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AAAA vs TACK

Amplius Aggressive Asset Allocation ETF vs Fairlead Tactical Sector Fund

AAAA

Amplius Aggressive Asset Allocation ETF

Annual cost

0.49%

Fund size

$281M

TACK

Fairlead Tactical Sector Fund

Annual cost

0.69%

Fund size

$283M

Key differences

Both AAAA and TACK are mixed asset ETFs. AAAA charges 0.49% a year and TACK 0.69%. The main difference: AAAA follows a tactical allocation strategy; TACK uses active selection.

  • AAAA follows a tactical allocation strategy; TACK uses active selection.
  • AAAA costs 0.20% less per year.

Side-by-side comparison

AAAATACK
Annual cost (TER)0.49%0.69%
Fund size (AUM)$281M$283M
Since20252022
Dividend yield1.22%
Asset classmixed assetmixed asset
Regionnorth americanorth america
Strategytactical allocationactive selection
CAGR 1YN/A-88.7%
CAGR 3YN/A-48.6%
CAGR 5YN/AN/A
Sharpe 3YN/A-0.43
Volatility 1Y90.58%
Max drawdown-7.83%-90.38%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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