Screener
RULE vs SAMM
Adaptive Core ETF vs Strategas Macro Momentum ETF
Key differences
- SAMM costs 1.19% less per year.
- RULE is classified as mixed asset, while SAMM is equity — different risk/return profiles.
Side-by-side comparison
| RULE | SAMM | |
|---|---|---|
| Annual cost (TER) | 1.84% | 0.65% |
| Fund size (AUM) | $14M | $28M |
| Since | 2021 | 2024 |
| Dividend yield | 0.00% | 0.98% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +41.5% | +26.5% |
| CAGR 3Y | +16.7% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.81 | N/A |
| Volatility 1Y | 19.69% | 16.99% |
| Max drawdown | -30.48% | -24.09% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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