Screener
TACK vs BSR
Fairlead Tactical Sector Fund vs Beacon Selective Risk ETF
Key differences
TACK is a mixed asset ETF, while BSR is a fixed income ETF. TACK charges 0.69% a year and BSR 1.09%.
- TACK is a mixed asset fund, while BSR is a fixed income fund. They carry different risk/return profiles.
- TACK costs 0.40% less per year.
- TACK is much larger than BSR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, BSR has delivered higher annualized returns.
Side-by-side comparison
| TACK | BSR | |
|---|---|---|
| Annual cost (TER) | 0.69% | 1.09% |
| Fund size (AUM) | $283M | $37M |
| Since | 2022 | 2023 |
| Dividend yield | 1.22% | 1.02% |
| Asset class | mixed asset | fixed income |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | -88.6% | +11.6% |
| CAGR 3Y | -48.1% | +7.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.41 | 0.32 |
| Volatility 1Y | 90.59% | 8.78% |
| Max drawdown | -90.38% | -15.68% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.