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TACK vs CWS

Fairlead Tactical Sector Fund vs AdvisorShares Focused Equity ETF

TACK

Fairlead Tactical Sector Fund

Annual cost

0.69%

Fund size

$283M

CWS

AdvisorShares Focused Equity ETF

Annual cost

0.65%

Fund size

$133M

Key differences

TACK is a mixed asset ETF, while CWS is an equity ETF. TACK charges 0.69% a year and CWS 0.65%.

  • TACK is a mixed asset fund, while CWS is an equity fund. They carry different risk/return profiles.
  • Over the last three years, CWS has delivered higher annualized returns.
  • CWS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TACKCWS
Annual cost (TER)0.69%0.65%
Fund size (AUM)$283M$133M
Since20222016
Dividend yield1.22%0.31%
Asset classmixed assetequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y-88.6%+0.9%
CAGR 3Y-48.1%+10.6%
CAGR 5YN/A+8.8%
Sharpe 3Y-0.410.54
Volatility 1Y90.59%13.38%
Max drawdown-90.38%-33.82%

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

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