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TACK vs EMPB

Fairlead Tactical Sector Fund vs Efficient Market Portfolio Plus ETF

TACK

Fairlead Tactical Sector Fund

Annual cost

0.69%

Fund size

$283M

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

Key differences

TACK is a mixed asset ETF, while EMPB is an alternative ETF. TACK charges 0.69% a year and EMPB 2.21%.

  • TACK is a mixed asset fund, while EMPB is an alternative fund. They carry different risk/return profiles.
  • TACK costs 1.52% less per year.
  • TACK is much larger than EMPB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TACKEMPB
Annual cost (TER)0.69%2.21%
Fund size (AUM)$283M$21M
Since20222024
Dividend yield1.22%0.77%
Asset classmixed assetalternative
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y-88.7%+20.0%
CAGR 3Y-48.6%N/A
CAGR 5YN/AN/A
Sharpe 3Y-0.43N/A
Volatility 1Y90.58%11.30%
Max drawdown-90.38%-7.55%

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

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