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EMPB vs TACK

Efficient Market Portfolio Plus ETF vs Fairlead Tactical Sector Fund

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

TACK

Fairlead Tactical Sector Fund

Annual cost

0.69%

Fund size

$283M

Key differences

EMPB is an alternative ETF, while TACK is a mixed asset ETF. EMPB charges 2.21% a year and TACK 0.69%.

  • EMPB is an alternative fund, while TACK is a mixed asset fund. They carry different risk/return profiles.
  • TACK costs 1.52% less per year.
  • TACK is much larger than EMPB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

EMPBTACK
Annual cost (TER)2.21%0.69%
Fund size (AUM)$21M$283M
Since20242022
Dividend yield0.77%1.22%
Asset classalternativemixed asset
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+20.0%-88.7%
CAGR 3YN/A-48.6%
CAGR 5YN/AN/A
Sharpe 3YN/A-0.43
Volatility 1Y11.30%90.58%
Max drawdown-7.55%-90.38%

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

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