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TACK vs FPAA

Fairlead Tactical Sector Fund vs FPA Global Allocation ETF

TACK

Fairlead Tactical Sector Fund

Annual cost

0.69%

Fund size

$283M

FPAA

FPA Global Allocation ETF

Annual cost

0.49%

Fund size

Key differences

Both TACK and FPAA are mixed asset ETFs. TACK charges 0.69% a year and FPAA 0.49%. The main difference: TACK covers North America; FPAA covers global markets.

  • TACK covers North America; FPAA covers global markets.
  • FPAA costs 0.20% less per year.

Side-by-side comparison

TACKFPAA
Annual cost (TER)0.69%0.49%
Fund size (AUM)$283M
Since20222026
Dividend yield1.22%
Asset classmixed assetmixed asset
Regionnorth americaglobal
Strategyactive selectionactive selection
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%-0.85%

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

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