Screener
TACK vs FTLS
Fairlead Tactical Sector Fund vs First Trust Long/Short Equity ETF
Key differences
TACK is a mixed asset ETF, while FTLS is an alternative ETF. TACK charges 0.69% a year and FTLS 1.38%.
- TACK is a mixed asset fund, while FTLS is an alternative fund. They carry different risk/return profiles.
- TACK follows a active selection strategy; FTLS uses long short.
- TACK costs 0.69% less per year.
- FTLS is much larger than TACK. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FTLS has delivered higher annualized returns.
- FTLS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TACK | FTLS | |
|---|---|---|
| Annual cost (TER) | 0.69% | 1.38% |
| Fund size (AUM) | $283M | $2.3B |
| Since | 2022 | 2014 |
| Dividend yield | 1.22% | 0.90% |
| Asset class | mixed asset | alternative |
| Region | north america | north america |
| Strategy | active selection | long short |
| CAGR 1Y | -88.7% | +12.1% |
| CAGR 3Y | -48.6% | +13.4% |
| CAGR 5Y | N/A | +9.8% |
| Sharpe 3Y | -0.43 | 0.96 |
| Volatility 1Y | 90.58% | 8.31% |
| Max drawdown | -90.38% | -20.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.