Screener
MDIV vs TACK
Multi-Asset Diversified Income Index Fund vs Fairlead Tactical Sector Fund
Key differences
Both MDIV and TACK are mixed asset ETFs. MDIV charges 0.71% a year and TACK 0.69%. The main difference: MDIV follows a index tracking strategy; TACK uses active selection.
- MDIV follows a index tracking strategy; TACK uses active selection.
- Over the last three years, MDIV has delivered higher annualized returns.
- MDIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MDIV | TACK | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.69% |
| Fund size (AUM) | $411M | $283M |
| Since | 2012 | 2022 |
| Dividend yield | 6.38% | 1.22% |
| Asset class | mixed asset | mixed asset |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +12.2% | -88.7% |
| CAGR 3Y | +11.9% | -48.6% |
| CAGR 5Y | +5.9% | N/A |
| Sharpe 3Y | 0.91 | -0.43 |
| Volatility 1Y | 6.75% | 90.58% |
| Max drawdown | -48.50% | -90.38% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.