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TACK vs CGGE

Fairlead Tactical Sector Fund vs Capital Group Global Equity ETF

TACK

Fairlead Tactical Sector Fund

Annual cost

0.69%

Fund size

$283M

CGGE

Capital Group Global Equity ETF

Annual cost

0.47%

Fund size

$2.8B

Key differences

TACK is a mixed asset ETF, while CGGE is an equity ETF. TACK charges 0.69% a year and CGGE 0.47%.

  • TACK is a mixed asset fund, while CGGE is an equity fund. They carry different risk/return profiles.
  • TACK follows a active selection strategy; CGGE uses index tracking.
  • TACK covers North America; CGGE covers global markets.
  • CGGE costs 0.22% less per year.
  • CGGE is much larger than TACK. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TACKCGGE
Annual cost (TER)0.69%0.47%
Fund size (AUM)$283M$2.8B
Since20222024
Dividend yield1.22%0.37%
Asset classmixed assetequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y-88.6%+20.5%
CAGR 3Y-48.1%N/A
CAGR 5YN/AN/A
Sharpe 3Y-0.41N/A
Volatility 1Y90.59%14.48%
Max drawdown-90.38%-14.44%

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

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