Screener
FDAT vs TACK
Tactical Advantage ETF vs Fairlead Tactical Sector Fund
Key differences
FDAT is a fixed income ETF, while TACK is a mixed asset ETF. FDAT charges 0.78% a year and TACK 0.69%.
- FDAT is a fixed income fund, while TACK is a mixed asset fund. They carry different risk/return profiles.
- FDAT follows a tactical allocation strategy; TACK uses active selection.
- TACK costs 0.09% less per year.
- TACK is much larger than FDAT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FDAT has delivered higher annualized returns.
Side-by-side comparison
| FDAT | TACK | |
|---|---|---|
| Annual cost (TER) | 0.78% | 0.69% |
| Fund size (AUM) | $36M | $283M |
| Since | 2023 | 2022 |
| Dividend yield | 5.63% | 1.22% |
| Asset class | fixed income | mixed asset |
| Region | north america | north america |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +9.3% | -88.7% |
| CAGR 3Y | +8.4% | -48.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.51 | -0.43 |
| Volatility 1Y | 10.28% | 90.58% |
| Max drawdown | -8.20% | -90.38% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.