Screener
TACK vs BTR
Fairlead Tactical Sector Fund vs Beacon Tactical Risk ETF
Key differences
Both TACK and BTR are mixed asset ETFs. TACK charges 0.69% a year and BTR 1.08%. The main difference: TACK costs 0.39% less per year.
- TACK costs 0.39% less per year.
- TACK is much larger than BTR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, BTR has delivered higher annualized returns.
Side-by-side comparison
| TACK | BTR | |
|---|---|---|
| Annual cost (TER) | 0.69% | 1.08% |
| Fund size (AUM) | $283M | $35M |
| Since | 2022 | 2023 |
| Dividend yield | 1.22% | 1.19% |
| Asset class | mixed asset | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | -88.6% | +18.8% |
| CAGR 3Y | -48.1% | +4.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.41 | 0.14 |
| Volatility 1Y | 90.59% | 9.95% |
| Max drawdown | -90.38% | -16.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.