Screener
TACK vs CGUS
Fairlead Tactical Sector Fund vs Capital Group Core Equity ETF
Key differences
TACK is a mixed asset ETF, while CGUS is an equity ETF. TACK charges 0.69% a year and CGUS 0.33%.
- TACK is a mixed asset fund, while CGUS is an equity fund. They carry different risk/return profiles.
- CGUS costs 0.36% less per year.
- CGUS is much larger than TACK. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CGUS has delivered higher annualized returns.
Side-by-side comparison
| TACK | CGUS | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.33% |
| Fund size (AUM) | $283M | $10.8B |
| Since | 2022 | 2022 |
| Dividend yield | 1.22% | 0.87% |
| Asset class | mixed asset | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | -88.6% | +22.6% |
| CAGR 3Y | -48.1% | +22.1% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.41 | 1.20 |
| Volatility 1Y | 90.59% | 12.90% |
| Max drawdown | -90.38% | -22.15% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.