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RULE vs TUG

Adaptive Core ETF vs STF Tactical Growth ETF

RULE

Adaptive Core ETF

Mohrfunds

Annual cost

1.84%

Fund size

$14M

TUG

STF Tactical Growth ETF

STFM

Annual cost

0.65%

Fund size

$42M

Key differences

  • TUG costs 1.19% less per year.
  • TUG is significantly larger than RULE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, TUG has delivered higher annualized returns.

Side-by-side comparison

RULETUG
Annual cost (TER)1.84%0.65%
Fund size (AUM)$14M$42M
Since20212022
Dividend yield0.00%0.58%
Asset classmixed assetmixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+47.4%+41.8%
CAGR 3Y+18.2%+24.6%
CAGR 5YN/AN/A
Sharpe 3Y0.871.06
Volatility 1Y20.08%16.24%
Max drawdown-30.48%-22.27%

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

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