Skip to content
Beacon
Screener

SPDF vs RULE

Defender Risk Adaptive 500 ETF vs Adaptive Core ETF

SPDF

Defender Risk Adaptive 500 ETF

Tamarisk Capital Management LLC

Annual cost

0.69%

Fund size

$5M

RULE

Adaptive Core ETF

Mohrfunds

Annual cost

1.84%

Fund size

$14M

Key differences

  • SPDF costs 1.15% less per year.
  • SPDF is classified as equity, while RULE is mixed asset — different risk/return profiles.
  • RULE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPDFRULE
Annual cost (TER)0.69%1.84%
Fund size (AUM)$5M$14M
Since20262021
Dividend yield0.00%
Asset classequitymixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+41.5%
CAGR 3YN/A+16.7%
CAGR 5YN/AN/A
Sharpe 3YN/A0.81
Volatility 1Y19.69%
Max drawdown-1.90%-30.48%

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

Similar to SPDF and RULE