Screener
TRFM vs RULE
AAM Transformers ETF vs Adaptive Core ETF
Key differences
TRFM is an equity ETF, while RULE is a mixed asset ETF. TRFM charges 0.49% a year and RULE 1.84%.
- TRFM is an equity fund, while RULE is a mixed asset fund. They carry different risk/return profiles.
- TRFM follows a index tracking strategy; RULE uses active selection.
- TRFM costs 1.35% less per year.
- TRFM is much larger than RULE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, TRFM has delivered higher annualized returns.
Side-by-side comparison
| TRFM | RULE | |
|---|---|---|
| Annual cost (TER) | 0.49% | 1.84% |
| Fund size (AUM) | $213M | $16M |
| Since | 2022 | 2021 |
| Dividend yield | 0.13% | 0.00% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +42.5% | +41.0% |
| CAGR 3Y | +29.6% | +17.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | 0.81 |
| Volatility 1Y | 23.37% | 21.40% |
| Max drawdown | -28.40% | -30.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.