Screener
CWS vs TACK
AdvisorShares Focused Equity ETF vs Fairlead Tactical Sector Fund
Key differences
CWS is an equity ETF, while TACK is a mixed asset ETF. CWS charges 0.65% a year and TACK 0.69%.
- CWS is an equity fund, while TACK is a mixed asset fund. They carry different risk/return profiles.
- Over the last three years, CWS has delivered higher annualized returns.
- CWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CWS | TACK | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.69% |
| Fund size (AUM) | $133M | $283M |
| Since | 2016 | 2022 |
| Dividend yield | 0.31% | 1.22% |
| Asset class | equity | mixed asset |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +0.9% | -88.6% |
| CAGR 3Y | +10.6% | -48.1% |
| CAGR 5Y | +8.8% | N/A |
| Sharpe 3Y | 0.54 | -0.41 |
| Volatility 1Y | 13.38% | 90.59% |
| Max drawdown | -33.82% | -90.38% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.