RULEvsSUSAETF Comparison
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Adaptive Core ETF (RULE) belongs to the Multi-Asset: Other segment. iShares ESG Optimized MSCI USA ETF (SUSA) is part of the US Large Cap segment. RULE's top 3 sector exposures are Technology, Finance and Industrials. In contrast, SUSA's top sector exposures are Technology, Finance and Healthcare. RULE is more expensive with a Total Expense Ratio (TER) of 1.84%, versus 0.25% for SUSA. RULE is up 30.57% year-to-date (YTD) with +$2M in YTD flows. SUSA performs worse with 12.5% YTD performance, and -$148M in YTD flows. Run a side-by-side ETF comparison of RULE and SUSA below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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RULE vs SUSA performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/15/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | RULE SUSA | +0.59%+1.36% | -3.56%+1.04% | +30.57%+12.50% | +31.58%+16.86% | +59.78%+76.28% | n/a+64.86% |
| Flows | RULE SUSA | -+$8M | +$2M-$32M | +$2M-$148M | +$2M-$113M | -$41M-$2.66B | --$1.50B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | RULE SUSA | +24.15%+11.30% | +28.03%+13.27% | +20.38%+15.11% | n/a+17.49% |
| Max drawdown | RULE SUSA | -10.79%-3.87% | -19.61%-9.72% | -20.37%-19.28% | n/a-28.25% |
| Max drawdown duration | RULE SUSA | 29d64d | 115d78d | 397d204d | n/a769d |
Trading data
RULE | SUSA | |
Last sale 10/16/2026 at 1:30 PM | $29.16 | $155.68 |
| Previous close 10/15/2026 | $29.88 | $157.55 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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RULE
is actively managed and doesn’t replicate an indexRULE | SUSA | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
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Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
RULE | SUSA | |
|---|---|---|
| Last price | $29.16 | $155.68 |
| 1D performance | -2.42% | -1.19% |
| AuM | $17.19 M | $4.05 B |
| E/R | 1.84% | 0.25% |
Characteristics
RULE | SUSA | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Mohr Funds | iShares |
| Benchmark | - | MSCI USA Extended ESG Select Index |
| N° of holdings | 1000 | 205 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 3, 2021 | January 24, 2005 |
| ESG | No | Yes |
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Exposure
Countries
RULE
USA
85.71%
Other
14.29%
SUSA
USA
96.31%
Other
3.69%
Sectors
RULE
Technology
53.82%
Finance
16.23%
Other
29.94%
SUSA
Technology
45.59%
Finance
14.7%
Healthcare
9.73%
Industrials
8.43%
Other
21.56%
Diversification
RULE
Total weight of top 15 holdings out of 15
52.8%
SUSA
Total weight of top 15 holdings out of 15
37.19%
Top 15 holdings
Data as of August 31, 2026
RULE
Seagate Technology Holdings Plc
5.97%
Micron Technology, Inc.
5.66%
Lam Research Corp.
3.80%
Dell Technologies, Inc.
3.74%
Advanced Micro Devices, Inc.
3.62%
Palo Alto Networks, Inc.
3.48%
NVIDIA Corp.
3.43%
US19423L3915
3.39%
Alphabet, Inc.
3.39%
Freeport-McMoRan, Inc.
2.91%
Welltower, Inc.
2.74%
Viatris, Inc.
2.72%
The Allstate Corp.
2.67%
Apple, Inc.
2.66%
Phillips 66
2.65%
SUSA
NVIDIA Corp.
7.23%
Apple, Inc.
6.23%
Microsoft Corp.
4.39%
Alphabet, Inc.
3.12%
Broadcom Inc.
2.66%
Alphabet, Inc.
1.72%
Tesla, Inc.
1.59%
Micron Technology, Inc.
1.59%
Eli Lilly & Co.
1.38%
The Hartford Insurance Group, Inc.
1.33%
Advanced Micro Devices, Inc.
1.28%
Morgan Stanley
1.27%
Visa, Inc.
1.24%
The Bank of New York Mellon Corp.
1.11%
The Home Depot, Inc.
1.05%
Frequently asked questions about RULE and SUSA
How have the RULE and SUSA ETFs performed in 2026?
As of October 15, 2026, RULE is up 30.57% year-to-date (YTD), while SUSA has returned 12.5%. That puts RULE better performer ahead so far this year.
Which ETF is attracting more investor money: RULE or SUSA?
Year-to-date, the RULE ETF saw +$2M in flows, compared to -$148M for SUSA.
Which ETF is more volatile: RULE or SUSA?
Over the past year, RULE had a volatility of 28.03%, while SUSA experienced 13.27%.
Which ETF is bigger: RULE or SUSA?
As of October 15, 2026, RULE holds $17.19 M in assets under management (AUM), while SUSA manages $4.05 B.
What sectors do the RULE and SUSA ETFs invest in?
RULE leans toward sectors like Technology and Finance. Meanwhile, SUSA focuses on Technology, Finance and Healthcare.
What are the top holdings of the RULE ETF and SUSA ETF?
RULE top holdings include Seagate Technology Holdings Plc, Micron Technology, Inc. and Lam Research Corp.. SUSA holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: RULE or SUSA?
RULE holds 1223 securities with 52.8% of its assets in the top 15. SUSA has 206 securities and a top 15 weight of 37.19%.
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