RULE vs VTI

Quick Verdict

VTI has a lower expense ratio. RULE delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: RULEMore Diversified: VTI

Side-by-Side Comparison

MetricRULEVTIWinner
Expense Ratio1.84%0.03%
AUM$15M$663.5B
Dividend Yield0.00%1.07%
Holdings363,543
YTD Return+29.42%+14.20%
1Y Return+34.62%+24.16%
3Y Return (annualized)+15.65%+21.12%
5Y Return (annualized)-+12.37%
Volatility (annualized)17.9%15.3%
Max Drawdown-30.5%-56.6%
Fund FamilyMohr FundsVanguard (US)
CategoryAllocation/BalancedEquity
InceptionNov 2, 2021May 24, 2001

RULE vs VTI Performance

Adaptive Core ETF (RULE) is a ETF from Mohr Funds and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year RULE returned +34.62% while VTI returned +24.16%. Year to date, RULE is up 29.42% versus a gain of 14.20% for VTI.

Over three years, RULE compounded at +15.65% per year against +21.12% for VTI. Across the full 5-year window we track, VTI has the edge at +8.14% annualized vs +4.36%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RULE has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 15.3% for VTI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -30.5% for RULE and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

RULE charges 1.84% per year while VTI charges 0.03%. On a $10,000 position that is $184 vs $3 annually, a gap of $181 per year that compounds over a long holding period. On income, RULE currently yields 0.00% against 1.07% for VTI.

Holdings Overlap

15.0%overlap

RULE and VTI share 28 holdings out of 2790 unique holdings combined, representing a 15.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RULEWeight in VTIDifference
NVDA2.41%6.32%3.91%
MU6.58%1.79%4.79%
GOOGL3.17%2.88%0.29%
GLWProProPro
STXProProPro
LRCXProProPro
NEMProProPro
KLACProProPro
CMIProProPro
PHProProPro
See all 10 holdings RULE shares with VTI
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, RULE or VTI?

RULE has an expense ratio of 1.84% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $181 per year of difference.

Which performed better, RULE or VTI?

Over the past year RULE returned +34.62% vs +24.16% for VTI, so RULE leads on 1-year performance. Over the longest common window we track (5 years), RULE annualized +4.36% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, RULE or VTI?

RULE has been the more volatile fund at 17.9% annualized versus 15.3% for VTI. Worst drawdown: RULE -30.5% vs VTI -56.6%.

Should I hold both RULE and VTI?

RULE and VTI have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RULE and VTI?

RULE and VTI share 28 common holdings with a 15.0% weight overlap. Combined, they hold 2790 unique securities.

Which pays a higher dividend, RULE or VTI?

RULE yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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