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Screener

TACK vs FDRS

Fairlead Tactical Sector Fund vs Founder-Led ETF

TACK

Fairlead Tactical Sector Fund

Annual cost

0.69%

Fund size

$283M

FDRS

Founder-Led ETF

Annual cost

0.49%

Fund size

$94M

Key differences

TACK is a mixed asset ETF, while FDRS is an equity ETF. TACK charges 0.69% a year and FDRS 0.49%.

  • TACK is a mixed asset fund, while FDRS is an equity fund. They carry different risk/return profiles.
  • TACK follows a active selection strategy; FDRS uses index tracking.
  • FDRS costs 0.20% less per year.
  • TACK is much larger than FDRS. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TACKFDRS
Annual cost (TER)0.69%0.49%
Fund size (AUM)$283M$94M
Since20222025
Dividend yield1.22%
Asset classmixed assetequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y-88.6%N/A
CAGR 3Y-48.1%N/A
CAGR 5YN/AN/A
Sharpe 3Y-0.41N/A
Volatility 1Y90.59%
Max drawdown-90.38%-21.64%

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

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