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PFOE vs TACK

Pathfinder Focused Opportunities ETF vs Fairlead Tactical Sector Fund

PFOE

Pathfinder Focused Opportunities ETF

Annual cost

0.59%

Fund size

$79M

TACK

Fairlead Tactical Sector Fund

Annual cost

0.69%

Fund size

$283M

Key differences

PFOE is an equity ETF, while TACK is a mixed asset ETF. PFOE charges 0.59% a year and TACK 0.69%.

  • PFOE is an equity fund, while TACK is a mixed asset fund. They carry different risk/return profiles.
  • PFOE costs 0.10% less per year.
  • TACK is much larger than PFOE. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

PFOETACK
Annual cost (TER)0.59%0.69%
Fund size (AUM)$79M$283M
Since20252022
Dividend yield1.22%
Asset classequitymixed asset
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A-88.6%
CAGR 3YN/A-48.1%
CAGR 5YN/AN/A
Sharpe 3YN/A-0.41
Volatility 1Y90.59%
Max drawdown-18.19%-90.38%

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

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