Screener
TACK vs FDAT
Fairlead Tactical Sector Fund vs Tactical Advantage ETF
Key differences
TACK is a mixed asset ETF, while FDAT is a fixed income ETF. TACK charges 0.69% a year and FDAT 0.78%.
- TACK is a mixed asset fund, while FDAT is a fixed income fund. They carry different risk/return profiles.
- TACK follows a active selection strategy; FDAT uses tactical allocation.
- TACK costs 0.09% less per year.
- TACK is much larger than FDAT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FDAT has delivered higher annualized returns.
Side-by-side comparison
| TACK | FDAT | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.78% |
| Fund size (AUM) | $283M | $36M |
| Since | 2022 | 2023 |
| Dividend yield | 1.22% | 5.63% |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | active selection | tactical allocation |
| CAGR 1Y | -88.7% | +9.3% |
| CAGR 3Y | -48.6% | +8.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.43 | 0.51 |
| Volatility 1Y | 90.58% | 10.28% |
| Max drawdown | -90.38% | -8.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.