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HTUS vs TACK

Hull Tactical US ETF vs Fairlead Tactical Sector Fund

HTUS

Hull Tactical US ETF

Annual cost

0.96%

Fund size

$152M

TACK

Fairlead Tactical Sector Fund

Annual cost

0.69%

Fund size

$283M

Key differences

HTUS is an alternative ETF, while TACK is a mixed asset ETF. HTUS charges 0.96% a year and TACK 0.69%.

  • HTUS is an alternative fund, while TACK is a mixed asset fund. They carry different risk/return profiles.
  • HTUS follows a multi strategy strategy; TACK uses active selection.
  • TACK costs 0.27% less per year.
  • Over the last three years, HTUS has delivered higher annualized returns.
  • HTUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HTUSTACK
Annual cost (TER)0.96%0.69%
Fund size (AUM)$152M$283M
Since20152022
Dividend yield1.12%1.22%
Asset classalternativemixed asset
Regionnorth americanorth america
Strategymulti strategyactive selection
CAGR 1Y+25.5%-88.6%
CAGR 3Y+21.6%-48.1%
CAGR 5Y+15.5%N/A
Sharpe 3Y1.02-0.41
Volatility 1Y11.80%90.59%
Max drawdown-47.50%-90.38%

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

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