Correlation
The correlation between RULE and AOA is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
RULE vs. AOA
Compare and contrast key facts about Adaptive Core ETF (RULE) and iShares Core Aggressive Allocation ETF (AOA).
RULE and AOA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RULE is an actively managed fund by Mohr Funds. It was launched on Nov 2, 2021. AOA is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Aggressive Index. It was launched on Nov 4, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RULE or AOA.
Performance
RULE vs. AOA - Performance Comparison
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Key characteristics
RULE:
0.02
AOA:
0.86
RULE:
0.06
AOA:
1.19
RULE:
1.01
AOA:
1.17
RULE:
-0.03
AOA:
0.86
RULE:
-0.10
AOA:
3.85
RULE:
6.80%
AOA:
2.89%
RULE:
17.00%
AOA:
14.09%
RULE:
-30.48%
AOA:
-28.38%
RULE:
-13.28%
AOA:
-0.35%
Returns By Period
In the year-to-date period, RULE achieves a -0.80% return, which is significantly lower than AOA's 4.95% return.
RULE
-0.80%
5.08%
-7.39%
0.37%
1.79%
N/A
N/A
AOA
4.95%
4.58%
2.30%
12.07%
10.05%
10.68%
7.78%
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RULE vs. AOA - Expense Ratio Comparison
RULE has a 1.10% expense ratio, which is higher than AOA's 0.25% expense ratio.
Risk-Adjusted Performance
RULE vs. AOA — Risk-Adjusted Performance Rank
RULE
AOA
RULE vs. AOA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Adaptive Core ETF (RULE) and iShares Core Aggressive Allocation ETF (AOA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
RULE vs. AOA - Dividend Comparison
RULE has not paid dividends to shareholders, while AOA's dividend yield for the trailing twelve months is around 2.21%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RULE Adaptive Core ETF | 0.00% | 0.00% | 2.01% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AOA iShares Core Aggressive Allocation ETF | 2.21% | 2.30% | 2.22% | 2.10% | 1.67% | 1.71% | 2.50% | 2.37% | 5.09% | 2.02% | 2.15% | 2.18% |
Drawdowns
RULE vs. AOA - Drawdown Comparison
The maximum RULE drawdown since its inception was -30.48%, which is greater than AOA's maximum drawdown of -28.38%. Use the drawdown chart below to compare losses from any high point for RULE and AOA.
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Volatility
RULE vs. AOA - Volatility Comparison
Adaptive Core ETF (RULE) has a higher volatility of 3.43% compared to iShares Core Aggressive Allocation ETF (AOA) at 3.15%. This indicates that RULE's price experiences larger fluctuations and is considered to be riskier than AOA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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