Screener
TACK vs CGXU
Fairlead Tactical Sector Fund vs Capital Group International Focus Equity ETF
Key differences
TACK is a mixed asset ETF, while CGXU is an equity ETF. TACK charges 0.69% a year and CGXU 0.54%.
- TACK is a mixed asset fund, while CGXU is an equity fund. They carry different risk/return profiles.
- TACK covers North America; CGXU covers global markets excluding the US.
- CGXU costs 0.15% less per year.
- CGXU is much larger than TACK. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CGXU has delivered higher annualized returns.
Side-by-side comparison
| TACK | CGXU | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.54% |
| Fund size (AUM) | $283M | $6.2B |
| Since | 2022 | 2022 |
| Dividend yield | 1.22% | 4.50% |
| Asset class | mixed asset | equity |
| Region | north america | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | -88.6% | +36.6% |
| CAGR 3Y | -48.1% | +17.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.41 | 0.76 |
| Volatility 1Y | 90.59% | 21.11% |
| Max drawdown | -90.38% | -25.64% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.