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TACK vs AAAA

Fairlead Tactical Sector Fund vs Amplius Aggressive Asset Allocation ETF

TACK

Fairlead Tactical Sector Fund

Annual cost

0.69%

Fund size

$283M

AAAA

Amplius Aggressive Asset Allocation ETF

Annual cost

0.49%

Fund size

$281M

Key differences

Both TACK and AAAA are mixed asset ETFs. TACK charges 0.69% a year and AAAA 0.49%. The main difference: TACK follows a active selection strategy; AAAA uses tactical allocation.

  • TACK follows a active selection strategy; AAAA uses tactical allocation.
  • AAAA costs 0.20% less per year.

Side-by-side comparison

TACKAAAA
Annual cost (TER)0.69%0.49%
Fund size (AUM)$283M$281M
Since20222025
Dividend yield1.22%
Asset classmixed assetmixed asset
Regionnorth americanorth america
Strategyactive selectiontactical allocation
CAGR 1Y-88.7%N/A
CAGR 3Y-48.6%N/A
CAGR 5YN/AN/A
Sharpe 3Y-0.43N/A
Volatility 1Y90.58%
Max drawdown-90.38%-7.83%

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

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