7%
CAGR 3Y+18.2%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.85N/A
Volatility 1Y21.49%12.15%
Max drawdown-30.48%-19.38%

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

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